Client Retention Specialist
New
B
Beyond FinanceFinancial Services
Location: RemoteFull-TimeMiddle
Salary$19 — $20 USD
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Job Details
- Required Skills
- Problem SolvingCustomer serviceNegotiationTime ManagementActive listeningCRM
Requirements
- 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 Customer Relationship Management (CRM) system.
- Strong customer focus and adaptability to different personality types.
- Strong verbal and written communication skills.
- Active listening skills.
- Ability to multi-task, set priorities, and manage time effectively.
- Troubleshooting and problem-solving skills.
- Willingness to adapt to a changing environment and learn about new financial solutions.
Responsibilities
- Educate clients about financial hardship programs, benefits, and processes.
- Display empathy and active listening to deescalate upset clients.
- Navigate CRM systems to access client information and maintain accurate interaction records.
- Analyze client financial situations to determine appropriate debt-free solutions.
- Collaborate with clients to develop customized solutions and encourage program retention.
- Meet or exceed retention targets and handle high volumes of inbound calls.
- Provide a best-in-class customer service experience through phone and various communication tools.
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