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The Strategy & Operations Analyst will manage high-priority projects, perform financial analysis, and drive operational improvements to enhance business performance.

Serve as primary contact for clients in financial hardship programs. Educate clients on program options, deescalate upset callers, assess financial situations, use CRM to document interactions, develop retention solutions, and meet retention targets while delivering empathetic, high-quality phone support.

Handle inbound calls to retain clients enrolled in financial hardship programs by educating, deescalating upset clients, assessing finances, documenting interactions in the CRM, proposing customized solutions, and meeting retention targets while delivering empathetic, high-quality customer service.

Handle inbound calls to educate, deescalate, and retain clients enrolled in Beyond Finance hardship programs. Assess financial situations, use the CRM to document interactions, develop customized retention solutions, meet retention targets, and provide empathetic, problem-solving customer service.

Handle inbound calls to deescalate and retain clients enrolled in financial hardship programs. Educate clients on program benefits, assess financial situations, record interactions in CRM, negotiate solutions, meet retention targets, and provide empathetic customer service.

Handle inbound calls to educate, deescalate, and retain clients in Beyond Finance hardship programs. Use CRM to assess financial situations, propose customized solutions, meet retention targets, and maintain accurate records while providing empathetic, high-quality customer service.

Handle inbound calls to retain clients in Beyond Finance's hardship programs by educating, empathizing, deescalating, assessing financial situations, using the CRM to document interactions, proposing tailored solutions, and meeting retention targets and commission goals.

Handle inbound calls to retain clients enrolled in Beyond Finance hardship programs by educating, empathizing, deescalating, assessing financial situations, using the CRM to document interactions, offering customized solutions, and meeting retention targets while delivering best-in-class customer service.

Responsible for providing IT support, diagnosing hardware and network issues, developing solutions, and managing technical challenges impacting users both in-person and remotely.

Sales Representatives assess clients' financial situations and provide tailored debt consolidation options while ensuring compliance and building trust with clients. No cold calling is involved.