Customer Success Representative

About Beyond Finance:
Beyond Finance is an exciting next generation FinTech company headquartered in Boston MA with offices in Beverly MA and Houston TX. We provide financial products that are simple and transparent that aim to improve people’s lives. As the consumer debt market continues to grow in the United States; we made it our objective to create a transparent and fair debt management services that are customized to the consumers’ individual circumstances.

Our Leadership team comprises of individuals who have extensive experience and expertise in the financial services and debt management spheres. Their proven experiences have helped to create and grow brands such as WebEx, Barclays, Prosper, and Capital One. We are reinventing the market by investing in innovative technologies to better identify and target the market segment. At the same time, extensive market research also enables us to customize our products to better services them. What set us apart as a company is the people that we have in the organization. Our team spirit and company culture further solidified the foundation to provide world class services and create a fun and innovative working environment.

The Customer Success Representative Role

Our Customer Success Representatives (CSR) serve as the primary point of contact for customers 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 Customer Success Department is critical to the success of helping maintain Beyond’s exemplary customer brand.

Schedule: 10:30am – 7:00pm CST

Essential Responsibilities

• 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 customer 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 customer relations and coordinates with other departments within the company to ensure customer requests and questions are handled appropriately and in a timely manner
• Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve customer inquiries and problems
• Employs strong interpersonal skills to handle difficult calls courteously and professionally

Requirements

• Technical Proficiency with Client Relationship Management system (CRM)
• Customer Service Orientation
• Effective Communication: Includes listening, verbal & written
• Compliance Awareness
• Supports Team/Department Collaboration & Inclusion
• Problem Solving/Analysis
• Planning & Organizing

Why Join Us?

We are looking for great people to join a fast-paced, growing, and innovative business.

We offer:

• Considerable employer contributions for health, dental and vision
• FSA programs for commuter, healthcare and dependent care
• 3 weeks (15 days) Personal Time Off day (PTO)
• 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 Financial Technology company that loves what we do…and we have fun doing it!

Beyond Finance is an equal opportunity employer