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Customer Service Representative
full-time•$0k - $0k
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 Representative serves as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs. They are Beyond’s caring voice to the client and guide them from enrollment through graduation. Our Customer Service Representative possesses 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 white glove service standard. </span></p>
<p><span style="font-weight: 400;">As a Customer Service Representative, you will complete a four 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 Specialist role is a remote position. </span></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 helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity by responding to client requests, anticipating unstated needs, and educating them on our programs in a remote call center environment</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution with focus on the customer relationship</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions </span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Develop and maintain positive client relations and work collaboratively with other departments within the company to ensure client requests and questions are appropriately handled in a timely manner</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Work independently and with a team to drive retention of clients through bolstering product knowledge and providing best-in-class service at all times</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Operate, navigate, and troubleshoot a desktop computer to obtain and extract information; research through multiple computer programs/systems simultaneously and document information, activities and changes in the CRM database (Client Relationship Management System) for client accounts. </span><span style="font-weight: 400;">Apply various troubleshooting techniques to resolve complicated technical or configuration issues</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Meet and exceed client centric performance expectations focused around quality of service and efficiency</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Engage with feedback to leader and team to collaborate and streamline workflows</span></li>
</ul>
<p><strong>What We Look For</strong></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Minimum 1 year relevant call center experience (Required)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Bilingual - Spanish (preferred / not required) </span></li>
<li><span style="font-weight: 400;">Reliable, high speed internet connection with ethernet (Required)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Strong computer technical skills with the ability to learn and navigate complex systems</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Excellent communication skills (written, verbal, and listening)</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">You operate with understanding, active listening, patience, empathy and kindness to customers</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Strong interpersonal skills and can independently handle routine and complex client inquiries</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Have a people-focused approach and solution mindset, you’re an effective problem solver.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Effective at time management, planning & organizing tasks </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>#LI-JS2</p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><em>The base salary range represents the low and high end of the anticipated salary range for this position<strong data-stringify-type="bold">. </strong>The actual base salary offered will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed.</em></div><div class="title">Base Pay Range</div><div class="pay-range"><span>$19</span><span class="divider">—</span><span>$20 USD</span></div></div></div><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>
What you'll do
- The Customer Service Representative provides a caring customer service experience through high volume inbound and outbound calls, guiding clients through financial hardship programs. They proactively identify and resolve client issues while maintaining positive client relations and collaborating with other departments.
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.
Ready to join Beyond Finance?
Take the next step in your career journey
Frequently Asked Questions
What does Beyond Finance pay for a Customer Service Representative?
Beyond Finance offers a competitive compensation package for the Customer Service Representative role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.
What does a Customer Service Representative do at Beyond Finance?
As a Customer Service Representative at Beyond Finance, you will: the Customer Service Representative provides a caring customer service experience through high volume inbound and outbound calls, guiding clients through financial hardship programs. They proactively identify and resolve client issues while maintaining positive client relations and collaborating with other departments..
How do I apply for the Customer Service Representative position at Beyond Finance?
You can apply for the Customer Service Representative position at Beyond Financedirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.