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Beyond Finance

62 Beyond Finance Customer Service Representative Jobs Hiring Near You

Marmon

Finance Customer Service Representative

Pawcatuck, CT · On-site

$16 - $22/hr

Customer Service Representative As a part of the global industrial organization Marmon Holdings--which is backed by Berkshire Hathaway--you'll be doing things that matter, leading at every level, and ...

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Beyond Finance Jobs Information

Do workers at Beyond Finance get paid breaks?

Yes. Most people get paid breaks.
100% of people say they get paid breaks.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Does Beyond Finance pay people when they’re sick?

Sometimes. Only some people get paid when they’re sick.
56% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

At Beyond Finance, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
50% of people say they have to use vacation days when they’re out sick.
Based on data from 6 people who took the Breakroom Quiz between June 2025 and April 2026.

Is the health insurance from Beyond Finance affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people get paid time off at Beyond Finance?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 6 people who took the Breakroom Quiz between June 2025 and April 2026.

Do workers at Beyond Finance worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.

Do Beyond Finance workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between February 2025 and August 2025.

How easy is it to get time off at Beyond Finance?

Most people find it easy to get time off.
88% of people report it’s easy to get time off.
Based on data from 8 people who took the Breakroom Quiz between February 2025 and April 2026.

Do Beyond Finance managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.

Do jobs at Beyond Finance spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.

How easy is it to take sick days at Beyond Finance?

Most people find it easy to take sick days.
89% of people report that it’s easy to take time off if they are sick.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Is working at Beyond Finance good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 5 people who took the Breakroom Quiz between March 2025 and April 2026.

Do people at Beyond Finance feel treated with respect by their managers?

Most people feel treated with respect by their managers.
89% of people say they’re treated with respect by their managers.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Beyond Finance get to take their breaks without interruption?

Most people get breaks without interruption.
100% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Is it stressful to work at Beyond Finance?

Most people don’t feel stressed out here.
33% of people say they often feel stressed out at work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Beyond Finance enjoy their jobs?

Most people enjoy their job.
78% of people report they enjoy their job.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Beyond Finance recommend working with their team?

Most people recommend working with their team.
78% of people report that they would recommend working with their immediate team to a friend.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get enough training when they start at Beyond Finance?

Most people got enough training when they started.
88% of people report they got enough training when they started working here.
Based on data from 8 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get support to advance at Beyond Finance?

Most people are given support to advance their career here.
In the last year, 67% of people report being given support to advance their career here.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people think Beyond Finance’s headquarters understands what’s happening where they work?

Most people think headquarters understands what’s happening where they work.
50% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 8 people who took the Breakroom Quiz between February 2025 and April 2026.

Do workers feel well informed about how Beyond Finance is doing?

Only some people feel well informed about how the company is doing.
44% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

What other companies are hiring for Customer Service Representative jobs?

What are the most popular jobs at Beyond Finance?

What are the most popular categories at Beyond Finance?

Infographic showing various Customer Service Representative job openings at Beyond Finance in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 68% Physical, and 32% Remote job distribution.

Client Retention Specialist (Remote)

Beyond Finance

Columbus, OH • On-site, Remote

$19 - $20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 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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