Customer Service Representative
Updated on 11/14/2023
Beyond Finance

501-1,000 employees

Personalized financial solutions for debt relief and education
Company Overview
Beyond Finance is a fintech company that stands out for its commitment to individualized customer care, financial education, and customized debt solutions. The company fosters a culture where employees have autonomy, are recognized for their contributions, and maintain a healthy work-life balance. Testimonials from clients highlight the company's effectiveness in debt resolution, its attentive customer service, and its ability to provide financial relief and hope, positioning Beyond Finance as a leader in the financial services industry.
Financial Services

Company Stage


Total Funding





Chicago, Illinois

Growth & Insights

6 month growth


1 year growth


2 year growth

Florence, KY, USA
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • Bachelor’s Degree, preferred
  • Bilingual - Spanish (preferred / not required)
  • Strong technical aptitude and ability to learn and navigate complex systems
  • Excellent communication skills (written, verbal, and listening)
  • 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
  • Reliable, High Speed, Internet connection
  • Provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity
  • Respond to client requests, anticipate unstated needs, and educate them on our programs in a remote call center environment
  • Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking
  • 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
  • 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
  • Apply various troubleshooting techniques to resolve complicated technical or configuration issues
  • Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures
  • 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
Desired Qualifications
  • Bilingual - Spanish