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Top Customer Success & Experience Jobs
Fintech • Financial Services
Beyond Finance is seeking collaborators potentially for future roles in a rapidly growing organization focused on helping clients achieve financial well-being. They emphasize a culture of community and also promote extensive benefits for employees.
Fintech • Financial Services
Serve as primary point of contact for clients in financial hardship programs. Educate, deescalate, analyze finances, use CRM to record interactions, and retain at-risk clients by developing customized solutions while meeting retention targets.
Top Skills:
CRM
Fintech • Financial Services
Handle inbound calls to educate, deescalate, and retain clients enrolled in Beyond Finance hardship programs. Assess financial situations, use the CRM to record interactions, propose customized solutions, meet retention targets, and provide empathetic, high-quality customer service.
Top Skills:
CRM
Fintech • Financial Services
Serve as primary contact for clients in financial hardship programs, handling inbound calls to deescalate upset clients, educate on program options, analyze financial situations, retain at-risk customers, document interactions in the CRM, and meet retention targets while delivering empathetic, solution-oriented service.
Top Skills:
CRM
Fintech • Financial Services
Serve as primary inbound phone contact for clients in financial hardship programs. Educate, deescalate, assess financial situations, use CRM to document interactions, negotiate retention solutions, meet retention targets, and provide empathetic customer service.
Top Skills:
CRM
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Fintech • Financial Services
Serve as primary point of contact for clients in financial hardship programs. Educate clients on program benefits, deescalate upset callers, assess financial situations, use CRM to track interactions, develop retention solutions, meet retention targets, and provide empathetic, high-quality phone-based customer service.
Top Skills:
CRM
Fintech • Financial Services
Handle inbound calls to educate, empathize with, and retain clients in Beyond Finance hardship programs. Deescalate upset customers, assess financial situations, use the CRM to document interactions, propose customized solutions, and meet retention targets while delivering excellent customer service.
Top Skills:
CRM
Fintech • Financial Services
Handle inbound calls to retain clients in Beyond Finance hardship programs by educating, empathizing, de-escalating, analyzing financial situations, using the CRM to document interactions, developing customized retention solutions, and meeting retention targets while delivering excellent customer service.
Top Skills:
CRM
Fintech • Financial Services
The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.
Top Skills:
Crm SoftwareDesktop Computer
Reposted 24 Days AgoSaved
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Easy Apply
Fintech • Financial Services
The Bilingual Customer Service Representative provides support to clients in financial hardship programs, ensuring exceptional service, problem-solving, and effective communication while managing client requests in a remote call center environment.
Top Skills:
Client Relationship Management System (Crm)
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