---
title: 'Bilingual Client Retention Specialist at Beyond Finance'
canonical: 'https://feeny.ai/job/bilingual-client-retention-specialist-beyond-finance-remote-p213q5gqg5vm'
type: 'job'
last_seen: '2026-09-08'
---

# Bilingual Client Retention Specialist at Beyond Finance

- **Company:** Beyond Finance
- **Location:** Remote
- **Compensation:** $19–$21/hr
- **Work type:** remote
- **Posted:** 2026-08-14
- **Last confirmed live:** 2026-09-08
- **Apply:** https://job-boards.greenhouse.io/beyondfinance/jobs/8130468

## 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 our 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 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 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

- Bilingual Spanish Required
- 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 position. The 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—$21 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.

## About Beyond Finance

## Company Overview
- **One-liner**: Beyond Finance helps individuals overcome debt through customized, technology-driven debt relief programs, serving over 1 million clients since its founding.
- **Entity Type**: Private (bootstrapped; no public funding rounds disclosed)
- **Headquarters**: Houston, Texas, USA
- **Founded**: 2016
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Fintech – debt relief and consumer financial wellness
- **Target customers**: B2C – individuals burdened with unsecured debt (credit cards, medical bills, personal loans, etc.)
- **Mission statement**: To help people say goodbye to debt and live better, happier lives.

## Products & Services
- **Debt Resolution Program**: A customized, data-driven program that negotiates with creditors to reduce the total amount owed. The company earns its fee only after successfully settling a debt for the client. The program includes dedicated client support and financial education resources.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Over 1 million clients helped; employee headcount of approximately 2,200 (as of 2025)
- **Notable Investors/Partners**: Not disclosed. The company partners with **Hiring Our Heroes** to recruit military veterans and spouses.
- **Growth Signals**: Employee base expanded from 5 states to 41 states between 2020 and 2022, indicating rapid scaling. Offices in Houston, Chicago, Irvine, San Diego, and Fort Worth. Continued hiring across multiple roles (e.g., Inside Sales, Technical Product Manager) as of mid-2025.

## Competitive Advantages
- **Performance-based fee model**: No upfront fees – company only earns when clients see results, aligning incentives.
- **Technology & data-driven approach**: Uses metrics and innovation to optimize client outcomes and retention.
- **Customized, one-on-one support**: Each client receives a tailored plan with ongoing guidance.
- **Scalable remote/hybrid workforce**: Extensive investment in a distributed team culture allows talent acquisition from a wide geographic pool.

## Strategic Focus
- **Continued expansion of client base** by scaling marketing and sales efforts.
- **Deepening technology capabilities** to improve personalization and efficiency of debt resolution.
- **Talent development** – emphasis on promoting from within, professional training, and building a strong internal culture to support growth.
- **Hybrid work model** – balancing in-office collaboration (2–4 days/week) with remote flexibility to maintain culture and productivity.

## Why Work Here
- **Culture & Values**: Empowerment, collaboration, autonomy, “Best Answer Wins,” and a strong client-first mindset. Recognition and impact are central themes.
- **Remote/Hybrid Policy**: Hybrid working model (onsite 2–4 days per week depending on team). Offices in Houston, Chicago, Irvine, San Diego, Fort Worth. Remote-first environment with regular virtual social events.
- **Benefits** (full-time):
  - 401(k) matching (100% of first 3%, 50% of next 2%, immediate vesting)
  - Generous PTO – unlimited for salaried, 15 days accrual starting for hourly (increasing with tenure), plus 8 paid holidays
  - Paid parental leave (10 weeks for moms, 5 weeks for dads after 1 year)
  - Comprehensive health plans (medical, dental, vision, FSAs, short/long-term disability)
  - At-home equipment provisions
  - LifeMart discount program (travel, tuition, child care, etc.)
  - Paid referral bonuses up to $20,000
- **Development**: Ongoing job/managerial training, learning events, professional certifications, career guidance – strong promote-from-within culture.
- **Veteran & military spouse support**: Active partnership with Hiring Our Heroes.
- **Work environment**: Open concept offices with collaboration zones, stocked snacks, and some locations offer fitness centers or game rooms. Comprehensive onboarding (“Be@Beyond”) with buddy system.

## Sources
1. [beyondfinance.com](https://www.beyondfinance.com/careers/) – Career page with benefits, culture, values
2. [beyondfinance.com](https://www.beyondfinance.com/careers/life/) – Life as a Beyond employee details
3. [builtin.com](https://builtin.com/company/beyond-finance) – Company overview, founding year, headcount, offices
4. [linkedin.com](https://www.linkedin.com/company/beyond-finance) – LinkedIn company page
5. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/beyondfinance) – Active job listings (e.g., Technical Product Manager, Inside Sales)

## Other roles at Beyond Finance

- [Security Engineering Manager](https://feeny.ai/job/security-engineering-manager-beyond-finance-chicago-sf16z7rn1e5w) — Chicago, IL
- [Client Retention Specialist](https://feeny.ai/job/client-retention-specialist-beyond-finance-remote-vwjvqf2ev64p)
- [Senior Application Security Engineer](https://feeny.ai/job/senior-application-security-engineer-beyond-finance-remote-s4fcctqzatnp)
- [Senior Cloud Security Engineer](https://feeny.ai/job/senior-cloud-security-engineer-beyond-finance-remote-b4pa9jrhhdty)
- [Staff Security Engineer](https://feeny.ai/job/staff-security-engineer-beyond-finance-remote-sz771n4hzwp1)
- [Lead Data Platform Engineer](https://feeny.ai/job/lead-data-platform-engineer-beyond-finance-remote-4vf2rbhyv3yv)
- [Negotiations Escalations (Legal) Specialist - Remote](https://feeny.ai/job/negotiations-escalations-legal-specialist-remote-beyond-finance-remote-ch3qcd65vhqt)
- [Inside Sales Representative (Hybrid)](https://feeny.ai/job/inside-sales-representative-hybrid-beyond-finance-houston-3gefc9nn7kv5) — Houston, TX
- [Inside Sales Representative (Hybrid)](https://feeny.ai/job/inside-sales-representative-hybrid-beyond-finance-atlanta-v6mb57gh75xw) — Atlanta, GA
- [Associate IT Support Specialist](https://feeny.ai/job/associate-it-support-specialist-beyond-finance-houston-zreh34tym9yh) — Houston, TX