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, supportive user-centric technology, and customized financial solutions, we’ve helped over 200,000 clients on their path to a debt-free life.
While we’re proud of what we’ve already accomplished (over $1 billion in resolved debt), 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 Client Success 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.
As a Client Success Representative, you will complete a 4 week training program to become an expert in our 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.
What You’ll Do
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
Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner
Employs strong interpersonal skills to handle difficult calls courteously and professionally
Thoroughly documents request outcomes for accurate tracking and analysis
Work efficiently and effectively to independently resolve client requests, both as a team and independently
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
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
Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve client inquiries and problems
Handle a high volume of clients in a work from home call center environment
What We Look For
1-2 years in sales or customer service; Contact and/or Call Center background, a bonus
Bachelor’s Degree, preferred
Bilingual – Spanish (preferred / not required)
Technical proficiency with Client Relationship Management system (CRM)
Strong customer service orientation
Strong communicator: Includes listening, verbal & written communication, courteous and professional active listening skills is a must
Effective problem solver
Effective at time management, planning & organizing tasks and time
Ability to understand and empathize with customer issue(s)
Ability to work from home in a distraction free environment
Reliable, High Speed, Internet connection
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 salary may also be only one component of the offered competitive total rewards for this position that may also include commission, bonus, health care benefits, or other incentives.
Base Salary Range
$18—$20 USD