Job details

AFC Client Success Specialist

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, supportive user-centric technology, and customized financial solutions, we've helped over 300,000 clients on their path to a debt-free life.

While we're proud of what we've already accomplished (over $2 billion in resolved debt), we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

As a Specialty Client Success Representative, you will complete a 4 week training program to become an expert in our financial hardship programs. After you successfully complete training, you will be responsible for providing superior customer service and a positive experience to our clients. The Specialty Client Success Representative role is a remote position.

What You'll Do

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
Employ strong interpersonal skills to handle difficult calls courteously and professionally
Thoroughly document request outcomes for accurate tracking and analysis
Work efficiently and effectively to independently resolve client requests, both as a team and independently
Develop and maintain 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
Operate a desktop computer to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System) for client accounts
Utilize 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

What We Look For

1-2 years in sales or customer service; Contact and/or Call Center background, a bonus
Bachelor's Degree, preferred
AFC Certification Required
Bilingual - Spanish (preferred / not required)
Technical proficiency with Client Relationship Management system (CRM)
Strong customer service orientation
Strong communicator: Includes listening, verbal & written communication, courteous and professional active listening skills is a must
Effective problem solver
Effective at time management, planning & organizing tasks and time
Ability to understand and empathize with customer issue(s)
Ability to work from home in a distraction free environment
Reliable, High Speed, Internet connection

Why Join Us?

While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

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

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

Beyond Finance Glassdoor Company Review

3.7