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Beyond Finance Jobs (NOW HIRING)

Beyond Finance

Future Interest

Chicago, IL · On-site

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 ...

Beyond Finance

Business Analytics Associate

Chicago, IL · On-site

$65K - $106K/yr

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 ...

Beyond Finance

Strategy & Operations Analyst

Chicago, IL · On-site

$75K - $100K/yr

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 ...

Beyond Finance

Manager, Strategy & Analytics

Chicago, IL · On-site

$118K - $162K/yr

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 ...

Beyond Finance

Strategy & Operations Associate

Chicago, IL · On-site

$80K - $115K/yr

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 ...

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$62K

$125.6K

$179.5K

How much do beyond finance jobs pay per year?

As of Aug 17, 2026, the average yearly pay for beyond finance in the United States is $125,585.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,000.00 and $159,500.00 per year, depending on experience, location, and employer.

What is Beyond Finance?

Beyond Finance is a financial services company that specializes in debt resolution and management. They work with individuals who are struggling with unsecured debts, such as credit cards or personal loans, to help them negotiate lower payments or settlements with creditors. Beyond Finance provides personalized debt relief programs that aim to reduce overall debt and make monthly payments more manageable. Their services typically include a free initial consultation, customized debt resolution plans, and ongoing support throughout the debt settlement process.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a relevant degree and certifications like the CFP. Familiarity with financial analysis software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and understand their unique financial goals. These skills ensure clients receive tailored, effective advice that supports their long-term financial well-being.

What are some common challenges faced by client success specialists at Beyond Finance, and how can job seekers prepare for them?

Client Success Specialists at Beyond Finance often manage a high volume of client inquiries and must balance empathy with efficiency. A common challenge is handling emotionally charged conversations with clients facing financial stress, while still providing accurate information and support. Job seekers can prepare by developing strong communication skills, practicing active listening, and familiarizing themselves with debt resolution processes. Additionally, being adaptable and comfortable with technology will help as the company uses various digital tools and platforms to track client interactions and progress.

What is the difference between Beyond Finance vs Debt Collector?

AspectBeyond FinanceDebt Collector
CredentialsTypically requires a bachelor's degree in finance, business, or related fieldOften requires high school diploma or equivalent; some roles may need certification
Work EnvironmentOffice-based, client-focused, involves financial counseling and negotiationField or office-based, involves contacting debtors via phone or in person
Industry UsageFinancial services, debt resolution companiesDebt collection agencies, financial recovery firms
Job FocusHelping clients resolve debt issues through negotiation and financial planningRecovering unpaid debts through communication and legal processes

While both roles involve dealing with debt, Beyond Finance focuses on helping clients resolve their debt issues through counseling and negotiation, often requiring a degree and a client-centered approach. Debt collectors primarily focus on recovering unpaid debts, often with less emphasis on financial counseling and more on collection tactics.

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Beyond Finance jobs near you
Infographic showing various Beyond Finance job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $125,585 per year, or $60.4 per hour.

Client Retention Specialist (Remote)

Beyond Finance

Rochester, MN • On-site, Remote

$19 - $20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Beyond Finance rating

8.5

Company rating: 8.5 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

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,a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.
While we're proud of what we've already accomplished, 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.
About The Role
Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision.
Key Responsibilities:
  • 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

What We Look For
  • Required - Experience in Retention, Sales, or Collections
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
  • Ability to work in a fast-paced environment and handle high call volumes
  • Resilient and able to remain calm under pressure
  • Demonstrated ability to negotiate and deescalate client issues effectively
  • Tech saavy and proficiency with a Client Relationship Management system (CRM)
  • Strong customer focus and adaptability to different personality types
  • Strong verbal and written communication skills along with active listening
  • Supports team/department collaboration & inclusion
  • Troubleshooting and problem solving skills
  • Ability to multi-task, set priorities and manage time effectively
  • Willingness to adapt to a changing environment and learn about new financial solutions.

#LI-ST1
The base salary range represents the low and high end of the anticipated salary range for this positionThe actual base salary offered will depend on numerous factors including the individual's skills, experience, performance, and the location where work is performed.
Base Pay Range
$19-$20 USD
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.

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