Beyond Finance

Bilingual Client Retention Specialist

Beyond Finance

Overview

Role focused on retaining clients in financial hardship programs through education and support.

Ideal candidate should have experience in retention or sales and be bilingual in Spanish.

19 usd / hourremotejuniorfull-timeSpanishEnglishCRM

Locations

  • United States

Requirements

  • Bilingual Spanish required
  • Experience in Retention, Sales, or Collections required
  • High school diploma or equivalent required
  • Tech savvy with CRM proficiency
  • Strong verbal and written communication skills
  • Ability to multi-task and manage time effectively

Responsibilities

  • Educate clients about financial hardship program
  • Empathize and deescalate upset clients
  • Navigate CRM system
  • Analyze financial situations
  • Retain clients
  • Achieve retention goals
  • Provide best-in-class customer service

Benefits

  • Health, dental, and vision programs
  • Generous PTO
  • 401(k) matching
  • Paid parental leave
  • Career development and training