Jobs at Beyond Finance

Manage payment settlement pipeline and exception reporting, communicate with creditors and agencies to clear payment issues, obtain documentation and proof of payment, maintain banking ledgers, attach documents in Salesforce, handle clerical tasks, multitask under deadlines, and support special projects and escalations.

Handle inbound calls to educate, deescalate, and retain clients enrolled in Beyond Finance hardship programs. Assess financial situations, use the CRM to record interactions, propose customized solutions, meet retention targets, and provide empathetic, high-quality customer service.

Serve as primary contact for clients in financial hardship programs, handling inbound calls to deescalate upset clients, educate on program options, analyze financial situations, retain at-risk customers, document interactions in the CRM, and meet retention targets while delivering empathetic, solution-oriented service.

Serve as primary point of contact for clients in financial hardship programs. Educate, deescalate, analyze finances, use CRM to record interactions, and retain at-risk clients by developing customized solutions while meeting retention targets.

Handle inbound calls to retain clients in Beyond Finance hardship programs by educating, empathizing, de-escalating, analyzing financial situations, using the CRM to document interactions, developing customized retention solutions, and meeting retention targets while delivering excellent customer service.

Handle inbound calls to educate, empathize with, and retain clients in Beyond Finance hardship programs. Deescalate upset customers, assess financial situations, use the CRM to document interactions, propose customized solutions, and meet retention targets while delivering excellent customer service.

Lead month-end, quarter-end, and year-end close activities; prepare lender/investor reporting; manage payroll and accruals; account for leases (ASC 842) and capitalized software (ASC 350-40); perform bank reconciliations, revenue recognition, intercompany billing, audit support, and identify process improvements.

Serve as primary inbound phone contact for clients in financial hardship programs. Educate, deescalate, assess financial situations, use CRM to document interactions, negotiate retention solutions, meet retention targets, and provide empathetic customer service.

Serve as primary point of contact for clients in financial hardship programs. Educate clients on program benefits, deescalate upset callers, assess financial situations, use CRM to track interactions, develop retention solutions, meet retention targets, and provide empathetic, high-quality phone-based customer service.

The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.

The Bilingual Customer Service Representative provides support to clients in financial hardship programs, ensuring exceptional service, problem-solving, and effective communication while managing client requests in a remote call center environment.

The FP&A Manager will build, maintain, and improve operating and scenario financial models, perform monthly variance and scenario analyses, manage cash projections, support budgeting and lender reporting, partner with Accounting and business leaders, and prepare presentations for senior management and investors.

Lead the Data Platform Engineering team owning ETL/reverse-ETL pipelines, replication, and production datastores. Define architecture, roadmap, standards (IaC, observability, schema contracts), mentor engineers, drive incident response and durable fixes, and partner on cross-team technical decisions and operational reliability for data correctness, completeness, and timeliness.

Beyond Finance is seeking collaborators potentially for future roles in a rapidly growing organization focused on helping clients achieve financial well-being. They emphasize a culture of community and also promote extensive benefits for employees.

Perform consultative inside sales to assess customers' financial situations and recommend debt resolution solutions. Manage a personal lead pipeline, make and receive high-volume inbound/outbound calls, update CRM records and lead statuses, follow scripted rebuttals, meet sales goals, and ensure all transactions comply with company and regulatory standards.

The Director of Strategy & Analytics will lead analytics efforts, conduct data analyses, and collaborate cross-functionally to deliver actionable insights for business growth.

The Technical Product Manager will prioritize product roadmap, lead product execution, collaborate with teams, and improve customer experience.

The Manager of Strategy & Analytics will analyze marketing performance, client retention, and customer value, collaborating with various teams to provide actionable insights.

The Business Analytics Associate analyzes marketing channel performance and client retention, presenting actionable insights to enhance company goals and KPIs.

The Senior Analyst will analyze marketing performance, optimize sales effectiveness, and collaborate cross-functionally to deliver actionable insights.