Beyond Finance · 22 hours ago
Client Success Specialist
United States
Full-time
Remote
Entry Level
$19/hr - $19/hr
1+ years expBeyond Finance is dedicated to helping individuals escape crippling debt through personalized financial solutions. The Client Success Specialist serves as the primary point of contact for clients, providing exceptional customer service and support throughout their financial hardship programs.
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Responsibilities
Above all else, provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity by responding to client requests, anticipating unstated needs, and educating them on our programs in a remote call center environment
Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution with focus on the customer relationship
Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions
Develop and maintain positive client relations and work collaboratively with other departments within the company to ensure client requests and questions are appropriately handled in a timely manner
Work independently and with a team to drive retention of clients through bolstering product knowledge and providing best-in-class service at all times
Operate, navigate, and troubleshoot a desktop computer to obtain and extract information; research through multiple computer programs/systems simultaneously and document information, activities and changes in the CRM database (Client Relationship Management System) for client accounts. Apply various troubleshooting techniques to resolve complicated technical or configuration issues
Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions
Meet and exceed client centric performance expectations focused around quality of service and efficiency
Engage with feedback to leader and team to collaborate and streamline workflows
Qualification
Required
Minimum 1 Year of Call Center Experience Required
Reliable, High Speed, Internet connection (Required)
Strong computer technical skills with the ability to learn and navigate complex systems
Excellent communication skills (written, verbal, and listening)
You operate with understanding, active listening, patience, empathy and kindness to customers
Strong interpersonal skills and can independently handle routine and complex client inquiries
Have a people-focused approach and solution mindset, you're an effective problem solver
Effective at time management, planning & organizing tasks
Ability to work from home in a distraction free environment
Preferred
Bilingual - Spanish (preferred / not required)
High Volume call center experience preferred
Benefits
Considerable employer contributions for health, dental, and vision programs
Generous PTO, paid holidays, and paid parental leave
401(k) matching program
Merit advancement opportunities
Career development & training
Company
Beyond Finance
Beyond Finance provides financial services to help individuals overcome debt and gain financial peace of mind.
1001-5000 employees
H1B Sponsorship
Beyond Finance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (28)
2024 (22)
2023 (14)
2022 (4)
2021 (13)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$805MKey Investors
Comvest Credit Partners
2023-08-22Debt Financing· $635M
2021-02-08Debt Financing· $110M
2021-01-01Series Unknown
Leadership Team
Lou Antonelli
Executive Vice President & Chief Operating Officer
Ruchir Doshi
Director of Product Management
Recent News
2026-01-06
2025-12-29
Company data provided by crunchbase