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

Junior

Remote in USA

Category
Customer Success
Customer Success & Support
Required Skills
Sales
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 like credit card debt and personal loans. They start with a free online assessment to create a personalized plan, using proprietary technology to analyze each client's financial situation. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company also offers consolidation loan options. Beyond Finance charges fees only after clients see results, ensuring their interests align with those of their clients.

Company Stage

Debt Financing

Total Funding

$805M

Headquarters

Houston, Texas

Founded

2016

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Rising demand for digital financial tools supports Beyond Finance's mobile app initiative.
  • AI-driven customer service solutions can enhance Beyond Finance's client interactions.
  • Financial wellness programs are a growing trend, aligning with Beyond Finance's service expansion.

What critics are saying

  • Increased competition from fintech startups may erode Beyond Finance's market share.
  • Rising interest rates could reduce demand for debt consolidation loans.
  • Potential regulatory changes may increase operational costs for Beyond Finance.

What makes Beyond Finance unique

  • Beyond Finance offers a unique mobile app for debt management, a first in the industry.
  • The company provides free financial therapy, enhancing client support beyond traditional services.
  • Their success fee model aligns company and client interests, ensuring mutual benefit.

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