You will be the technical lead across our End User Computing and Workplace Technology teams, setting the bar for how we build, deploy, and maintain systems at scale across a 5,000+ device fleet — a large, complex environment spanning Windows, Mac, and cloud-managed device platforms. This is a hands-on role for someone who wants to own design decisions and solve hard problems, not manage people. When a project is at risk or a design needs a harder look, you're who the team leans on.

Key Responsibilities

• Own the design and implementation of major initiatives across device management, identity, and workplace technology
• Provide technical leadership for the IT Engineering team, raising the bar on execution and quality
• Unblock complex problems, review high-risk changes, and raise the quality floor across the team
• Evaluate new tooling and platforms with a clear view of tradeoffs, security posture, and operational cost
• Turn ambiguous business problems into well-scoped technical solutions, making sound decisions with incomplete information
• Participate in incident response for issues affecting user systems or workplace platforms — own technical response, drive resolution, and ensure problems are fully closed
• Represent the team's technical direction to cross-functional stakeholders and senior leadership without the director in the room when needed

Skill Requirements

• 5+ years in IT engineering with a background in desktop engineering, end user computing, or device management at large or mid-sized enterprise scale
• Hands-on scripting experience with Python, PowerShell, or Bash for automation and orchestration
• Deep operational experience with MDM tooling across Windows and Mac device fleets
• Identity and access governance: SSO, SAML, SCIM, conditional access policies, and access lifecycle management
• Experience with Git-based version control workflows, including pull requests and code review

Desirable Skills

• Experience with Zero Trust security frameworks and compliance practices
• Actively uses AI tools as part of their engineering workflow; brings an AI-forward mindset to solving problems at scale
• Experience working in SASE/SSE environments
• Experience with logging, SIEM integrations, auditing, monitoring, and device telemetry
• Network fundamentals: DNS, DHCP, TLS/SSL, and Zero Trust/VPN architecture
• Familiarity with endpoint security tooling (EDR, DLP)

#LI-AW1

The Role 

Beyond Finance is searching for an office-savvy Payment Operations Associate that will be responsible for performing a variety of clerical tasks within our Business Operations Department. This position will collaborate with the department to assist in helping the client settle as much of their unsecured debt as possible.  The Business Operations Department works directly with creditors, agencies and law offices to resolve delinquent accounts to negotiate the best possible savings for each client.

Responsibilities

• Manage daily settlement pipeline and exception reporting for the payment setup and clearing process.
• Communicate with creditors and agencies (on the phone and via email) in order to clear payment exceptions and uncleared payments.
• Support the acquisition of required documentation required to successfully remit a payment.
• Request proof of payment from collection agencies, creditors,  and our third-party payment processor company.
• Utilize accumulation of funds banking ledger to determine when funds will be available for the payment remittance and ensure sufficient deposit account balances based on operational need. 
• Uphold high level of knowledge of departmental functions and activities in order to respond to internal and external inquiries and requests for information and departmental support. 
• Scan necessary documents and attach them to client accounts in our client relations management system (Salesforce).
• Actively multitask with the ability to maintain attention to small details.
• Provide support in word processing, typing correspondence and proofreading. 
• Have the capability to flex-work to manage multiple priorities, meet tight deadlines and manage last-minute changes.
• Be responsible for special projects and other assignments as directed by the Business Operations.
• Research and accuracy required when handling escalation issues

Qualifications: 

• Undergrad Degree preferred or 3-5 years of experience 
• Advanced knowledge of Microsoft Word, Excel, PowerPoint, Adobe and Outlook with an ability to learn our systems
• Outstanding interpersonal, detail-oriented and problem-solving skills
• Positive, Prompt, and Reliable
• Salesforce experience preferred 
• Boast quality customer relations skills and phone etiquette
• Ability to work well under pressure and meet deadlines
• Proven track record of working cooperatively and effectively with various work styles, levels of management and support staff
• Strong verbal and written communication skills

#LI-LB2

About the Role

This is a hands-on technical leadership role at the intersection of IT, SRE, and Product/Production Support. You will be the senior technical escalation point managing managers spanning multiple sub-functions (Service desk, IT & Product Support, Production Engineering). You will be obsessed with uptime. The job is to architect the monitoring, telemetry, and automation that lets us catch issues before users experience them; to run incidents when they happen; and to drive the postmortems and engineering partnerships that prevent the next one. You will also lead, mentor, grow managers and individual contributors, mature support processes end-to-end. This is not a service-delivery oversight role. You will spend time in dashboards, queries, and code, not in steering committees. You will be expected to write SQL, build monitors, review Terraform, and lead a P1 bridge personally.
This is an in-office-focused hybrid role based in Chicago.

