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Client Retention Jobs in Wisconsin (NOW HIRING)

defi SOLUTIONS

Senior Client Executive

Madison, WI · On-site

$100K - $150K/yr

Promote client attendance at defi SOLUTIONS sponsored events Client Retention: * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals. * Monitor ...

defi AUTO LLC

Senior Client Executive

Madison, WI · On-site

$100K - $150K/yr

Promote client attendance at defi SOLUTIONS sponsored events Client Retention : * As a key component of the client's Account Plan, develop a plan to secure timely Service Agreement Renewals.

Courser

Client Account Manager

Sheboygan Falls, WI · On-site

Inform management of client retention risk through the CODE RED program. This includes developing a client cure plan in conjunction with the services team. * Accurate and timely submission of ...

Ascensus

WI · On-site

$175 - $200/hr

Support strategic pricing and positioning decisions to maximize revenue and client retention while maintaining financial discipline * Improve client economics by introducing additional services and ...

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All JobsClient Retention JobsClient Retention Jobs in Wisconsin

Client Retention information

What is the difference between Client Retention vs Customer Service Representative?

AspectClient RetentionCustomer Service Representative
Primary FocusBuilding long-term relationships to retain clientsHandling customer inquiries and resolving issues
Skills NeededRelationship management, sales, communicationCommunication, problem-solving, product knowledge
Work EnvironmentSales teams, account management, client-focused rolesCall centers, retail, support departments
GoalsReduce churn, increase client loyaltyCustomer satisfaction, issue resolution

While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.

What is a client retention job?

A client retention job involves developing strategies and maintaining relationships to keep existing clients engaged and satisfied with a company's products or services. Roles often include customer service, account management, and using tools like CRM software to track client interactions and identify opportunities for upselling or renewal. Strong communication and relationship-building skills are essential in this field.
What are the most commonly searched types of Client Retention jobs in Wisconsin? The most popular types of Client Retention jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Retention jobs? Cities in Wisconsin with the most Client Retention job openings:
Client Retention jobs near you
Infographic showing various Client Retention job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Client Retention Specialist (Remote)

Beyond Finance

Fond Du Lac, WI • On-site, Remote

$19 - $20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Beyond Finance rating

8.5

Company rating: 8.5 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care,a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About The Role
Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, 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 Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision.
Key Responsibilities:
  • Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
  • Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
  • Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
  • Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
  • Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
  • Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
  • Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

What We Look For
  • 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.

#LI-ST1
The base salary range represents the low and high end of the anticipated salary range for this positionThe actual base salary offered will depend on numerous factors including the individual's skills, experience, performance, and the location where work is performed.
Base Pay Range
$19-$20 USD
Why Join Us?
While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
  • Considerable employer contributions for health, dental, and vision programs
  • Generous PTO, paid holidays, and paid parental leave
  • 401(k) matching program
  • Merit advancement opportunities
  • Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

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