Beyond Finance

Operations

• Manage daily settlement pipeline and exception reporting for the payment setup and clearing process.
• Communicate with creditors and agencies (on the phone and via email) in order to clear payment exceptions and uncleared payments.
• Support the acquisition of required documentation required to successfully remit a payment.
• Request proof of payment from collection agencies, creditors, and our third-party payment processor company.
• Utilize accumulation of funds banking ledger to determine when funds will be available for the payment remittance and ensure sufficient deposit account balances based on operational need.
• Uphold high level of knowledge of departmental functions and activities in order to respond to internal and external inquiries and requests for information and departmental support.
• Scan necessary documents and attach them to client accounts in our client relations management system (Salesforce).
• Actively multitask with the ability to maintain attention to small details.
• Provide support in word processing, typing correspondence and proofreading.
• Have the capability to flex-work to manage multiple priorities, meet tight deadlines and manage last-minute changes.
• Be responsible for special projects and other assignments as directed by the Business Operations.
• Research and accuracy required when handling escalation issues

Payment Operations Associate

Customer Retention Specialist

• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
• Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
• Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs.

Client Retention Specialist

• Educate Clients: Provide comprehensive information about Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
• Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
• Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

Bilingual Client Retention Specialist

• Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they understand benefits, process, and options
• Interact primarily through inbound phone calls to deescalate upset clients and empathize with their financial difficulties
• Use CRM to access client information and maintain accurate records of interactions and program progress
• Assess clients' financial situations and determine appropriate options to help them become debt-free
• Collaborate with clients to develop customized solutions and encourage retention in the Beyond Finance program
• Meet or exceed retention targets and earn commissions based on client outcomes
• Provide best-in-class customer service across phone and various communication tools, responding to requests and anticipating needs

Account Executive

• This is a great opportunity to join a world-class sales team at a company experiencing tremendous growth and helping people gain financial freedom.
• You will earn base pay and uncapped commissions; top agents earn $150k-$300k+ per year.
• This hybrid role offers three days per week in the Houston office after 90 days of employment, balancing in-person collaboration with remote work.
• Responsibilities include assessing customers' financial situation, guiding them toward Beyond’s services, educating clients on financial solutions, managing personal lead pipeline, updating the CRM, and ensuring compliance.
• Competitive compensation with base pay plus commission, extensive sales training, and benefits.

Payment Operations Associate

Client Retention Specialist

Bilingual Client Retention Specialist

Client Retention Specialist

Inside Sales Representative (Hybrid)