What You'll Do

Production Reliability & Incident Management: 

• Own the incident response end-to-end. Serve as incident commander on high-impact P1/P2 incidents, lead communication, coordinate engineering and business stakeholders, run blameless postmortems, and drive resulting action items to closure.
• Architect and continuously refine the observability stack. Build and tune dashboards, alerts and synthetic monitoring that give real-time visibility into system and end-user experience health.
• Drive a shift from reactive to proactive. Identify what is breaking before it breaks. Use telemetry, anomaly detection, and trend analysis to surface systemic issues; partner with technical stakeholders to eliminate them at the source.
• Hit the operational metrics that matter. Ensure tight SLA adherence and continuous improvement across both end-user support and production incidents.

Technical Depth & Automation:

• Be the senior technical escalation. You will personally dig into logs, queries, and infrastructure to unblock the team when needed.
• Drive automation and self-service that eliminates repeat tickets and matures our knowledge management strategy.
• Implement AI and automated solutions to improve quality & speed of operations.

Leadership & Operations:

• Manage defects and enhancements, resolve incidents, and prevent systemic issues through structured Product management, Engineering and Operations partnership.
• Strengthen the feedback loop from support into the product roadmap. 
• Own and advance internal IT & Product support services (service desk, endpoint support, access management, etc).
• Foster a culture of accountability and ownership. Set the tone for technical excellence and user obsession across the org.

What We Look For

• 8+ years of experience leading distributed teams including managers in high-growth SaaS and API-first environments.
• Seasoned incident commander with hands-on experience leading P1/P2 response, running postmortems, and driving systemic fixes that prevent recurrence.
• Proven track record of reshaping support operations through AI, automation, and intelligent tooling.
• Strong technical proficiency such as but not limited to SQL, NQL, DDSQL, Powershell, Python, Terraform, Shell, Bash, Rest API.
• Solid understanding of AWS services including S3, CloudWatch, EKS, Kubernetes, ECS, EC2, Lambda, and Workspaces.
• Deep knowledge of support, DEX, observability and CRM platforms such as ServiceNow, Salesforce, DataDog, Nexthink.
• Excellent leadership & decision-making skills as well as project management experience with ability to execute across multiple priorities. 
• Exceptional communication skills with an ability to translate technical concepts into business value for executives and non-technical stakeholders.
• Familiarity with ITIL or similar frameworks with experience optimizing incident, change & problem management at scale.

#LI-LB2

About the Role

As Production Support Engineer, you will be part of a multi-tiered support team whose primary responsibilities include minimizing downtime and optimizing production uptime. You will be the bridge between code and customer. This is an in-person role in our Chicago office. 

What You'll Do

The Production Support Engineer will

• Act as the primary incident commander for high-severity outages, orchestrating the technical response and maintaining clear lines of communication with stakeholders.
• Lead blameless post-mortem sessions to dissect failures. Be responsible for translating technical items into documented systemic improvements.
• Perform in-depth troubleshooting and analysis to resolve bugs, identify workflow enhancements and other functional errors.
• Own and evolve the observability strategy. Move us from reactive alerts to predictive insights.
• Dive into Ruby code, review GitHub PRs, manage feature flags, and run production jobs to keep things moving.
• Lead problem management. Identify systemic trends and partner with Product teams to prioritize permanent fixes over temporary band-aids.
• Drive continuous improvement by identifying and implementing enhancements to support tools, workflows, and documentation.
• Drive critical escalations in technically challenging situations in collaboration with engineering, product, and other IT teams.

What We Look For

• 5+ years of experience in a high-stakes Production/SRE role, with deep expertise in AWS (ECS, Lambda, CloudWatch) and SQL.
• Expert-level experience with Observability/APM tools
• A strong development background. You are comfortable reading and debugging Ruby or JavaScript and navigating GitHub workflows.
• Proven experience in incident command. You know how to manage a bridge, silence the noise and drive a team toward a resolution under heavy pressure.
• Highly organized with a strong work ethic, sharp attention to detail, and a proactive mindset.
•  A "Bias for Action." You can navigate ambiguity, manage your own project timelines, and stay calm while the "house is on fire.".
• You can translate a complex system failure into a clear, business-value narrative for non-technical executives.

The Role 

As the Information Security Manager, you will lead our security operations function, the team responsible for monitoring the environment, triaging security signals across cloud and endpoints, running the company's Insider Risk program, and owning initial vulnerability triage. You have a demonstrated track record of relentlessly pursuing high security standards and holding your team accountable to them. You will manage analysts who serve as the first line of detection for the security organization, ensuring threats are identified, sized, and routed with the right context and urgency. Your primary objective is to build a disciplined, high-signal operations function that drives down dwell time and keeps the broader security team focused on the most impactful work.

