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Full-Time

Bilingual Client Retention Specialist

Confirmed live in the last 24 hours

Beyond Finance

Beyond Finance

1,001-5,000 employees

Provides personalized financial solutions and education

Financial Services
Legal

Entry

Remote in USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Customer Service
Requirements
  • Bilingual Spanish
  • Experience in Retention, Sales, or Collections
  • High school diploma or equivalent
  • Ability to work in a fast-paced environment and handle high call volumes
  • Resilient and able to remain calm under pressure
  • Demonstrated ability to negotiate and deescalate client issues effectively
  • Tech-savvy and proficiency with a Client Relationship Management system (CRM)
  • Strong customer focus and adaptability to different personality types
  • Strong verbal and written communication skills along with active listening
  • Supports team/department collaboration & inclusion
  • Troubleshooting and problem-solving skills
  • Ability to multi-task, set priorities and manage time effectively
  • Willingness to adapt to a changing environment and learn about new financial solutions
Responsibilities
  • Educate Clients about financial hardship debt program
  • Empathize and Deescalate with upset clients
  • Navigate CRM System effectively
  • Analyze client's financial situation
  • Retain Clients within the financial hardship debt program
  • Achieve Retention Goals
  • Provide best-in-class customer service experience

Beyond Finance provides personalized financial solutions through advanced fintech technologies, offering tailored financial education, tools, and support to help individuals achieve financial independence. The company leverages advanced fintech technologies to address unique circumstances and empower individuals to take control of their financial future.

Company Stage

N/A

Total Funding

$805M

Headquarters

Houston, Texas

Founded

2016

Growth & Insights
Headcount

6 month growth

33%

1 year growth

33%

2 year growth

33%