💼 Employment Type: Full-Time
📍 Location: Remote (U.S.)
💬 Job Overview
Beyond Finance is on a mission to help everyday Americans break free from overwhelming debt and move toward a healthier financial future. With over 700,000 clients served, the company’s Customer Success Team plays a vital role in delivering compassionate support and financial clarity.
As a Client Retention Specialist, you’ll work directly with at-risk clients enrolled in Beyond Finance’s financial hardship debt-relief program. Your job is to educate, empathize, deescalate, and retain clients who may be questioning the value or direction of their program. Through inbound calls, you’ll guide clients through emotional, financial, and logistical challenges — helping them understand the program’s benefits and make informed decisions.
This is a deeply meaningful role for someone who loves problem-solving, connection, and helping clients stay on track toward becoming debt-free.
📋 Key Responsibilities
Educate clients on the structure, benefits, and value of Beyond Finance’s debt-relief program.
Empathize and deescalate concerns from clients experiencing financial stress or frustration.
Navigate the CRM system to access client records, update progress, and document all interactions.
Assess financial situations to develop tailored options aligned with each client’s goals.
Retain clients by building trust, identifying solutions, and reinforcing program value.
Achieve retention goals and earn commissions tied to client success and program continuation.
Deliver best-in-class customer service, anticipating needs and responding through multiple communication channels.
🧩 Preferred Qualifications
Experience in Retention, Sales, or Collections (Required).
High school diploma (Associate’s or Bachelor’s degree a plus).
Ability to handle high call volume in a fast-paced environment.
Strong negotiation and de-escalation skills.
Tech-savvy with proficiency in CRM platforms.
Excellent communication, empathy, and active listening skills.
Strong problem-solving, troubleshooting, and multi-tasking abilities.
Adaptability to changing processes and new financial solutions.
Team-oriented mindset with a focus on collaboration and inclusion.
✨ Why You’ll Love This Job
Meaningful work helping people regain control of their financial lives.
$19–$20/hr base pay with additional commission opportunities.
Employer contributions toward health, dental, and vision insurance.
Generous PTO, holidays, and paid parental leave.
401(k) with company match.
Career development, training, and merit-based advancement pathways.
Supportive, collaborative culture built on connection, ethics, and empowerment.
🌟 Who This Job Is Perfect For
Empathetic problem-solvers who thrive in client-facing conversations.
Professionals with retention, sales, or collections experience who enjoy meaningful impact.
Individuals skilled in de-escalation, negotiation, and creative solution-building.
Remote workers who enjoy structured goals and commission-driven results.
People who want to support others through financial hardship with compassion and clarity.
🏢 About the Company
Beyond Finance is a leader in financial hardship solutions, using technology, education, and personalized programs to help clients break free from high-interest debt. The company values compassion, ethics, and client-first service. Their culture fosters belonging, collaboration, and impact — all centered around helping people build brighter futures.
🚀 How to Apply
You’ll be redirected to Beyond Finance’s official careers page to complete your application.
