Client Retention Specialist
Posted on 8/15/2023
Beyond Finance

501-1,000 employees

Personalized financial solutions for debt relief and education
Company Overview
Beyond Finance is a fintech company that stands out for its commitment to individualized customer care, financial education, and customized debt solutions. The company fosters a culture where employees have autonomy, are recognized for their contributions, and maintain a healthy work-life balance. Testimonials from clients highlight the company's effectiveness in debt resolution, its attentive customer service, and its ability to provide financial relief and hope, positioning Beyond Finance as a leader in the financial services industry.
Financial Services

Company Stage


Total Funding





Chicago, Illinois

Growth & Insights

6 month growth


1 year growth


2 year growth

Kansas City, MO, USA
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Customer Success & Support
  • Educate Clients: Provide comprehensive information about our financial hardship debt settlement 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 our 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
  • Required - Experience in Retention, Sales, or Collections
  • 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 saavy 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
  • Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within our financial hardship debt settlement program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision
  • Key Responsibilities:
Desired Qualifications
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)