Taking applicationsVoice Support·Posted 6d ago

Client Retention Specialist

Beyond Finance

USA

Pay

$19–$20/hr

Job type

Full-time · Remote

Hours

Flexible

Location

USA

Open to people in the United States

EnglishMid level

About the role

A full-time phone-based retention role helping clients in a debt hardship program stay enrolled, de-escalating concerns and explaining program value. It requires retention, sales, or collections experience and pays $19–$20/hr with commissions and US benefits.

What you'll do

  • Educate clients on the debt hardship program
  • De-escalate upset clients
  • Document interactions in CRM
  • Assess clients' financial situations
  • Retain at-risk clients
  • Meet retention targets
  • Provide phone-based customer service

What you'll need

  • Retention, sales, or collections experience
  • High school diploma or equivalent
  • High call volume experience
  • CRM proficiency
  • Strong communication skills
  • Ability to negotiate and de-escalate
  • Calm under pressure
  • Multi-tasking and time management

Skills

Client retentionDe-escalationActive listeningCRM systemsNegotiationCustomer serviceFinancial needs analysisProblem solving

Benefits

Health insurancePaid time offPaid parental leave401(k) matchingPerformance bonusCareer growthPaid training

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