Teams at Beyond Finance

18 Hours AgoSaved
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Remote or Hybrid
Grand Rapids, MI, USA
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Fintech • Financial Services
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.
18 Hours AgoSaved
Easy Apply
Remote or Hybrid
Rochester, MN, USA
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Fintech • Financial Services
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.
18 Hours AgoSaved
Easy Apply
Remote or Hybrid
Columbus, OH, USA
Easy Apply
Fintech • Financial Services
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.