Senior Analyst
Cummins Inc.
ERP
Client Retention Specialist
Beyond Finance
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $19 - $20 per hour
Job Level
Mid-LevelSenior
About the role
- Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they understand benefits, process, and options
- Interact primarily through inbound phone calls to deescalate upset clients and empathize with their financial difficulties
- Use CRM to access client information and maintain accurate records of interactions and program progress
- Assess clients' financial situations and determine appropriate options to help them become debt-free
- Collaborate with clients to develop customized solutions and encourage retention in the Beyond Finance program
- Meet or exceed retention targets and earn commissions based on client outcomes
- Provide best-in-class customer service across phone and various communication tools, responding to requests and anticipating needs
Requirements
- Required - 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
- Resilient and able to remain calm under pressure
- Demonstrated ability to negotiate and deescalate client issues effectively
- Tech saavy and proficiency with a Client Relationship Management system (CRM)
- Strong customer focus and adaptability to different personality types
- Strong verbal and written communication skills along with active listening
- Supports team/department collaboration & inclusion
- Troubleshooting and problem solving skills
- Ability to multi-task, set priorities and manage time effectively
- Willingness to adapt to a changing environment and learn about new financial solutions.
