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.

Role Description We are looking for a Customer Success Specialist to take senior ownership of our most important client relationships in the property industry. Building on everything a Customer Success Executive does, you will manage a portfolio of higher-value and more complex accounts, act as the trusted advisor customers rely on, and set the standard for how we drive satisfaction, renewals, and growth. As one of the more experienced members of the team, you will also share best practice with colleagues and help raise the bar for customer success across Alto. What You’ll Do - Client Relationship Management - You will be the primary point of contact for a portfolio of higher-value and more complex clients, owning those relationships end to end. - You will build trusted relationships with senior decision-makers and stakeholders, understanding their business goals and how Alto can support them. - You will lead regular check-ins, reviews, and business analysis to keep clients satisfied and surface opportunities to add value. - Retention & Account Growth - You will lead contract renewals and identify upsell and cross-sell opportunities to maximise account value and revenue growth. - You will develop and execute strategies to mitigate churn, identifying at-risk clients and acting proactively to address their concerns. - You will give consultative advice, showing clients how new features or upgrades solve their emerging challenges. - Client Onboarding & Enablement - You will manage onboarding for new clients, ensuring a smooth and efficient transition onto the Alto platform. - You will deliver personalised training and resources so clients are empowered to use the platform to its full potential. - You will troubleshoot early implementation issues and work with internal teams to resolve client queries and technical concerns. - Collaboration & Advocacy - You will be the voice of the customer inside Alto, relaying client feedback to product and customer success teams to shape future enhancements. - You will partner with product and development teams to make sure customer needs are addressed in new releases and updates. - You will work closely with sales, marketing, and support to deliver a cohesive customer experience, and share best practice to help less experienced colleagues grow. - Reporting & Data Analysis - You will monitor and report on client account health, usage metrics, and satisfaction levels. - You will turn data into recommendations that help clients improve how they perform using Alto’s platform. - You will track and manage KPIs such as renewal rates, NPS, and customer engagement. Qualifications - Solid experience in customer success, account management, or relationship management — ideally within SaaS or the property industry — with the maturity to own senior and complex client relationships. - A strong understanding of SaaS business models and the software implementation lifecycle. - A proven track record of managing client relationships and driving account growth. - Excellent communication, presentation, and problem-solving skills, with the confidence to advise senior stakeholders. - A highly organised approach with strong time management and attention to detail across a demanding portfolio. - A can-do attitude, a desire to keep learning, and a willingness to share best practice with the wider team. - The ability to analyse data and turn it into actionable insights for clients. - Confidence with CRM tools such as Salesforce and familiarity with account management software. Benefits - Commission based OTE - 25 days annual leave + extra days for years of service - Day off for volunteering & Digital detox day - Festive Closure - business closed for period between Christmas and New Year - Cycle to work and electric car schemes - Free Calm App membership - Enhanced Parental leave - Fertility Treatment Financial Support - Group Income Protection and private medical insurance - Gym on-site in London - 7.5% pension contribution by the company - Talent referral bonus up to £5K

