Beyond Finance

Account Executive

• Assess customers’ financial situation and guide them towards Beyond’s services
• Perform sales by utilizing consultative sales scripting and rebuttal techniques
• Educate clients on a variety of financial solutions available to resolve their debt
• Manage personal lead pipeline to maximize efficiency and productivity
• Diligently update all lead file notes, phases, and statuses in the CRM
• Ensure all sales transactions adhere to compliance standards

Inside Sales Representative

Customer Support

• Above all else, provide a best-in-class customer service experience over the phone by responding to client requests, anticipating unstated needs, and educating them on our programs
• Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner
• Employs strong interpersonal skills to handle difficult calls courteously and professionally
• Thoroughly documents request outcomes for accurate tracking and analysis
• Work efficiently and effectively to independently resolve client requests, both as a team and independently
• Develops and maintains positive client relations and coordinates with other departments within the company to ensure client requests and questions are handled appropriately and in a timely manner
• Operates a desktop computer to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System) for client accounts
• Utilizes appropriate resource materials to effectively and accurately interpret, respond and resolve client inquiries and problems
• Handle a high volume of clients in a work from home call center environment

Inside Sales Representative

Bilingual Customer Service Representative