Note: The job is a remote job and is open to candidates in USA. Beyond Finance is dedicated to helping individuals escape debt through personalized financial solutions. The Bilingual Client Retention Specialist will educate clients about financial hardship programs, deescalate concerns, and work to retain at-risk customers, ensuring they understand the value of their decisions.
Responsibilities
- Educate Clients: Provide comprehensive information about Beyond Finance financial hardship debt 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 the Beyond Finance 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
Skills
- Bilingual Spanish 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
- Associate's or Bachelor's degree is a plus
Benefits
- 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
Company Overview
Beyond Finance provides financial services to help individuals overcome debt and gain financial peace of mind. It was founded in 2016, and is headquartered in Houston, Texas, USA, with a workforce of 1001-5000 employees. Its website is http://www.beyondfinance.com.Company H1B Sponsorship
Beyond Finance has a track record of offering H1B sponsorships, with 28 in 2025, 22 in 2024, 14 in 2023, 4 in 2022, 13 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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