Full-Time

Bilingual Client Retention Specialist

Confirmed live in the last 24 hours

Beyond Finance

Beyond Finance

501-1,000 employees

Debt relief solutions for unsecured debt

Fintech
Financial Services

Entry, Junior

Remote in USA

Category
Customer Experience
Customer Success
Customer Support
Customer Success & Support
Required Skills
Sales
Financial analysis
Customer Service
Requirements
  • Bilingual Spanish Required
  • Required - Experience in Retention, Sales, or Collections
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
  • 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: Provide comprehensive information about Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
  • Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
  • Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
  • Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
  • Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
  • Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
  • Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs.

Beyond Finance provides debt relief solutions for individuals struggling with unsecured debt, such as credit card debt and personal loans. The process starts with a free online assessment to determine eligibility, followed by the development of a personalized plan using proprietary technology. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company only charges fees after clients see results. Beyond Finance focuses on strong communication and customer service, aiming to help clients regain control of their finances.

Company Stage

Debt Financing

Total Funding

$805M

Headquarters

Houston, Texas

Founded

2016

Growth & Insights
Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Recognition with a Silver Stevie Award highlights Beyond Finance's industry leadership and innovative approach.
  • A $635 million credit facility from Comvest Credit Partners provides significant financial backing for future growth.
  • The 'Beyond Debt Now' initiative and the milestone of resolving over $1 billion in client debt demonstrate the company's commitment to client success and financial freedom.

What critics are saying

  • The competitive landscape of debt relief services requires continuous innovation to maintain market leadership.
  • Dependence on external credit facilities, like the $635 million from Comvest, could pose financial risks if market conditions change.

What makes Beyond Finance unique

  • Beyond Finance's proprietary technology for personalized debt relief solutions sets it apart from traditional debt relief services.
  • The company's success fee-based model ensures alignment of interests with clients, unlike competitors who may charge upfront fees.
  • Their holistic approach, including financial therapy and a mobile app, offers a comprehensive solution that goes beyond mere debt settlement.

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