Beyond Finance

Bilingual Customer Service Representative

Remote

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial Services, Debt ManagementIndustries

Customer Service Representative

Salary: Not Specified Location Type: Remote Employment Type: Not Specified

Company Overview

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 700,000 clients on their path to a brighter future.

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.

About The Role

Our Customer Service 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 provide 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.

As a Customer Service Representative, you will complete a 4-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 Representative role is a remote position.

Our call center is open 7 days a week. The hours are M-F 7:00 am - 10:00 pm CST and Sat/Sun 7:00 am - 9:00 pm CST.

Responsibilities

  • Provide a best-in-class customer service experience over the phone by responding to client requests, anticipating unstated needs, and educating them on our programs.
  • Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner.
  • Employ strong interpersonal skills to handle difficult calls courteously and professionally.
  • Thoroughly document request outcomes for accurate tracking and analysis.
  • Work efficiently and effectively to independently resolve client requests, both as a team and independently.
  • Develop and maintain positive client relations and coordinate with other departments within the company to ensure client requests and questions are handled appropriately and in a timely manner.
  • Operate a desktop computer to obtain and extract information; document information, activities, and changes in the CRM database (Client Relationship Management System) for client accounts.
  • Utilize appropriate resource materials to effectively and accurately interpret, respond, and resolve client inquiries and problems.
  • Handle a high volume of clients in a work-from-home call center environment.

Requirements

  • 1 year of call center experience (Required)
  • Bilingual - Spanish (Required)
  • Reliable, high-speed internet connection (Required)
  • Technical proficiency with Client Relationship Management (CRM) systems.
  • Strong customer service orientation.
  • Strong communicator: Includes listening, verbal & written communication, courteous and professional active listening skills are a must.
  • Effective problem solver.
  • Effective at time management, planning & organizing tasks and time.
  • Ability to understand and empathize with customer issue(s).
  • Ability to work from home in a distraction-free environment.

Why Join Us?

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:

  • Considerable employer contributions for health, dental, and vision programs.

Skills

Customer Service
Communication
Problem-Solving
Client Relations
Bilingual

Beyond Finance

Debt relief solutions for unsecured debt

About Beyond Finance

Beyond Finance provides debt relief solutions for individuals struggling with unsecured debt, such as credit card debt and personal loans. The process starts with a free online assessment to determine if a client's debt qualifies for their services, followed by the development of a personalized plan using proprietary technology. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company offers consolidation loan options through a network of lenders. Beyond Finance differentiates itself by charging fees only after clients see results, ensuring a strong focus on customer service and communication.

Houston, TexasHeadquarters
2016Year Founded
$805MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Holidays
Parental Leave
401(k) Company Match
Professional Development Budget

Risks

Rising interest rates may reduce demand for debt consolidation loans.
Increased competition from fintech startups could erode Beyond Finance's market share.
Potential regulatory changes could increase operational costs for Beyond Finance.

Differentiation

Beyond Finance offers free financial therapy, enhancing holistic financial wellness solutions.
The company provides a mobile app for debt management, a first in the industry.
Beyond Finance's success fee model aligns company interests with client outcomes.

Upsides

Increased demand for digital financial tools boosts Beyond Finance's mobile app adoption.
Investor confidence is high, evidenced by a $635 million credit facility from Comvest.
Recognition for customer service and transparency enhances Beyond Finance's brand reputation.

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