Remote Fintech Customer Success Associate

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

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.