Customer Service Representative

The Customer Service Representative at Beyond Finance serves as the primary point of contact for clients enrolled in the company's financial hardship programs. They are responsible for providing a helpful and caring customer service experience over high volume inbound and outbound client phone calls. The role requires proactive identification and resolution of client issues, as well as the development and maintenance of positive client relations. The Customer Service Representative must possess strong communication skills, excel at customer interaction, and deliver practical solutions. They will also need to work independently and as part of a team to drive client retention and meet performance expectations.

• Provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls
• Respond to client requests, anticipate unstated needs, and educate them on our programs
• Proactively identify, analyze, and resolve client issues
• Exhibit strong written/verbal communication skills and excel at customer interaction
• Develop and maintain positive client relations
• Work collaboratively with other departments within the company
• Drive retention of clients through bolstering product knowledge and providing best-in-class service
• Operate, navigate, and troubleshoot a desktop computer to obtain and extract information
• Research through multiple computer programs/systems simultaneously and document information in the CRM database
• Apply troubleshooting techniques to resolve complicated technical or configuration issues
• Continuously learn, interpret, and utilize company and industry knowledge
• Meet and exceed client centric performance expectations focused on quality of service and efficiency
• Engage with feedback to leader

• Complete a four week training program
• Provide superior customer service and a positive experience to clients
• Work in a remote call center environment
• Proactively identify, analyze, and resolve client issues
• Exhibit strong written/verbal communication skills
• Develop and maintain positive client relations
• Work collaboratively with other departments within the company
• Drive retention of clients through bolstering product knowledge and providing best-in-class service
• Operate, navigate, and troubleshoot a desktop computer
• Continuously learn and utilize company and industry knowledge
• Meet and exceed client centric performance expectations
• Engage with feedback to leader

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training
• Uplifting, collaborative work environment
• Team spirit and culture of community, connection, and belonging