Client Retention Specialist

Beyond Finance

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

Posted 10/28/2026full-timeRemote • United StatesMid-LevelSenior💰 $19 - $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client retention and sales strategies while providing exceptional customer service. Proficient in analyzing financial situations and developing tailored solutions to meet client needs.

Highest-signal resume keywords

Client Relationship Management (CRM)Retention StrategiesNegotiation SkillsCustomer Service ExcellenceFinancial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RetentionSalesCollectionsFinancial AnalysisProblem SolvingMulti-taskingTime Management

Soft Skills

EmpathyResilienceAdaptabilityActive ListeningCommunication

Tools & Technologies

CRM System

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Financial HardshipDebt SolutionsCustomer FocusDe-escalationClient Retention

About the role

Key responsibilities & impact

Educate clients about the Beyond Finance financial hardship debt program, including benefits, process, and available options
Empathize with and deescalate upset clients regarding their financial situations
Use the CRM system to access client information and maintain accurate, detailed interaction and progress records
Analyze clients’ current financial situations and determine appropriate debt-free options
Develop customized solutions aligned with clients’ financial goals and encourage program retention
Meet or exceed retention targets and earn commissions based on enabling clients to achieve financial objectives
Provide best-in-class customer service by phone and through various communication tools
Respond to client requests and anticipate unstated needs

Requirements

What you’ll need

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