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Manager Beyond Finance Jobs (NOW HIRING)

Beyond Finance

Client Retention Specialist (Remote)

Austin, TX · On-site +1

$14 - $19.25/hr

You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt ... Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly ...

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 ... management consulting, investment banking, private equity, strategy, or at a high-growth startup ...

Beyond Finance

Director of Strategy & Analytics

Chicago, IL · On-site

$146K - $203K/yr

An ownership mindset, experience managing multiple projects simultaneously, and proven record of successful, rapid execution Beyond Finance is a Chicago based company and is looking for candidates in ...

Beyond Finance

Senior Technical Product Manager

Chicago, IL · On-site

$130K - $172K/yr

Beyond Finance is dedicated to helping everyday Americans escape crippling debt through compassionate care and innovative financial solutions. They are seeking a Senior Technical Product Manager to ...

Beyond Finance

Technical Product Manager

Chicago, IL · On-site

$172K - $199K/yr

Beyond Finance is a company dedicated to helping individuals escape debt and achieve financial wellness. They are seeking a Technical Product Manager to lead product development, collaborate with ...

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 ... Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock ...

Beyond Finance

React Native Developer

Chicago, IL · On-site +1

$120K - $140K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Receive a personalized development program and sponsorship from your manager What We Look For * 3+ ...

Beyond Finance

Production Support Engineer

Chicago, IL · On-site

$100K - $125K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Lead problem management. Identify systemic trends and partner with Product teams to prioritize ...

Beyond Finance

Senior DevOps Engineer

Chicago, IL · On-site

$120K - $160K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Strong experience with RDS/Aurora infrastructure management. * Strong Debugging, Monitoring, and ...

Beyond Finance

Sr. Analyst, Marketing Analytics

Chicago, IL · On-site

$75K - $119K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Manage multiple projects simultaneously in a fast-paced FinTech/start-up environment, adapting to ...

Beyond Finance

Senior Security Engineer

Chicago, IL · On-site +1

$140K - $165K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Cloud Security and vulnerability management in Wiz are the primary focus. You'll partner with ...

Beyond Finance

Sr. Analyst, Marketing Analytics

Chicago, IL · On-site

$105K - $130K/yr

Job Summary : Beyond Finance is dedicated to helping everyday Americans escape the cycle of ... execute tests • Manage multiple projects simultaneously in a fast-paced FinTech/start-up ...

Beyond Finance

Senior DevOps Engineer

$133K - $170K/yr

Beyond Finance is dedicated to helping everyday Americans escape crippling debt and achieve a ... Implement and manage security best practices across our cloud environment. • Promote and ...

Beyond Finance

Sr. Analyst, Marketing Analytics

Chicago, IL · On-site

$105K - $130K/yr

Job Summary : Beyond Finance is on a mission to help everyday Americans escape the cycle of ... execute tests • Manage multiple projects simultaneously in a fast-paced FinTech/start-up ...

Beyond Finance

Production Support Engineer

Chicago, IL · On-site

$43.25 - $56.50/hr

Beyond Finance is dedicated to helping everyday Americans escape debt and achieve financial ... You know how to manage a bridge, silence the noise and drive a team toward a resolution under heavy ...

Beyond Finance

Associate IT Support Specialist

Houston, TX · On-site

$75K - $105K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Inventory Management : Maintain a meticulous inventory of all tech equipment and ensure we are ...

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$42K

$124.3K

$169K

How much do manager beyond finance jobs pay per year?

As of Jul 14, 2026, the average yearly pay for manager beyond finance in the United States is $124,326.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,500.00 and $168,000.00 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.
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Manager Beyond Finance jobs near you
Infographic showing various Manager Beyond Finance job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $124,326 per year, or $59.8 per hour.
Client Retention Specialist (Remote)

Client Retention Specialist (Remote)

Beyond Finance

Austin, TX • On-site, Remote

$14 - $19.25/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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