Key Responsibilities

• Security Operations Ownership: Own the day-to-day function of the team — alert triage, signal prioritization, and escalation workflows. Ensure the team operates consistently and with a clear sense of urgency.
• SIEM & Detection Management: Own SIEM operations hands-on — including log source onboarding, pipeline configuration, parsing, detection coverage, rule tuning, and alert fidelity. Ensure the team is operationalizing threat intelligence and not just reacting to whatever fires first.
• Cloud & Endpoint Signal Triage: Oversee triage of security signals sourced from cloud infrastructure, endpoint detection, and network controls. Separate noise from meaningful findings and ensure high-fidelity signals reach the right team with full context.
• Incident Response Ownership: Own the incident response function end-to-end — from initial escalation through containment, cross-functional coordination, and post-incident review. Ensure findings drive detection improvements and close the loop with Security Engineering where remediation is required.
• Insider Risk Program: Lead the Insider Risk process end-to-end — from identifying coverage gaps across cloud and endpoint environments, to behavioral monitoring and DLP signal review, through investigation, escalation, and case closure.
• Vulnerability Triage: Own initial triage and prioritization of vulnerability findings. Size risk, assign severity, and route to Security Engineering with the context needed to make prioritization decisions.
• Team Leadership: Lead and develop a team of security analysts, managing performance and growth while building a culture of rigor and ownership.
• Cross-Functional Partnership: Act as a key interface between the security function and the broader business. Work directly with HR and Legal on Insider Risk cases that require cross-functional handling, and engage with business leadership to communicate risk, provide operational context, and ensure security decisions are grounded in business impact.

Skill Requirements

• 5+ years of hands-on experience in security operations, incident response, or a SOC environment
• Direct people management experience with analysts or security operations staff
• Technical depth in SIEM platforms — log ingestion, pipeline and parsing configuration, detection engineering, and alert tuning
• Demonstrated experience running or contributing to an Insider Risk or DLP investigation program, with the technical understanding to identify coverage gaps across cloud and endpoint environments
• Working knowledge of vulnerability triage and risk prioritization — CVSS, asset context, business impact
• Ability to triage and contextualize signals from cloud infrastructure and endpoint tooling
• Clear communicator who can size and convey risk across technical and non-technical audiences

Desirable Skills

• Experience with cloud-native security tooling and CSPM/CWPP signal interpretation
• Familiarity with phishing triage and email security investigation workflows
• Exposure to threat intelligence operationalization — consuming feeds and translating them into detection coverage
• Experience operating within a multi-team security model with defined handoff processes between operations, engineering, and GRC functions

The Ideal Candidate You run a tight operation and you're still technical enough to get your hands dirty. You've built or managed SOC workflows before and know the difference between a high-fidelity detection program and an alert noise machine. You take Insider Risk seriously — you understand the sensitivity, the cross-functional complexity, and the investigative discipline it requires, and you can look across a cloud and endpoint environment and identify where the coverage gaps actually are. You can stand up a log pipeline, tune a parser, and write a detection — and you can also walk a business leader through what a finding means and why it matters. You communicate clearly, move with urgency, and keep your team sharp on what actually matters.

#LI-LB2

About the Role

We are seeking an IT Support Engineer able to contribute towards Beyond Finance’s ambitious growth. You will provide strategic, innovative, and cost-effective support solutions to increase efficiency, reliability, and integration of our services and operations. You will work in a semi-autonomous and fast-paced environment.

What You'll Do

The IT Support Specialist will help 

• Identify AND remediate IT trends impacting end-users device performance.
• Develop corrective and preventative actions to minimize user downtime.
• Develop remediations using scripting and other methods.
• Design, install, configure and maintain a comprehensive IT infrastructure with a focus on Microsoft Windows.
• Participate in incident management and assist with scoping and remediation efforts.
• Investigate, diagnose and resolve hardware and network issues.
• Manage, troubleshoot and provide solutions for a wide range of technical issues impacting users in person and remotely.
• Identify and escalate trends, bugs and other system errors to Escalation, IT Engineering and Security teams.
• Build and maintain document library, knowledge base articles.
• Provide internal training and address knowledge gaps.
• Troubleshoot end-user reported issues using DEX platform and identify root causes.
• Create detection methods to reliably diagnose IT issues via key metrics.
• Create IT health reports on a per department basis.
• Develop integrations and automations using API.

