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Customer Retention Associate Jobs Near Me

The Customer Service Liaison helps drive customer retention, satisfaction, and engagement in a fast ... Associates degree in management or related field. * Previous experience in customer service ...

The Customer Service Liaison helps drive customer retention, satisfaction, and engagement in a fast ... Associates degree in management or related field. * Previous experience in customer service ...

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Customer Retention Associate information

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How much do customer retention associate jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for customer retention associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.
What cities are hiring for Customer Retention Associate jobs? Cities with the most Customer Retention Associate job openings:
What are the most commonly searched types of Customer Retention jobs? The most popular types of Customer Retention jobs are:
A map of the United States highlighting the number of Customer Retention Associate job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Customer Retention Associate job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Client Retention Specialist (Remote)

Beyond Finance

Columbus, OH • On-site, Remote

$13.75 - $18.75/hr

Other

Re-posted 6 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

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.

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