The specialist is responsible for educating clients on financial hardship programs and utilizing de-escalation techniques to retain at-risk customers. They must analyze client financial situations and use CRM tools to maintain accurate records and develop customized debt-free solutions.
Beyond Finance
20 Remote Job Openings at Beyond Finance
The role focuses on retaining clients in financial hardship programs by educating them on program benefits and resolving concerns. Responsibilities include managing inbound calls, de-escalating upset clients, and using CRM systems to track progress and develop customized financial solutions.
The specialist is responsible for educating clients on financial hardship programs and using de-escalation techniques to retain at-risk customers. They must analyze client financial situations and utilize CRM systems to maintain accurate records and develop customized debt-free solutions.
Educate and assist clients facing financial hardship to retain them within the debt relief program. This involves handling inbound calls, de-escalating upset customers, and developing customized financial solutions using a CRM system.
The role focuses on retaining clients in financial hardship programs by educating them on program benefits and resolving concerns. Responsibilities include handling inbound calls, de-escalating upset clients, and using CRM systems to track progress and develop customized financial solutions.
Educate and assist clients facing financial hardship to help them remain enrolled in debt-free programs. Primary duties include handling inbound calls, de-escalating upset clients, and utilizing CRM systems to track progress.
The role focuses on retaining clients in financial hardship programs by educating them on program benefits and de-escalating upset customers. Specialists analyze client financial situations to develop customized solutions and maintain detailed records within a CRM system.
Negotiate delinquent accounts with external partners to secure the best possible savings for clients. Manage client finances and utilize tools to consolidate debts to increase negotiation leverage.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
Assess clients' unique financial situations to provide tailored debt consolidation options. Build trust with prospective clients and ensure all sales transactions adhere to strict compliance standards.
The representative will serve as the primary point of contact for clients in financial hardship programs, providing superior customer service over the phone by responding to requests, anticipating needs, and educating clients. Responsibilities also include analyzing problems, documenting outcomes, coordinating with other departments, and operating a desktop computer to manage client accounts in the CRM.
The representative will serve as the primary point of contact for clients in financial hardship programs, guiding them from enrollment through graduation via high volume inbound and outbound phone calls. Responsibilities include proactively resolving client issues, educating clients on programs, and maintaining white glove service standards.
The Director of Strategy & Analytics will lead a small team to conduct analyses of operational trends and provide actionable insights. They will also drive data analysis as an individual contributor and collaborate with various teams to define tests and communicate results.
The Manager of Strategy & Analytics will conduct analyses to optimize marketing channel performance and client retention. This role will collaborate with various teams to deliver actionable insights that align with company goals.
