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Manager Beyond Finance Jobs in Rochester, MN (NOW HIRING)

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Minimum 6+ years in the fields of financial planning, asset management, and benefit management ... About the Team Just as our reputation has spread beyond our Minnesota roots, so have our locations.

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our ... Minimum 6+ years in the fields of financial planning, asset management, and benefit management ...

Mayo Clinic

Staff Financial Planner

Rochester, MN

$77K - $103K/yr

Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our ... Minimum 6+ years in the fields of financial planning, asset management, and benefit management ...

Mayo Clinic

Financial Analyst III-Hybrid

Rochester, MN · Hybrid

Expected on-site days will be determined by the hiring manager based on defined business needs ... Is recognized and relied upon as a subject matter expert of a finance, accounting or compliance ...

Mayo Clinic

Financial Analyst III-Hybrid

Rochester, MN · Hybrid

Expected on-site days will be determined by the hiring manager based on defined business needs ... Is recognized and relied upon as a subject matter expert of a finance, accounting or compliance ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · Hybrid

$141K - $204K/yr

Minimum 6+ years in the fields of financial planning, asset management, and benefit management ... beyond our Minnesota roots, so have our locations. Today, our employees are located at our three ...

Mayo Clinic

Financial Counselor - Hybrid

Rochester, MN · Hybrid

$21.48 - $33.60/hr

... care Financial Management Association (HFMA) Certification Preferred. Ability to read and ... beyond our Minnesota roots, so have our locations. Today, our employees are located at our three ...

Mayo Clinic

Financial Counselor - Hybrid

Rochester, MN · Hybrid

$18.50 - $24.25/hr

Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our ... care Financial Management Association (HFMA) Certification Preferred. Ability to read and ...

Mayo Clinic

Financial Counselor - Hybrid

Rochester, MN · Hybrid

$19.25 - $25.25/hr

Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our ... care Financial Management Association (HFMA) Certification Preferred. Ability to read and ...

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All JobsBeyond Finance JobsManager Beyond Finance JobsManager Beyond Finance Jobs in Rochester, MN

Manager Beyond Finance information

See Rochester, MN salary details

$42.7K

$126.4K

$171.8K

How much do manager beyond finance jobs pay per year?

As of Jul 14, 2026, the average yearly pay for manager beyond finance in Rochester, MN is $126,377.00, according to ZipRecruiter salary data. Most workers in this role earn between $96,100.00 and $170,800.00 per year, depending on experience, location, and employer.

How does a Manager at Beyond Finance typically collaborate with cross-functional teams to drive financial solutions?

As a Manager at Beyond Finance, you will frequently work alongside teams from operations, product, client services, and analytics to develop and implement tailored financial solutions for clients. This role requires clear communication, strong project management skills, and the ability to translate complex financial concepts for different audiences. Regular cross-departmental meetings and joint project initiatives are common, ensuring that client needs are met efficiently and that best practices are shared across the company. Being proactive in building relationships and seeking input from various departments is key to success in this collaborative environment.

What are the key skills and qualifications needed to thrive as a Manager at Beyond Finance, and why are they important?

To thrive as a Manager at Beyond Finance, you need a solid background in leadership, financial acumen, and people management, usually backed by a bachelor’s degree in business, finance, or a related field. Familiarity with CRM systems, financial software, and data analysis tools is typically required. Strong interpersonal skills, effective communication, and problem-solving abilities help managers motivate teams and drive results. These skills are critical for meeting organizational goals, maintaining client satisfaction, and managing performance in a fast-paced financial services environment.

What is the difference between Manager Beyond Finance vs Financial Analyst?

AspectManager Beyond FinanceFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPABachelor's degree in finance, accounting, economics, or related field; often pursuing CFA or similar
Work EnvironmentLeadership roles in finance departments, managing teams, strategic planningData analysis, financial modeling, reporting, supporting decision-making
Employer & Industry UsageCorporations, financial institutions, consulting firmsCorporations, investment firms, banks, consulting

The Manager Beyond Finance typically oversees financial operations, manages teams, and develops strategies, requiring leadership skills and certifications. Financial Analysts focus on data analysis, financial modeling, and supporting business decisions. While both roles require finance knowledge and similar credentials, their responsibilities and work environments differ significantly.

What are Managers at Beyond Finance?

Managers at Beyond Finance are responsible for leading teams, overseeing projects, and ensuring the company's financial services and client solutions run smoothly. They coordinate between departments, support their team members' professional growth, and help drive business objectives. Managers also play a key role in implementing company policies, optimizing workflows, and maintaining a positive work environment. Their leadership directly impacts client satisfaction and the overall success of Beyond Finance.
What are the most commonly searched types of Beyond Finance jobs in Rochester, MN? The most popular types of Beyond Finance jobs in Rochester, MN are:
What job categories do people searching Manager Beyond Finance jobs in Rochester, MN look for? The top searched job categories for Manager Beyond Finance jobs in Rochester, MN are:
What cities near Rochester, MN are hiring for Manager Beyond Finance jobs? Cities near Rochester, MN with the most Manager Beyond Finance job openings:
Manager Beyond Finance jobs near you
Infographic showing various Manager Beyond Finance job openings in Rochester, MN as of July 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, and 15% Remote job distribution, with an average salary of $126,377 per year, or $60.8 per hour.
Client Retention Specialist (Remote)

Client Retention Specialist (Remote)

Beyond Finance

Rochester, MN • On-site, Remote

$14.50 - $19.75/hr

Other

Re-posted 18 days ago

Beyond Finance rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

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.

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