Role Description We are looking for a Customer Success Specialist to take senior ownership of our most important client relationships in the property industry. Building on everything a Customer Success Executive does, you will manage a portfolio of higher-value and more complex accounts, act as the trusted advisor customers rely on, and set the standard for how we drive satisfaction, renewals, and growth. As one of the more experienced members of the team, you will also share best practice with colleagues and help raise the bar for customer success across Alto. What You’ll Do - Client Relationship Management - You will be the primary point of contact for a portfolio of higher-value and more complex clients, owning those relationships end to end. - You will build trusted relationships with senior decision-makers and stakeholders, understanding their business goals and how Alto can support them. - You will lead regular check-ins, reviews, and business analysis to keep clients satisfied and surface opportunities to add value. - Retention & Account Growth - You will lead contract renewals and identify upsell and cross-sell opportunities to maximise account value and revenue growth. - You will develop and execute strategies to mitigate churn, identifying at-risk clients and acting proactively to address their concerns. - You will give consultative advice, showing clients how new features or upgrades solve their emerging challenges. - Client Onboarding & Enablement - You will manage onboarding for new clients, ensuring a smooth and efficient transition onto the Alto platform. - You will deliver personalised training and resources so clients are empowered to use the platform to its full potential. - You will troubleshoot early implementation issues and work with internal teams to resolve client queries and technical concerns. - Collaboration & Advocacy - You will be the voice of the customer inside Alto, relaying client feedback to product and customer success teams to shape future enhancements. - You will partner with product and development teams to make sure customer needs are addressed in new releases and updates. - You will work closely with sales, marketing, and support to deliver a cohesive customer experience, and share best practice to help less experienced colleagues grow. - Reporting & Data Analysis - You will monitor and report on client account health, usage metrics, and satisfaction levels. - You will turn data into recommendations that help clients improve how they perform using Alto’s platform. - You will track and manage KPIs such as renewal rates, NPS, and customer engagement. Qualifications - Solid experience in customer success, account management, or relationship management — ideally within SaaS or the property industry — with the maturity to own senior and complex client relationships. - A strong understanding of SaaS business models and the software implementation lifecycle. - A proven track record of managing client relationships and driving account growth. - Excellent communication, presentation, and problem-solving skills, with the confidence to advise senior stakeholders. - A highly organised approach with strong time management and attention to detail across a demanding portfolio. - A can-do attitude, a desire to keep learning, and a willingness to share best practice with the wider team. - The ability to analyse data and turn it into actionable insights for clients. - Confidence with CRM tools such as Salesforce and familiarity with account management software. Benefits - Commission based OTE - 25 days annual leave + extra days for years of service - Day off for volunteering & Digital detox day - Festive Closure - business closed for period between Christmas and New Year - Cycle to work and electric car schemes - Free Calm App membership - Enhanced Parental leave - Fertility Treatment Financial Support - Group Income Protection and private medical insurance - Gym on-site in London - 7.5% pension contribution by the company - Talent referral bonus up to £5K

Role Description Stay Group is an innovative Marketing company with a mission to help businesses acquire their target customers and create top-tier solutions in the iGaming and entertainment industry. Currently, we are looking for our perfect CRM & Retention Specialist to join our team and help us build meaningful customer journeys, improve engagement, and maximize retention across multiple communication channels. Qualifications - At least 2 years of experience in CRM, Retention, Lifecycle Marketing, or Email Marketing, preferably within the iGaming industry. - Experience working with CRM platforms and customer communication tools. - Strong understanding of customer lifecycle management, segmentation, and retention strategies. - Hands-on experience creating and managing email campaigns, automated customer journeys, trigger campaigns, and communication funnels. - Experience with A/B testing and analyzing campaign performance. - Understanding of key CRM metrics such as Open Rate, CTR, Conversion Rate, Bounce Rate, Unsubscribe Rate, and Customer Engagement. - Strong analytical mindset with the ability to interpret campaign performance and suggest data-driven improvements. - Experience collaborating with Product, Design, Content, and Marketing teams. - Excellent organizational skills with the ability to manage multiple campaigns simultaneously. - Upper-Intermediate English level or higher. Requirements - Create, launch, and manage customer communication campaigns across all available CRM channels. - Develop and maintain communication templates, ensuring technical accuracy and consistent delivery. - Build, optimize, and monitor automated customer journeys, trigger campaigns, onboarding, retention, and reactivation flows. - Collaborate with the CRM Manager to improve customer segmentation and lifecycle communication strategies. - Monitor campaign performance by analyzing key metrics such as delivery rate, open rate, click-through rate, conversion rate, bounce rate, and unsubscribe rate. - Generate regular reports, identify optimization opportunities, and proactively propose new hypotheses to improve communication effectiveness. - Coordinate with Design and Content teams by preparing detailed tasks and ensuring high-quality campaign assets. - Work closely with Product, Marketing, and Creative teams to deliver relevant and personalized customer communications. - Participate in A/B testing initiatives and continuously optimize customer engagement. - Contribute to the growth of the subscriber base while maintaining the lowest possible unsubscribe rates across all communication channels. Benefits - Freedom to choose where to work: work from anywhere in the world with the freedom of remote options. - Flexibility: enjoy flexible working hours that let you balance your personal and professional life while staying focused on delivering great results. - Corporate English speaking club: improve your English proficiency with regular practice and expert guidance. - A Culture That Cares: thrive in a friendly environment where a strong corporate culture builds connections, drives innovation, and makes you feel truly valued. - Comfort Fuels Success: experience comfortable conditions that inspire productivity and foster professional growth, giving you the tools and space to excel. - Accelerate Your Growth: seize career advancement opportunities in a rapidly expanding marketing company. As the company scales, so will your professional journey.