Beyond Finance · 9 hours ago
Bilingual Client Retention Specialist
United States
Full-time
Remote
New Grad, Entry Level
$19/hr - $21/hrBeyond 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.
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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
Qualification
Required
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
Preferred
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
Beyond Finance
Beyond Finance provides financial services to help individuals overcome debt and gain financial peace of mind.
Founded in 2016
1001-5000 employees
H1B Sponsorship
Beyond Finance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (22)
2023 (14)
2022 (4)
2021 (13)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$805MKey Investors
Comvest Credit Partners
2023-08-22Debt Financing· $635M
2021-02-08Debt Financing· $110M
2021-01-01Series Unknown
Leadership Team
Lou Antonelli
Executive Vice President & Chief Operating Officer
Ruchir Doshi
Director of Product Management
Recent News
2025-12-29
Company data provided by crunchbase