Beyond Finance

Bilingual Customer Service Representative

Remote

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

Requirements

Candidates must have at least 1 year of call center experience and be bilingual in Spanish. A reliable, high-speed internet connection is required, along with technical proficiency with a Client Relationship Management (CRM) system. Strong customer service orientation, excellent communication skills (listening, verbal, written), effective problem-solving abilities, and strong time management skills are essential. The ability to understand and empathize with customer issues and work from home in a distraction-free environment is also necessary.

Responsibilities

The Bilingual Customer Service Representative will serve as the primary point of contact for clients, acting as the voice of Beyond Finance and connecting Sales and Operations teams. Responsibilities include providing best-in-class customer service over the phone by responding to requests, anticipating needs, and educating clients on programs. Representatives will analyze client problems, provide timely solutions, handle difficult calls professionally, document outcomes, and independently resolve client requests. They will also develop positive client relations, coordinate with other departments, operate a desktop computer to manage client accounts in the CRM, and utilize resource materials to resolve inquiries. The role involves handling a high volume of clients in a remote call center environment.

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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