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 Specialist 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 Client Success Specialist 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.
As a Client Success Representative, you will complete a four 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 Specialist role is a remote position.
What You’ll Do
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
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
Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions
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
Work independently and with a team to drive retention of clients through bolstering product knowledge and providing best-in-class service at all times
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. Apply various troubleshooting techniques to resolve complicated technical or configuration issues
Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions.
Meet and exceed client centric performance expectations focused around quality of service and efficiency
Engage with feedback to leader and team to collaborate and streamline workflows
What We Look For
Bachelor’s Degree, preferred
Bilingual – Spanish (preferred / not required)
Strong technical aptitude and ability to learn and navigate complex systems
Excellent communication skills (written, verbal, and listening)
You operate with understanding, active listening, patience, empathy and kindness to customers
Strong interpersonal skills and can independently handle routine and complex client inquiries
Have a people-focused approach and solution mindset, you’re an effective problem solver.
Effective at time management, planning & organizing tasks
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—$18 USD