Bilingual Client Retention Specialist

🕒 August 14

🇺🇸 United States – Remote

💵 $19 - $21 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🔄 Customer Retention Specialist

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Beyond Finance

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

💳 Fintech

👥 B2C

💰 $110M Debt Financing on 2021-02

Finance • Fintech • B2C

Beyond Finance is a financial services company that offers debt consolidation and management solutions to help individuals move beyond debt. They provide personalized options to reduce fees and interest, and aim to cut monthly payments for enrolled debts by 40% or more. Beyond Finance assists clients through a structured program designed to eliminate debt typically within 24 to 48 months, utilizing an easy-to-use mobile app for program management. Despite the potential impacts on credit scores, their services have positively impacted over 700,000 clients, offering consolidation loans ranging from $1,000 to $100,000. They also focus on customer satisfaction, receiving high ratings on platforms such as Trustpilot.

📋 Description

• Serve as a primary point of contact for customers enrolled in Beyond Finance’s financial hardship programs • Educate and assist clients facing financial hardship and exploring options to become debt-free • Interact with clients primarily through inbound phone calls • Deescalate upset clients, empathize with their financial difficulties, and help them navigate the program • Focus on at-risk customers struggling with the use or value of their enrolled program • Provide comprehensive information about the financial hardship debt program, including benefits, process, and available options • Use the CRM system to access and understand client information, including financial status and program progress • Maintain accurate and detailed records of client interactions and program progress in the CRM system • Assess 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 provide best-in-class customer service by phone and other communication tools

🎯 Requirements

• Bilingual Spanish required • Experience in retention, sales, or collections required • High school diploma or equivalent required • 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 Client Relationship Management system (CRM) • Strong customer focus and adaptability to different personality types • Strong verbal and written communication skills with active listening • Supports team/department collaboration and inclusion • Troubleshooting and problem-solving skills • Ability to multitask, set priorities, and manage time effectively • Willingness to adapt to a changing environment and learn about new financial solutions

🏖️ 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 • Uplifting, collaborative work environment • Community, connection, and belonging across the organization