Bilingual Client Retention Specialist

Beyond Finance

. Educate clients about Beyond Finance’s financial hardship debt program, including benefits, process, and available options .

Posted 10/28/2026full-timeRemote • United StatesMid-LevelSenior💰 $19 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client retention, sales, and collections while providing exceptional customer service. Proficient in analyzing financial situations and developing tailored solutions, with strong bilingual communication skills in Spanish.

Highest-signal resume keywords

Bilingual SpanishClient Relationship Management (CRM)Retention ExperienceSales ExperienceNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDebt Solutions DevelopmentCustomer Retention StrategiesProblem SolvingMulti-tasking

Soft Skills

EmpathyActive ListeningResilienceAdaptabilityTeam Collaboration

Tools & Technologies

CRM System

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Customer ServiceFinancial HardshipDebt ProgramSalesCollections

About the role

Key responsibilities & impact

Educate clients about Beyond Finance’s financial hardship debt program, including benefits, process, and available options
Deescalate upset clients through empathy and active listening
Use the CRM system to access client information and maintain accurate interaction and program records
Analyze clients’ financial situations and determine appropriate debt-free options
Develop customized solutions aligned with clients’ financial goals
Encourage clients to remain in the Beyond Finance program
Meet or exceed retention targets and earn commissions based on client outcomes
Provide best-in-class phone and multi-channel customer service while anticipating unstated needs

Requirements

What you’ll need

Bilingual Spanish Required
Required - 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

Benefits

Comp & perks

Considerable employer contributions for health, dental, and vision programs
Generous PTO, paid holidays, and paid parental leave
401(k) matching program
Merit advancement opportunities
Career development & training
Uplifting, collaborative work environment
Community, connection, and belonging across the organization