Client Success Specialist at Beyond Finance (Remote)

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Beyond Finance is a next generation financial services company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances.

We're in constant pursuit of new collaborators that will help us get to the next level. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry.

Our team spirit and culture are what set us apart as a company. We love what we do, and we have fun doing it.

About The Role
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 (preferred / not required) 
  • 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 

More importantly, our team spirit and culture are what really sets us apart as a company. We’re a world-class company that loves what we do…and we have fun doing it!

Under the California Consumer Privacy Act (“CCPA”), Beyond Finance is informing California residents who are our job applicants, contractors or prospective employees (together “job applicants”) about the categories of personal information we collect about you and the purposes for which we will use this information. This notice and our Privacy Policy contain important information relating to the CCPA and apply only to personal information that is subject to the CCPA. Please see our website for the full CCPA statement.

*Beyond Finance is an equal opportunity Employer*

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions.  No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance Finance and HR teams.  No placement fee will be paid to any third party unless such a request has been made by the Beyond Finance HR team.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • ApexLanguages
    • jQueryLibraries
    • Twitter BootstrapLibraries
    • Ruby on RailsFrameworks
    • Microsoft SQL ServerDatabases
    • PostgreSQLDatabases
    • RedshiftDatabases
    • LookerDatabases
    • Google AnalyticsAnalytics
    • LookerAnalytics
    • Heap AnalyticsAnalytics
    • TableauAnalytics
    • Google OptimizeAnalytics
    • IllustratorDesign
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    • PhotoshopDesign
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    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • Monday.comManagement
    • WordpressCMS
    • SalesforceCRM
    • VelocifyCRM
    • MaropostEmail
    • Google AdsLead Gen
    • Bing AdsLead Gen
    • Facebook AdsLead Gen
    • DisplayLead Gen

An Insider's view of Beyond Finance

How would you describe the company’s work-life balance?

Everyone at Beyond is hard-working, smart, and gets the job done. Because of that, there's a lot of trust when it comes to taking the time off we need. Leadership offers a generous PTO plan to support wellness and growth outside of work, and everyone encourages each other's non-work hobbies and interests through Slack channels and coffee chats!

Abby

Senior Director of Analytics

What does your typical day look like?

I love working at Beyond Finance as I get to have flexibility in my schedule. I work with some of the most talented people in Chicago, which drives me to produce high quality of work and results. It's great to work with a team that listens to an idea and gives constructive feedback on it.

Shyam

Lead SDET

How does the company support your career growth?

Beyond Finance encourages and supports my growth and skills by always encouraging me to take on new, and progressively more challenging, projects. In my time here, I have found that the leadership team is not only genuinely interested in my career goals, but that they actively seek to support them.

Andrea

Software Engineer

How do you empower your team to be more creative?

Everyone has total ownership over their work and ultimately has to decide the best way to accomplish their objectives. I encourage my team to use all the resources they have available to them - internally and externally - to reach the best end state.

Susan

SVP Marketing and Analytics

How do you collaborate with other teams in the company?

Beyond Finance recognizes the value of collaboration and looks for ways to foster it within our teams. Our teammates come from diverse backgrounds and are willing to help each other. We work together and get new ideas through meetings, one-on-one conversations, team lunches, happy hours and more.

Lin

Digital Marketing Manager

What are Beyond Finance Perks + Benefits

Beyond Finance Benefits Overview

Beyond Finance offers competitive compensation, paid medical insurance and a 401k match.

Culture
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Employees are eligible for medical, dental and vision on the first of the month after 30 days of employment.
Life Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Beyond employees are able to contribute to a Dependent Care FSA to cover eligible dependent care expenses.
Generous Parental Leave
We provide up to 3 weeks of paid parental leave to employees who give birth to a child, committed partners of someone who gave birth, and parents who adopt, foster or become parents through surrogacy.
Flexible Work Schedule
Beyond provides employees with a flexible work schedule that includes flexible start and end times.
Remote Work Program
In an effort to keep our employees safe during the current health crisis, our Chicago team is currently working remotely.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Beyond Finance keeps a stocked kitchen full of snacks, tea and coffee.
Happy Hours
Parking
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within

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