Customer Service Representative | Beyond Finance | Remote (United States)
Posted 2025-09-08
Remote, USA
Full Time
Immediate Start
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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 300,000 clients on their path to a brighter future.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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 class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"> <strong class=" font-semibold">About The Role</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><em><strong class=" font-semibold">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. The ability to work weekends and evenings is required.</strong></em></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What You’ll Do</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions.</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Meet and exceed client centric performance expectations focused around quality of service and efficiency</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Engage with feedback to leader and team to collaborate and streamline workflows</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What We Look For</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Minimum 1 Year of Call Center Experience Required (High Volume preferred!)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Bilingual – Spanish (preferred / not required)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Reliable, High Speed, Internet connection (Required)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Strong computer technical skills with the ability to learn and navigate complex systems</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Excellent communication skills (written, verbal, and listening)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">You operate with understanding, active listening, patience, empathy and kindness to customers</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Strong interpersonal skills and can independently handle routine and complex client inquiries</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Have a people-focused approach and solution mindset, you’re an effective problem solver.</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Effective at time management, planning & organizing tasks</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Ability to work from home in a distraction free environment</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Why Join Us?</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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:</p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Considerable employer contributions for health, dental, and vision programs</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Generous PTO, paid holidays, and paid parental leave</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">401(k) matching program</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Merit advancement opportunities</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Career development & training</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><em>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></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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 class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"> <strong class=" font-semibold">About The Role</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><em><strong class=" font-semibold">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. The ability to work weekends and evenings is required.</strong></em></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What You’ll Do</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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 class=" leading-snug mb-2 pl-2"><span class="text-gray-200">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</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions.</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Meet and exceed client centric performance expectations focused around quality of service and efficiency</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Engage with feedback to leader and team to collaborate and streamline workflows</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What We Look For</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Minimum 1 Year of Call Center Experience Required (High Volume preferred!)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Bilingual – Spanish (preferred / not required)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Reliable, High Speed, Internet connection (Required)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Strong computer technical skills with the ability to learn and navigate complex systems</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Excellent communication skills (written, verbal, and listening)</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">You operate with understanding, active listening, patience, empathy and kindness to customers</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Strong interpersonal skills and can independently handle routine and complex client inquiries</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Have a people-focused approach and solution mindset, you’re an effective problem solver.</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Effective at time management, planning & organizing tasks</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Ability to work from home in a distraction free environment</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Why Join Us?</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">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:</p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Considerable employer contributions for health, dental, and vision programs</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Generous PTO, paid holidays, and paid parental leave</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">401(k) matching program</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Merit advancement opportunities</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Career development & training</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><em>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></p>