What We Look For

• Advanced Experience with Windows operating systems, and hardware troubleshooting.
• Strong expertise with powershell, bash, python or other scripting languages.
• Excellent customer service skills with the ability to work quickly and effectively.
• Experience with Call Center technologies & Network troubleshooting.
• Experience with a major platform for ticketing and support (FreshService, Zendesk, Zoho, ServiceNow, etc.)
• Ability to troubleshoot in unfamiliar territory, provide technical support, and maintain third-party commercial SaaS applications.
• Excellent written and verbal communications skills.
• Proven ability to work successfully with limited supervision.
• Ability to consult and develop comprehensive project plans, timelines.

Nice to Haves:

• Strong experience with Query languages and supporting platforms like Datadog.
• Previous experience with DEX platforms such as Nexthink.
• Advance Experience with remote and onsite network troubleshooting (focus on VOIP Technologies preferred) 
• Experience with APIs and webhooks, including development of custom JSON payloads.

#LI-AW1

About the Role

The Staff Accountant is responsible for managing the company’s accounts payable functions as well as providing general accounting support. This hybrid role ensures accurate and timely processing of invoices and accounting transactions while supporting monthly, quarterly, and year-end financial reporting. This position requires someone with meticulous attention to detail, the highest ethical standards, and the ability to clearly communicate financial information to individuals across various departments. This role requires a solid foundation in U.S. GAAP and a passion for financial operational excellence. The ideal candidate will have the ability to thrive in an environment of rapid change; work effectively within cross-functional teams; be highly resourceful and deliver under tight deadlines.

What You'll Do

• Process, verify, and reconcile invoices and initiate vendor payments (150-200/week).
• Prepare and process payments list (checks, ACH and wire transfers) to vendors.
• Maintain organized and accurate records of all accounts payable transactions, including invoices, receipts and payment documentation.
• Reconcile vendor statements, investigate discrepancies and follow up with vendors to resolve any outstanding issues.
• Record, reconcile and monitor corporate credit card transactions and assist in managing the corporate credit card program.
• Collaborate closely with the compliance team on vendor management to ensure all vendors adhere to the established vendor onboarding requirements and compliance standards.
• Audit employee expense reports including verification to company policies and validating supporting documentation
• Record cash transactions in the general ledger.
• Monthly bank reconciliations to identify discrepancies and resolutions.
• Record journal entries for assigned areas.
• Ensure an accurate and timely monthly, quarterly and year-end close.
• Perform regular analysis and reconciliations of balance sheet accounts.
• Facilitate strong working relationships with other teams to ensure accurate & timely accounting.
• Coordinate with outside auditors and provide the necessary information for annual external audit.
• Monitor compliance with accounting controls and policies.
• Support the department with special projects and process improvements.
• Assume other responsibilities as assigned.

What We Look For

• Bachelor’s (B.A. / B.S.) in accounting, finance, or other related discipline preferred.
• 2– 5 years’ experience in accounting and finance operations.
• Have a strong understanding of accounting standards (U.S. GAAP).
• Excellent communication, analytical, and problem-solving skills.
• Strong attention to detail and ability to maintain accuracy under tight deadlines.
• Ability to prioritize tasks and manage a team in a fast-paced environment.
• Intermediate level in Excel.

About the Role

Beyond Finance is a data-driven FinTech where the Director of Strategy & Analytics will play a pivotal role in generating actionable analyses to ensure the company's continued growth and success through informed decision-making. The Director will conduct analyses focused on optimizing and understanding marketing and sales growth, client retention, debt consolidation performance, and customer lifetime value (LTV). The role will collaborate cross-functionally with sales, marketing, operations, product, and data teams to deliver novel insights that contribute to achieving company goals. The Director must be able to prioritize tasks, delegate effectively, and manage resources efficiently to ensure key projects receive top priority and timely execution. Upon joining the team, a successful Director will quickly build a deep understanding of the business and effectively communicate results and present recommendations to senior executives.

The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.

What You'll Do

• Lead a small team of analytics professionals conducting analyses of major operational trends, challenges, and opportunities
• Drive data analysis yourself as an Individual Contributor as well, focusing on analyzing data and presenting actionable recommendations to executive stakeholders
• Define and continually challenge KPIs critical to achieving company goals; lead the design of stakeholder dashboards and executive reporting
• Collaborate with Product and Operations to define tests and experimental design, and communicating results to senior management
• Work with the Data Engineering and Business Intelligence team to ensure data integrity

What We Look For

• Proven record of addressing marketing, product, or business challenges, conducting data-driven analyses, and delivering actionable insights that lead to measurable results
• Bachelor’s or Master’s degree in business, STEM, or other analytical field
• 5 – 10 years professional experience in marketing, product, strategy, or business analytics
• Prior experience in strategy consulting, financial services, or start-up environments 
• Best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation
• 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 the Chicagoland area. Candidates from other markets may be considered if they have proven success working in a fully remote environment.

