Beyond Finance logo
    Beyond FinanceFinancial Services · 1,000+BeachScore 74%

    Customer Service Representative

    SupportFull-timePosted 5mo ago

    Salary

    $40k–$42k

    Posted on the listing

    Location

    Work from anywhere

    Company policy, verified by Jeff

    Time zone

    Not specified on the listing

    Posted

    May 13, 2026

    Verified Nov 3, 2026 by Jeff

    From the listing

    About the role

    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 care and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.

    Our Customer Service Representative serves as the primary point of contact for clients enrolled in financial hardship programs. They serve as the caring voice to the client, guiding them from enrollment through graduation with an upbeat and passionate attitude about customer service.

    As a Customer Service Representative, you will complete a four week training program to become an expert in Beyond's financial hardship programs. This is a remote position focused on providing superior customer service and maintaining a white glove service standard.

    What you'll do

    • Provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity.
    • Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution.
    • Develop and maintain positive client relations and work collaboratively with other departments to ensure timely handling of requests.
    • Work independently and with a team to drive retention of clients through product knowledge and best-in-class service.
    • Operate, navigate, and troubleshoot a desktop computer to document information, activities and changes in the CRM database.
    • Apply various troubleshooting techniques to resolve complicated technical or configuration issues.
    • Continuously learn and utilize company and industry knowledge to deliver accurate solutions.
    • Meet and exceed client centric performance expectations focused around quality of service and efficiency.

    What they're looking for

    • Minimum 1 year relevant call center experience
    • Reliable, high speed internet connection with ethernet
    • Strong computer technical skills with the ability to learn and navigate complex systems
    • Excellent communication skills (written, verbal, and listening)
    • Ability to operate with understanding, active listening, patience, empathy and kindness
    • Ability to work from home in a distraction free environment
    • Effective at time management, planning & organizing tasks

    Nice to have

    • Bilingual - Spanish

    From the company page

    Beyond Finance benefits

    Work from anywhereUnlimited vacationWorkspace stipendHealth & wellness stipendRetirementPaid parental leavePaid holidays

    ◉ Remote policy · in their words

    “We offer a choice between hybrid, remote and in-office work models so you can be where you feel you’ll be the most productive and happy. We trust you to know what’s best for you.”

    Pulled from their careers page · verified by Atlas

    The hot takeJeff's read on Beyond Finance

    Jeff hasn't written this one up yet.

    Ask, and Beyond Finance jumps the queue.

    Pulled from Beyond Finance on Nov 3, 2026. Listings change; the company's page is the source of truth.

    More at Beyond Finance

    12 other open roles

    All roles at Beyond Finance

    Similar roles

    Support roles at other top-scored companies

    Ready for the next one?

    Back to Atlas for every vetted work-from-anywhere role.

    Back to Atlas