About this role
<div class="content-intro"><p class="c-mrkdwn__pre" style="text-align: left;" data-stringify-type="pre">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,<strong> </strong>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.</p>
<p class="c-mrkdwn__pre" style="text-align: left;" data-stringify-type="pre">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.</p>
<p> </p></div><p><strong>About The Role</strong></p>
<p><span style="font-weight: 400;">Our Customer Service Representatives (CSR) serve as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs. They are Beyond’s voice to the client and provide the connection between our Sales and Operations teams. Our CSRs possess a “second-to-none” work ethic and an upbeat, positive and passionate attitude about customer service. By responding promptly to client requests, and possessing an acute awareness that allows them to anticipate the client’s needs and exceed expectations, our Client Success Department is critical to the success of helping maintain Beyond’s exemplary customer brand. </span></p>
<p><span style="font-weight: 400;">As a Customer Service Representative, you will complete a 4 week training program to become an expert in Beyond's financial hardship programs. After you successfully complete training, you will be responsible for providing superior customer service and a positive experience to our clients. The Client Success Representative role is a remote position. </span></p>
<p class="p1"><em><strong>Our call center is open 7 days a week. The hours are M-F 7:00am-10:00pm CST and Sat/Sun 7:00am-9:00pm CST.</strong></em></p>
<p><strong>What You’ll Do</strong></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Above all else, provide a best-in-class customer service experience over the phone by responding to client requests, anticipating unstated needs, and educating them on our programs</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Employs strong interpersonal skills to handle difficult calls courteously and professionally</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Thoroughly documents request outcomes for accurate tracking and analysis</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Work efficiently and effectively to independently resolve client requests, both as a team and independently</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Develops and maintains positive client relations and coordinates with other departments within the company to ensure client requests and questions are handled appropriately and in a timely manner</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Operates a desktop computer to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System) for client accounts</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve client inquiries and problems</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Handle a high volume of clients in a work from home call center environment</span></li>
</ul>
<p><strong>What We Look For</strong></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">1 year call center experience (Required)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Bilingual - Spanish (Required)</span></li>
<li><span style="font-weight: 400;">Reliable, High Speed, Internet connection (Required)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Technical proficiency with Client Relationship Management system (CRM)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Strong customer service orientation</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Strong communicator: Includes listening, verbal & written communication, </span><span style="font-weight: 400;">c</span><span style="font-weight: 400;">ourteous and professional active listening skills is a must </span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Effective problem solver</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Effective at time management, planning & organizing tasks and time </span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Ability to understand and empathize with customer issue(s)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Ability to work from home in a distraction free environment</span></li>
</ul>
<p><span style="font-weight: 400;">#LI-NA1</span></p><div class="content-conclusion"><p><strong>Why Join Us?</strong></p>
<p><span style="font-weight: 400;">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:</span></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Considerable employer contributions for health, dental, and vision programs</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Generous PTO, paid holidays, and paid parental leave</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">401(k) matching program</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Merit advancement opportunities</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Career development & training</span></li>
</ul>
<p><span style="font-weight: 400;">And finally, our team spirit and culture! We</span><span style="font-weight: 400;"> cultivate an environment of community, connection, and belonging across our entire organization.</span></p>
<p><span style="font-weight: 400;"><em data-stringify-type="italic">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.</em></span></p></div>
About Beyond Finance
Beyond Finance is a next-generation fintech company with a mission to help people escape crippling debt and achieve financial freedom. Every day, the Beyond team supports our clients by offering individualized care, financial education and tools, and customized solutions to fit each of their circumstances.
Join a team where:
… you, your work, and your voice matter — not just within the company, but to the lives of thousands of people.
… you’ll retain autonomy over your own work and collaborate with supportive leaders and colleagues.
… recognition, growth, and work-life balance are top of mind.