#LI-AW1

About The Role

The Manager of Strategy & Analytics will conduct analyses focused on optimizing and understanding marketing channel performance, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product and sales to deliver actionable insights that help meet company goals. 

A successful manager will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.

What You'll Do

• Dive into data and processes to understand major operational challenges and opportunities
• Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership
• Re-define and challenge company KPIs that are critical to achieving company and business unit goals
• Work closely with the product and operations teams in defining tests and experimental design

What We Look For

• Bachelor’s or Master’s degree in business, STEM, or other analytical field
• 2-4 years professional experience in marketing, product, strategy, or business analytics
• Prior experience in Strategy Consulting, Financial Services, or Start-up environments
• Familiarity with doing analysis in Excel and coding in SQL
• Experience in Python or R is not required but a plus
• Looker or Tableau experience is a plus
• Quick learner; willing to dive in and get her/his hands dirty
• Demonstrated ability to deliver results in a fast-paced environment
• Desire to work in an ambiguous environment and solve open ended problems

Beyond Finance is a Chicago based company and is looking for candidates in the Chicagoland area. Candidates from other markets may be considered if they have proven success working in a fully remote environment.

#LI-AW1

About The Role

The Business Analytics Associate will conduct analyses focused on optimizing and understanding marketing channel performance, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product and sales to deliver actionable insights that help meet company goals. 

A successful Associate will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.

What You'll Do

• Dive into data and processes to understand major operational challenges and opportunities
• Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership
• Re-define and challenge company KPIs that are critical to achieving company and business unit goals
• Work closely with the product and operations teams in defining tests and experimental design

What We Look For

• Bachelor’s or Master’s degree in business, STEM, or other analytical field
• Prior experience in Strategy Consulting, Financial Services, or Start-up environments
• Familiarity with doing analysis in Excel and coding in SQL
• Experience in Python or R is not required but a plus
• Looker or Tableau experience is a plus
• Quick learner; willing to dive in and get her/his hands dirty
• Demonstrated ability to deliver results in a fast-paced environment
• Desire to work in an ambiguous environment and solve open ended problems

Beyond Finance is a Chicago based company and is looking for candidates in the Chicagoland area

#LI-AW1

About the Role
Beyond Finance is seeking a driven Strategy & Operations Manager to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business.

We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results.

What You’ll Do
As a Strategy & Operations Manager, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

• Leading end-to-end initiatives focused on new growth opportunities, process improvements, and enhancing the customer experience—from initial assessment through to execution and measurable impact
• Conducting rigorous financial and strategic analyses to identify, prioritize, and evaluate key business opportunities
• Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock new capabilities
• Collaborating across departments and business units to develop and implement impactful solutions
• Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
• Proactively identifying areas for improvement and driving initiatives that move the needle

What We’re Looking For

• Bachelor’s degree required; MBA a plus but not required
• 4+ years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
• Proven ability to execute strategic and operational initiatives with measurable results
• Strong grasp of financial and business fundamentals
• Analytical and detail-oriented mindset with a knack for problem-solving
• Advanced Excel skills and experience building financial models
• A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
• Excellent communication and interpersonal skills
• Willingness to travel occasionally

#LI-AW1

About the Role

The Marketing Analytics Sr. Analyst will conduct analyses focused on optimizing and understanding marketing performance, sales effectiveness, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product, sales, business intelligence, and data teams to deliver novel, actionable insights that contribute to meeting company goals.

The ideal candidate is a results-driven, strategic thinker who thrives in a dynamic, fast-paced environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, and data visualization.

A successful Senior Analyst will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to stakeholders. The Senior Analyst will be hands-on in analyzing data, developing reports, and driving meaningful change through data-backed recommendations. They are adaptable and can prioritize effectively to deliver impactful results.

What You'll Do

• Extract, clean, and analyze data to provide actionable insights to improve customer acquisition and retention
• Liaison between Data, Business Intelligence, Analytics, Operations and Sales to ensure continuous alignment and fulfillment of data needs
• Conduct deep-dive analyses on major marketing and sales initiatives, operational trends, challenges, and opportunities
• Build and maintain automated reporting and dashboards to track key metrics
• Partner with the product and operations teams to design and execute tests
• Manage multiple projects simultaneously in a fast-paced FinTech/start-up environment, adapting to changing priorities as needed

What We Look For

• 2+ years professional experience in marketing, product, strategy, or business analytics
• 2+ years professional experience in paid media strategy, measurement, and optimization
• Experience with experiment design and statistical analysis
• Best-in-class data and analytical skills
• Significant experience with data-related best practices and methodologies; experience with relational data models, SQL, etc.
• A proactive and curious mindset with a strong desire to grow and develop
• Quick learner; willing to dive in and get their hands dirty
• Demonstrated ability to prioritize and deliver results in a fast-paced environment
• Looker experience is a plus

#LI-AW1

About the Role

The Manager of Marketing Analytics will conduct analyses focused on optimizing and understanding marketing performance, sales effectiveness, client retention, and lifetime customer value. The role will collaborate cross-functionally with marketing, operations, product, and sales to deliver actionable insights that help meet company goals. The manager will be hands-on, diving deep into the data for specific analyses, while able to keep the high-level strategy in mind. 

