Members-only companyBeachScore 74%

    Client Retention Specialist

    SupportFull-timePosted 4d agoNew

    Salary

    $40k–$42k

    Posted on the listing

    Location

    Work from anywhere

    Company policy, verified by Jeff

    Time zone

    Not specified on the listing

    Posted

    Oct 30, 2026

    Verified Nov 3, 2026 by Jeff

    From the listing

    About the role

    You will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the program. The primary focus is on at-risk customers who are struggling with the use or value of their enrolled program.

    What you'll do

    • Display empathy and active listening skills to understand and deescalate upset clients.
    • Effectively use the Customer Relationship Management (CRM) system to access and comprehend client information.
    • Maintain accurate and detailed records of all client interactions and program progress.
    • Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
    • Collaborate with clients to develop customized solutions that align with their financial goals.
    • Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve objectives.
    • Provide a best-in-class customer service experience over the phone and through various communication tools.

    What they're looking for

    • 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 verbal and written communication skills along with active listening
    • Ability to multi-task, set priorities and manage time effectively
    • Willingness to adapt to a changing environment

    Nice to have

    • Associate's or Bachelor's degree

    Members-only role.

    Anything that names the company is hidden. Unlock this job for the company, the full listing and the apply link.

    From the company page

    Benefits

    Work from anywhereUnlimited vacationWorkspace stipendHealth & wellness stipendRetirementPaid parental leavePaid holidays

    Pulled from the company on Nov 3, 2026. Listings change; the company's page is the source of truth.

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