Customer Service Rep at Beyond Finance - Fintech Growth

Beyond Finance; United States; Remote; USD 26,000 - 28,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401(k) matching

Paid parental leave

PTO

Job summary

Beyond Finance is seeking a Customer Service Representative to support clients enrolled in financial hardship programs from a fully remote location. You will respond to inquiries, explain debt-resolution options, and guide clients from enrollment to graduation with empathy and a focus on first-call resolution.

The role includes a four-week paid training, CRM proficiency development, and performance-based growth within a supportive, compliance-driven fintech culture.

Qualifications

• CRM proficiency and active listening skills are essential.
• Conflict resolution and customer-centric problem solving are required.
• Strong written and verbal communication abilities are essential.
• Ability to learn financial hardship programs and CRM systems.
• KPI-focused performance expectations may apply.

Responsibilities

• Provide a helpful customer service experience over high-volume calls in a remote environment.
• Identify, analyze, and resolve client issues to achieve first-call resolution.
• Communicate clearly and deliver practical solutions.
• Maintain positive client relations and collaborate with other departments.
• Work independently and with a team to drive client retention and product knowledge.

Skills

CRM proficiency

Active listening

Conflict resolution

Financial product knowledge

Performance metrics management

Job description

Customer Service Rep at Beyond Finance - Fintech Growth — Remote

This Customer Service Representative role at Beyond Finance offers a structured entry point into the fintech and financial services sector, with a clear focus on client success within debt resolution programs.

Green flags:

• A four-week paid training program signals investment in employee onboarding — good for career switchers or those new to financial services.
• Merit advancement opportunities and career development benefits suggest a defined growth path, which is valuable for early-career professionals.
• The company has served over 1 million clients, indicating scale and stability — this is not a pre-revenue startup.
• Bilingual (Spanish) skills are preferred, which can command a pay premium and improve your market value.

Compensation perspective: At $19–$20/hr, this is at or slightly below market for remote call center roles in the US (typical range: $18–$23/hr for experienced reps). It's entry-level compensation, but the full benefits package — health, dental, vision, 401(k) match, paid parental leave — adds meaningful total compensation value.

Skills developed: CRM proficiency, active listening, conflict resolution, financial product knowledge, and performance metrics management — all transferable to higher-paying roles in account management, financial coaching, or customer success at SaaS companies.

Watch for: Call center roles can have high turnover and metric-driven pressure. The emphasis on "first call resolution" and performance expectations signals a KPI-heavy environment — manageable, but worth clarifying during interviews.

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user‑centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.

About The Role

Our Customer Service Representative serves as the primary point of contact for clients enrolled in Beyond Finance's financial hardship programs. They are Beyond's caring voice to the client and guide them from enrollment through graduation. Our Customer Service Representative possesses 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 maintaining Beyond's white glove service standard.

As a Customer Service Representative, you will complete a four-week training program to become an expert in Beyond's financial hardship programs. After you successfully complete training, you will be responsible for providing superior customer service and a positive experience to our clients. The Customer Service Representative role is a remote position.

What You'll Do

• 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 a focus on the customer relationship.
• Exhibit strong written and verbal communication skills, excel at customer interaction, and deliver practical solutions.
• Develop and maintain positive client relations and work collaboratively with other departments to ensure client requests and questions are handled in a timely manner.
• Work independently and with a team to drive client retention by 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 systems simultaneously and document information, activities, and changes in the CRM database for client accounts.
• 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 on quality of service and efficiency.
• Engage with feedback from leaders and teammates to collaborate and streamline workflows.

What We Look For

• Minimum 1 year of relevant call center experience (Required)
• Bilingual — Spanish (preferred, not required)
• Reliable, high‑speed internet connection with ethernet (Required)
• Strong computer technical skills with the ability to learn and navigate complex systems
• Excellent communication skills (written, verbal, and listening)
• Operate with understanding, active listening, patience, empathy, and kindness toward customers
• Strong interpersonal skills; ability to independently handle routine and complex client inquiries
• People‑focused approach and solution mindset — an effective problem solver
• Effective at time management, planning, and organizing tasks
• Ability to work from home in a distraction‑free environment

The base salary range represents the low and high end of the anticipated salary range for this position. The actual base salary offered will depend on numerous factors including the individual's skills, experience, performance, and the location where work is performed.

Base Pay Range: $19–$20 USD per hour

Why Join Us?

While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full‑time employees, we offer:

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

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 any parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

Is this Customer Service Representative position fully remote? Yes, the role is fully remote. However, you must have a reliable, high‑speed internet connection with an ethernet connection and be able to work in a distraction‑free home environment. What is the pay rate for this position? The base pay range is $19–$20 per hour. The actual rate offered depends on your skills, experience, performance, and work location. Is call center experience required to apply? Yes, a minimum of 1 year of relevant call center experience is required. Bilingual Spanish skills are preferred but not required. What kind of training is provided for this role? New hires complete a four‑week training program designed to make them experts in Beyond Finance's financial hardship programs before taking on client interactions independently. What benefits does Beyond Finance offer for this role? Eligible full‑time employees receive employer contributions toward health, dental, and vision insurance; generous PTO and paid holidays; paid parental leave; a 401(k) matching program; and career development and training support.

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