1 день назад
Client Retention Specialist (Fintech)
19 - 20$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Retention Specialist (Fintech): Educating and supporting clients enrolled in financial hardship debt programs with an accent on retention, financial situation analysis, deescalation, and personalized solutions. Focus on handling high-volume inbound calls, navigating CRM records, resolving complex client concerns, and helping customers understand the value of remaining in the program.
Location: Remote
Base pay: $19–$20 USD per hour
Company
helps Americans address financial hardship through debt-relief programs, individualized support, compliance-focused practices, and financial technology.
What you will do
- Educate clients about the financial hardship debt program, its benefits, process, and available options.
- Handle inbound phone calls and provide empathetic, high-quality customer service.
- Deescalate upset clients by using active listening, negotiation, and clear communication.
- Review client information and program progress in the CRM while maintaining accurate interaction records.
- Analyze financial situations and develop customized solutions that support clients’ debt-free goals.
- Meet retention targets and collaborate with clients to encourage continued participation in the program.
Requirements
- Experience in retention, sales, or collections.
- High school diploma or equivalent.
- Ability to work in a fast-paced, high-call-volume environment while remaining calm under pressure.
- Strong negotiation, deescalation, customer service, written and verbal communication, and active listening skills.
- Proficiency with CRM systems, troubleshooting, problem solving, multitasking, prioritization, and time management.
- Adaptability, customer focus, and willingness to learn new financial solutions.
Nice to have
- Associate’s or bachelor’s degree.
Culture & Benefits
- Uplifting, collaborative environment focused on community, connection, and belonging.
- Employer contributions toward health, dental, and vision programs for eligible full-time employees.
- Paid time off, paid holidays, and paid parental leave.
- 401(k) matching program.
- Merit advancement opportunities and career development training.
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