A successful manager will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to stakeholders. The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.

What You'll Do

• Utilize data to conduct insightful analyses on major sales and marketing initiatives, operational trends, challenges, and opportunities
• Present findings to stakeholders and recommend actionable solutions for non-analytical partners including Senior Leadership
• Re-define and challenge company marketing and acquisition KPIs that are critical to achieving company and business unit goals.
• Build and maintain automated reporting and dashboards to track key metrics
• Work closely with the product and operations teams in defining tests and experimental design

What We Look For

• Bachelor’s or Master’s degree in business, STEM, or other analytical field
• 2-4 years professional experience in marketing, product, strategy, or business analytics
• Prior experience in Strategy Consulting, Financial Services, or Start-up environments
• Familiarity with doing analysis in Excel and coding in SQL
• Looker experience is a plus
• Quick learner; willing to dive in and get their hands dirty
• Demonstrated ability to deliver results in a fast-paced environment
• Desire to work in an ambiguous environment and solve open ended problems
• Proactive; ready to take initiative to prioritize and drive projects

#LI-AW1

About the Role
Beyond Finance is seeking a driven Strategy & Operations Associate to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business.

We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results.

What You’ll Do
As an Strategy & Operations Associate, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

• Leading end-to-end initiatives focused on new growth opportunities, process improvements, and enhancing the customer experience—from initial assessment through to execution and measurable impact
• Conducting rigorous financial and strategic analyses to identify, prioritize, and evaluate key business opportunities
• Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock new capabilities
• Collaborating across departments and business units to develop and implement impactful solutions
• Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
• Proactively identifying areas for improvement and driving initiatives that move the needle

What We’re Looking For

• Bachelor’s degree required; MBA a plus but not required
• 2+ years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
• Proven ability to execute strategic and operational initiatives with measurable results
• Strong grasp of financial and business fundamentals
• Analytical and detail-oriented mindset with a knack for problem-solving
• Advanced Excel skills and experience building financial models
• A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
• Excellent communication and interpersonal skills
• Willingness to travel occasionally

#LI-AW1

About the Role

Beyond Finance is seeking a driven Strategy & Operations Analyst to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business.
We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results.

What You’ll Do

As an Strategy & Operations Analyst, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

•    Assisting in initiatives related to growth opportunities, process improvements, and customer experience enhancements by conducting research, preparing materials, and helping with execution tasks under the direction of  more senior team members
•    Supporting financial and strategic analyses by gathering data, creating models, and drafting insights to help prioritize and evaluate key business opportunities
•    Helping maintain and update project roadmaps by coordinating task tracking, status updates, and documentation of operational improvement efforts
•    Collaborating across departments and business units to develop and implement impactful solutions
•    Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
•    Monitoring business operations and surfacing potential areas for improvement

What We’re Looking For

•    Bachelor’s degree required from accredited university
•    1-2 years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
•    Strong grasp of financial and business fundamentals
•    Analytical and detail-oriented mindset with a knack for problem-solving
•    Advanced Excel skills and experience building financial models
•    A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
•    Excellent communication and interpersonal skills

#LI-AW1

 About the Role

We are looking for a Technical Product Manager who is passionate about building products that customers love and is driven/results oriented. You will join a dynamic and fast-paced environment and work with cross-functional teams to design, build and roll-out solutions that deliver unique value to customers and help us grow and scale our business.

What You’ll Do

• Create, manage, and prioritize product roadmap in alignment with business goals
• Lead product execution from vision, through delivery, and iterating on next steps
• Collaborate with Engineering, QA, and various business functions to deliver new products
• Collect and analyze feedback from our customers and key stakeholders to distill down into actionable requirements
• Lead product development ceremonies (daily stand, sprint planning, backlog grooming, facilitate retros, and any architectural discussions)
• Manage internal and external stakeholder expectations and project scope throughout the delivery process
• Measure and review data to come up with ways to improve and build new features

What We Look For

• 3-5 years in a product management role
• Excellent written and verbal communication skills
• Proven track record of execution and successful delivery of products and individual features
• Passionate about delivering the best customer experience
• Project management and ability navigating competing priorities
• Strong analytical and problem solving skills
• Ability to understand, summarize, and communicate complex technical architectural concepts
• Understand technical limitations and trade-offs to help determine what to build
• Experience working in a fast-paced agile environment

#LI-CC1

About the Role

We are looking for a Senior Technical Product Manager who is passionate about building products that customers love and is driven/results oriented. You will join a dynamic and fast-paced environment and work with cross-functional teams to design, build and roll-out solutions that deliver unique value to customers and help us grow and scale our business.

