Customer Service Representative

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At Beyond Finance, Customer Service Representatives are the heartbeat the client’s experience—offering support and compassion to clients enrolled in financial hardship programs. You’ll act as a guide and problem-solver, providing top-tier customer service from enrollment through graduation.

After completing a four-week remote training program, you’ll become an expert in our services. From there, your mission is to deliver caring, solutions-focused assistance over phone calls and ensure our clients receive support every step of the way.

What You’ll Do

  • Deliver friendly, knowledgeable service over high-volume inbound/outbound calls.

  • Quickly identify and resolve client needs with empathy and confidence.

  • Collaborate with internal teams to handle escalations or complex client questions.

  • Document client activity accurately using internal CRM systems.

  • Maintain strong product knowledge to educate and retain clients.

  • Troubleshoot technical issues and assist clients with navigating systems.

  • Meet service quality and efficiency goals while staying focused on client success.

  • Participate in team discussions and feedback loops to improve service delivery.

What We’re Looking For

  • 1+ year of call center experience (high-volume preferred).

  • Reliable high-speed internet and the ability to work in a quiet, distraction-free home environment.

  • Bilingual in Spanish is a plus, but not required.

  • Excellent communication and interpersonal skills.

  • Strong problem-solving, active listening, and time management abilities.

  • Technically adept with experience using multiple systems simultaneously.

  • Empathetic, patient, and customer-first mindset.

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