About the job
At Beyond Finance, our core mission is to empower individuals across America to break free from the debilitating grip of debt and pave the way toward a brighter financial future. We pride ourselves on delivering compassionate, tailored support and fostering a culture grounded in compliance and ethics. With our innovative, client-focused technology and personalized financial solutions, we have already guided over 1 million clients toward their financial goals.
As we continue to grow, we are seeking passionate individuals to join our team! If you are eager to contribute to a progressive, rapidly expanding company dedicated to helping people, we would love to hear from you.
About The Role
As part of our Customer Success Team, you will serve as the main point of contact for valued clients enrolled in Beyond Finance’s financial hardship programs. In your role as a Client Retention Specialist, you will be instrumental in nurturing the loyalty of our customer base. Your primary focus will be to educate and assist clients facing financial difficulties as they explore pathways to achieving debt freedom. This position involves engaging with clients mainly through inbound phone calls, de-escalating distressed clients, empathizing with their financial challenges, and guiding them through the Beyond Finance program. You will primarily focus on at-risk customers who may be struggling to see the value of their enrollment, necessitating creative problem-solving to help them fully appreciate their decision.