Customer Success Specialist (CSR)

Beyond Finance; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking organization dedicated to helping individuals achieve financial freedom. As a Customer Service Representative, you will be the caring voice guiding clients through their financial hardship programs. This role requires a commitment to excellent service, strong communication skills, and the ability to thrive in a remote environment. With a focus on client relationships and problem-solving, you will play a crucial role in maintaining high service standards. Enjoy a collaborative work culture and benefits that reflect your value, including health contributions and generous PTO. If you are passionate about making a difference, this is the opportunity for you.

Benefits

Health, Dental, and Vision Programs

Generous PTO

Paid Holidays

Paid Parental Leave

401(k) Matching Program

Qualifications

• Minimum 1 year of call center experience required, preferably in high volume.
• Strong interpersonal skills and effective problem-solving mindset.

Responsibilities

• Provide helpful and caring customer service experience over high volume calls.
• Proactively identify, analyze, and resolve client issues.

Skills

Call Center Experience

Bilingual - Spanish

Strong Computer Technical Skills

Excellent Communication Skills

Active Listening

Problem Solving

Time Management

Tools

CRM Database

Desktop Computer Navigation

Job description

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About the Company 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 300,000 clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

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 the success of helping maintain 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.

Schedule

The Client Success Specialist role is a remote position. Our call center is open 7 days a week. Agents work a minimum of 1 weekend and 1 evening shift. The hours are M-F 7:00am-10:00pm CST and Sat/Sun 7:00am9:00pm CST. The ability to work weekends and evenings is required.

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

Required Skills

• Minimum 1 Year of Call Center Experience Required (High Volume preferred!)
• Bilingual - Spanish (preferred / not 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

Pay: Starting at $19 an hour with monthly performance bonus opportunity.

Equal Opportunity Statement Include a statement on commitment to diversity and inclusivity.

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

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