About Beyond Finance

Beyond Finance is a next generation financial services company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances.

We are in constant pursuit of “disruptors” that will help us get to the next level. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry.

Our team spirit and culture are what set us apart as a company. We love what we do, and we have fun doing it.

About The Role

We are looking to expand our Client Success Department. As a Client Success Specialist, the ideal candidate will serve as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs and provide the connection between our Enrollment and Negotiation teams. To be successful in this role, one must possess a “second-to-none” work ethic, an upbeat, positive attitude, and a strong attention to detail.

Our Client Success Department is critical to the success of helping maintain Beyond’s exemplary customer brand and this role focuses largely on meeting the needs of our clients by responding promptly to client requests and possessing an acute awareness that allows them to anticipate the client’s needs and exceed expectations. 

What You’ll Do

• Above all else, provide a best-in-class client service experience over the phone and other communication channels. You would be responding to client requests and anticipating unstated needs by answering general inquiries as well as addressing any problems or concerns they may have as they progress through our program to ensure a successful program graduation
• Through demonstrated effective listening, can analyze client concerns, and provide solutions in a timely and efficient manner
• Utilize Client Relationship Management software to facilitate the process of responding to and addressing client inquiries and concerns
• Thoroughly document client interactions, requests and outcomes for accurate tracking and analysis
• Utilize appropriate resource materials to provide one-call resolution when possible and resolve client inquiries/concerns with limited escalation to supervisors
• Work efficiently and effectively, both as a team and independently
• Develop and maintain positive client relations and coordinates with other departments within the company to ensure requests and questions are handled appropriately and in a timely manner
• Employ strong interpersonal skills to handle difficult calls courteously and professionally, both written and verbal

What We Look For

• Experience providing excellent customer service
• A proven top performer who understands how to provide outstanding service and exceed objectives
• Excellent interpersonal communication skills, both verbal and written
• Strong critical thinking, multi-tasking, and problem-solving abilities
• Ability to remain professional, empathetic, polite, flexible, confident, tactful, and patient when faced with complex problems and escalated client interactions
• Strong commitment to punctuality as the employee must be ready to report to work on time and on a consistent basis
• Ability to adapt to a fast-paced environment and prioritize directives and/or changes accordingly

Required Skills and Experience

• Effective Communication (i.e. active listening, written and verbal communication)
• Compliance and Regulatory Awareness
• Supports Team/Department Collaboration and Inclusion
• Critical Thinking and Problem Solving/Analysis

Why join us? 
We are looking for great people to join a fast-paced, growing, and innovative business. We offer:

• Considerable employer contributions for health, dental and vision programs  
• 401(K) match
• Merit advancement opportunities 
• Career development & training 

#LI-RK1