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 provides 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.

What You’ll Do

  • Above all else, provides a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs
  • Through demonstrated effective listening, can analyze client problems and provide information and solutions in a timely and efficient manner
  • Operates a PC/image station to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System)
  • Thoroughly documents request outcomes for accurate tracking and analysis
  • Work efficiently and effectively, 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
  • Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve client inquiries and problems
  • Employs strong interpersonal skills to handle difficult calls courteously and professionally


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 (strongly preferred)
  • Must be able to work 10a-7p PT shift
  • Technical proficiency with Client Relationship Management system (CRM)
  • Strong customer service orientation
  • Strong communicator: Includes listening, verbal & written communication
  • Supports team/department collaboration & inclusion
  • Effective problem solver
  • Effective at time management, planning & organizing tasks and time
Why join us?

We are looking for great people to join a fast-paced, growing, and innovative business. For eligible fulltime employees, we offer:

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