Customer Service Representative, Beyond Finance
Debt resolution programs
Be an early applicant
Debt resolution programs
501-1000 employees
Be an early applicant
501-1000 employees
Company mission
To help people escape crippling debt and achieve financial freedom.
Role
Who you are
- Minimum 1 Year of Call Center Experience Required (High Volume preferred!)
- Bilingual - Spanish (preferred / not required)
- Reliable, High Speed, Internet connection (Required)
- Strong computer technical skills with the 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
What the job involves
- 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
- 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 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
- 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
- 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
Our take
In a financial landscape where consumer debt has reached record highs, Beyond Finance specializes in debt resolution services tailored to individual needs. Recognizing the complexities of personal debt, the company focuses on creating debt reduction schemes that guide consumers through the intricacies of debt consolidation and resolution, offering a strategic approach to alleviate the burden of indebtedness.
The company's debt reduction programs come equipped with financial education and tools, delivered via an individualized scheme. Importantly, this is all accessible via a mobile app, meaning Beyond's programs stand out for being incredibly easy to manage and use.
This commitment to providing simple, tailored debt resolution services underscores Beyond's dedication to helping individuals regain financial control. In its pursuit of sustained growth, the company has secured a substantial injection of capital that is poised to propel its consistent operations and fuel future growth.
Freddie
Company Specialist
Insights
Few candidates hear
back within 2 weeks
Company
Company benefits
- Generous PTO
- Competitive Health Care Plans
- 401(k) Matching
- Paid Referral Program
- Paid Parental Leave
- LifeMart Discount Program
- At-home Equipment Provisions
Company values
- Clients First: We walk with our clients every step of the way through their finanical journey, showing compassion and empathy until we help them live the debt-free life they deserve
- Best Answer Wins: We encourage differences of opinion and perspective through direct communication, collaboration and empowering people across all roles and levels. Our innovative ideas and broad range of expertise help us reach the best solution for those we serve
- Data-driven Approach: Fueled by technology and data, we are inspired to explore new ways to solve old problems. We use metrics and innovation to maximize customer satisfaction and retention
- Operate as an Owner: We are motivated to execute, deliver results and roll up our sleeves to work together for the success of our clients, our company and each other
- Elevate Others: By working together, we lift up our clients and employees to strive for excellence, reach their milestones, and accomplish their objectives
Company HQ
Chicago Loop, Chicago, IL
Articles
Leadership
Lou Antonelli
(COO, not founder)Has worked at Beyond Finance since 2019, initially as an Executive VP before becoming the Chief Operating Officer in 2020. Before joining Beyond, they were the VP and CRO at National Debt Relief and the Director of Business Relationships at Costco.
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