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Client Retention Specialist

Location: Remote
Compensation: Salary
Reviewed: Fri, Aug 14, 2026
This job expires in: 25 days

Job Summary

To support a growing customer success team, the remote Client Retention Specialist will educate clients on financial hardship programs, empathize with and deescalate upset clients, and navigate the CRM system to maintain accurate records while focusing on retaining clients.

Key responsibilities:
  • Educate clients about the Beyond Finance financial hardship debt program and its benefits
  • Empathize with and deescalate upset clients, addressing their concerns effectively
  • Navigate the CRM system to access client information and maintain accurate records of interactions
Required qualifications:
  • Experience in retention, sales, or collections
  • High school diploma or equivalent; Associate's or Bachelor's degree is a plus
  • Ability to work in a fast-paced environment and handle high call volumes
  • Demonstrated ability to negotiate and deescalate client issues effectively
  • Proficiency with a Client Relationship Management (CRM) system

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