What You’ll Do

• Create, manage, and prioritize product roadmap in alignment with business goals
• Lead product execution from vision, through delivery, and iterating on next steps
• Collaborate with Engineering, QA, and various business functions to deliver new products
• Collect and analyze feedback from our customers and key stakeholders to distill down into actionable requirements
• Lead product development ceremonies (daily stand, sprint planning, backlog grooming, facilitate retros, and any architectural discussions)
• Manage internal and external stakeholder expectations and project scope throughout the delivery process
• Measure and review data to come up with ways to improve and build new features

What We Look For

• 5-7 years in a product management role
• Excellent written and verbal communication skills
• Proven track record of execution and successful delivery of products and individual features
• Passionate about delivering the best customer experience
• Project management and ability navigating competing priorities
• Strong analytical and problem solving skills
• Ability to understand, summarize, and communicate complex technical architectural concepts
• Understand technical limitations and trade-offs to help determine what to build
• Experience working in a fast-paced agile environment

#LI-CC1

This is a great opportunity to join a world-class sales team at a company experiencing tremendous growth! As a member of our sales team, you will earn base pay and uncapped commissions, with top agents earning $150k-$300k+ per year while changing lives and helping people gain financial freedom. 

This hybrid role (hybrid work schedule offered after 30 days of employment) offers the best of both worlds, requiring just three days a week in our Atlanta office.  While Beyond believes that the greatest results, strongest communication, and most effective collaboration occur when employees are together in person, we also value flexibility. This structure allows you to foster strong team connections and collaborative energy in person, balanced with the convenience of remote work.  This role is full-time (40+ hours per week) with required weekend flexibility.

In this role you will:

• Assess customers’ financial situation and guide them towards Beyond’s services
• Perform sales by utilizing consultative sales scripting and rebuttal techniques
• Educate clients on a variety of financial solutions available to resolve their debt
• Manage personal lead pipeline to maximize efficiency and productivity
• Diligently update all lead file notes, phases, and statuses in the CRM
• Ensure all sales transactions adhere to compliance standards

What We’re Looking For

• You are self-motivated and highly driven
• Success in exceeding goals in a fast-paced, sales environment environment 
• Sees challenges as opportunities. Sees objections as buying questions
• Sales experience preferred but not required
• Financial Services experience is a plus
• Strong written, verbal & oral communication skills

What You Can Expect

• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.
• Extensive hands-on sales training that sets you up for success
• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions
• A typical day consists of making and answering inbound and outbound calls in a high-volume setting

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 our 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 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 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

• Bilingual Spanish Required
• 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

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

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

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

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

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

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

Career Description

Our Sales Representatives are dedicated to guiding clients toward financial freedom. They do this by assessing each client's unique financial situation and providing a tailored debt consolidation option. To ensure the highest level of expertise and service, all of our Sales Representatives complete a rigorous certification program. Those who meet these requirements earn the title of Certified Debt Specialist.

About The Role

• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
• You will assess a customer’s financial situation and guide them toward the option that best resolves their challenges.
• You’ll be expected to quickly build rapport and establish trust with prospective clients
• Ensure all sales transactions adhere to compliance standards
• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.

What We’re Looking For

• Motivated individual who enjoys exceeding quotes and working in a fast-paced environment
• Sale experience required
• Financial Services experience is a plus

Career Description

Our Sales Representatives are dedicated to guiding clients toward financial freedom. They do this by assessing each client's unique financial situation and providing a tailored debt consolidation option. To ensure the highest level of expertise and service, all of our Sales Representatives complete a rigorous certification program. Those who meet these requirements earn the title of Certified Debt Specialist.

About The Role

• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
• You will assess a customer’s financial situation and guide them toward the option that best resolves their challenges.
• You’ll be expected to quickly build rapport and establish trust with prospective clients
• Ensure all sales transactions adhere to compliance standards
• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.

What We’re Looking For

• Motivated individual who enjoys exceeding quotes and working in a fast-paced environment
• Sale experience required
• Financial Services experience is a plus

Career Description

Our Sales Representatives are dedicated to guiding clients toward financial freedom. They do this by assessing each client's unique financial situation and providing a tailored debt consolidation option. To ensure the highest level of expertise and service, all of our Sales Representatives complete a rigorous certification program. Those who meet these requirements earn the title of Certified Debt Specialist.

