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Remote Records Retention Jobs (NOW HIRING)

SmartIPlace

Senior Project Manager

Austin, TX · Remote

$80 - $90/hr

Maintain all project documentation in accordance with state records retention policies. · Risk ... remote environment with minimal supervision. · Bachelor's degree in Business Administration ...

The Moran Company

Executive Director

Fort Collins, CO · On-site +1

$120K - $135K/yr

Maintain official Board records and ensure appropriate stewardship of legal, historical, and ... Proven ability to lead, manage, and retain a remote professional staff. * Excellent interpersonal ...

NetDocuments

Account Executive, Public Sector

Two-time winner (2024, 2023) Top Workplace Innovation * 2025 Remote Work * 2024 Technology Industry ... Knowledge of FOIA processes, public records management, and government records retention ...

Uw

Inpatient Coding Education Analyst

Seattle, WA · Remote

$104K/yr

Mondays - Fridays * 100% Remote POSITION HIGHLIGHTS Performs daily activities related to auditing ... Retains records in accordance with the UW Medicine Records Retention Schedule and department policy

Uw

Outpatient Coding Education Analyst

Seattle, WA · Remote

$104K/yr

Mondays - Fridays * 100% Remote POSITION HIGHLIGHTS * Performs daily activities related to auditing ... Retains records in accordance with the UW Medicine Records Retention Schedule and department policy

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Remote Records Retention information

What is the difference between Remote Records Retention vs Remote Data Entry Specialist?

AspectRemote Records RetentionRemote Data Entry Specialist
CredentialsTypically requires knowledge of records management, certifications like CRM or CDIARequires proficiency in data entry tools, basic computer skills, sometimes certifications in data management
Work EnvironmentOffice or home-based, handling document storage, compliance, and retention policiesPrimarily computer-based, entering data into databases or spreadsheets
Industry UsageLegal, healthcare, government, corporate sectorsRetail, healthcare, finance, administrative support

Remote Records Retention focuses on managing and maintaining records according to legal and organizational policies, while Remote Data Entry Specialists primarily input and update data in digital systems. Both roles often work remotely and require strong organizational skills, but they serve different functions within organizations.

More about Remote Records Retention jobs
What cities are hiring for Remote Records Retention jobs? Cities with the most Remote Records Retention job openings:
What are the most commonly searched types of Records Retention jobs? The most popular types of Records Retention jobs are:
What states have the most Remote Records Retention jobs? States with the most job openings for Remote Records Retention jobs include:
What job categories do people searching Remote Records Retention jobs look for? The top searched job categories for Remote Records Retention jobs are:
Remote Records Retention jobs near you
Infographic showing various Remote Records Retention job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% Remote job distribution.

Client Retention Specialist (Remote)

Beyond Finance

Grand Rapids, MI • On-site, Remote

$13.75 - $18.75/hr

Other

Posted 26 days ago

Beyond Finance rating

9.2

Company rating: 9.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

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

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