Help clients stay the course on their journey to financial freedom. Beyond Finance is hiring Client Retention Specialists to guide and support customers enrolled in our financial hardship programs, ensuring they fully understand the value of their decision and remain on track toward becoming debt-free.
About Beyond Finance
Beyond Finance provides compassionate, customized debt relief solutions to help everyday Americans escape the cycle of financial hardship. With more than 700,000 clients served, we combine innovative technology with individualized care to deliver real impact.
Schedule
- Full-time, remote (work from home)
- Must have a quiet, dedicated home workspace with reliable wired internet
- Requires weekend availability
Responsibilities
- Educate clients on Beyond Finance’s financial hardship debt program, clarifying benefits, process, and options
- Deescalate upset clients with empathy, active listening, and problem-solving
- Analyze client financial situations and recommend personalized solutions
- Collaborate with clients to create paths that align with their financial goals and encourage program retention
- Navigate CRM tools to document interactions and maintain accurate records
- Meet and exceed retention targets, earning commission tied to client outcomes
- Deliver best-in-class customer service over inbound phone calls and communication tools
Requirements
- Experience in Retention, Sales, or Collections (required)
- High school diploma or equivalent (Associate’s or Bachelor’s a plus)
- Strong verbal and written communication with active listening skills
- Ability to negotiate, deescalate, and adapt to various client personalities
- Tech savvy with CRM systems and troubleshooting skills
- Resilient under pressure, with strong time management and multitasking abilities
- Team-oriented with a customer-first mindset
Compensation
- Base pay: $19–$20/hr (plus commission opportunities)
Benefits
- Employer contributions for health, dental, and vision insurance
- Generous PTO, paid holidays, and parental leave
- 401(k) with company match
- Merit-based advancement opportunities
- Career development and training programs
- Supportive culture built on community and connection
Join a company where your work helps clients move toward brighter financial futures.
Happy Hunting,
~Two Chicks…