About The Role

• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
• You will assess a customer’s financial situation and guide them toward the option that best resolves their challenges.
• You’ll be expected to quickly build rapport and establish trust with prospective clients
• Ensure all sales transactions adhere to compliance standards
• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.

What We’re Looking For

• Motivated individual who enjoys exceeding quotes and working in a fast-paced environment
• Sale experience required
• Financial Services experience is a plus

This is a great opportunity to join a world-class sales team at a company experiencing tremendous growth! As a member of our sales team, you will earn base pay and uncapped commissions, with top agents earning $150k-$300k+ per year while changing lives and helping people gain financial freedom. 

This hybrid role (hybrid work schedule offered after 30 days of employment) offers the best of both worlds, requiring just three days a week in our Houston office.  While Beyond believes that the greatest results, strongest communication, and most effective collaboration occur when employees are together in person, we also value flexibility. This structure allows you to foster strong team connections and collaborative energy in person, balanced with the convenience of remote work.  This role is full-time (40+ hours per week) with required weekend flexibility.

In this role you will:

• Assess customers’ financial situation and guide them towards Beyond’s services
• Perform sales by utilizing consultative sales scripting and rebuttal techniques
• Educate clients on a variety of financial solutions available to resolve their debt
• Manage personal lead pipeline to maximize efficiency and productivity
• Diligently update all lead file notes, phases, and statuses in the CRM
• Ensure all sales transactions adhere to compliance standards

What We’re Looking For

• You are self-motivated and highly driven
• Success in exceeding goals in a fast-paced, sales environment environment 
• Sees challenges as opportunities. Sees objections as buying questions
• Sales experience preferred but not required
• Financial Services experience is a plus
• Strong written, verbal & oral communication skills

What You Can Expect

• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.
• Extensive hands-on sales training that sets you up for success
• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions
• A typical day consists of making and answering inbound and outbound calls in a high-volume setting

Career Description

Our Sales Representatives are dedicated to guiding clients toward financial freedom. They do this by assessing each client's unique financial situation and providing a tailored debt consolidation option. To ensure the highest level of expertise and service, all of our Sales Representatives complete a rigorous certification program. Those who meet these requirements earn the title of Certified Debt Specialist.

About The Role

• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
• You will assess a customer’s financial situation and guide them toward the option that best resolves their challenges.
• You’ll be expected to quickly build rapport and establish trust with prospective clients
• Ensure all sales transactions adhere to compliance standards
• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.

What We’re Looking For

• Motivated individual who enjoys exceeding quotes and working in a fast-paced environment
• Sale experience required
• Financial Services experience is a plus

About The Role

Our Customer Service Representatives (CSR) serve as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs. They are Beyond’s voice to the client and provide the connection between our Sales and Operations teams. Our CSRs possess a “second-to-none” work ethic and an upbeat, positive and passionate attitude about customer service. By responding promptly to client requests, and possessing an acute awareness that allows them to anticipate the client’s needs and exceed expectations, our Client Success Department is critical to the success of helping maintain Beyond’s exemplary customer brand. 

As a Customer Service Representative, you will complete a 4 week training program to become an expert in Beyond's financial hardship programs. After you successfully complete training, you will be responsible for providing superior customer service and a positive experience to our clients. The Client Success Representative role is a remote position. 

Our call center is open 7 days a week. The hours are M-F 7:00am-10:00pm CST and Sat/Sun 7:00am-9:00pm CST.

What You’ll Do

• Above all else, provide a best-in-class customer service experience over the phone by  responding to client requests, anticipating unstated needs, and educating them on our programs
• Through demonstrated effective listening, analyze client problems and provide information and solutions in a timely and efficient manner
• Employs strong interpersonal skills to handle difficult calls courteously and professionally
• Thoroughly documents request outcomes for accurate tracking and analysis
• Work efficiently and effectively to independently resolve client requests, both as a team and independently
• Develops and maintains positive client relations and coordinates with other departments within the company to ensure client requests and questions are handled appropriately and in a timely manner
• Operates a desktop computer to obtain and extract information; documents information, activities and changes in the CRM database (Client Relationship Management System) for client accounts
• Utilizes appropriate resource materials to effectively and accurately interpret‚ respond and resolve client inquiries and problems
• Handle a high volume of clients in a work from home call center environment

What We Look For

• 1 year call center experience (Required)
• Bilingual - Spanish (Required)
• Reliable, High Speed, Internet connection (Required)
• Technical proficiency with Client Relationship Management system (CRM)
• Strong customer service orientation
• Strong communicator: Includes listening, verbal & written communication, courteous and professional active listening skills is a must 
• Effective problem solver
• Effective at time management, planning & organizing tasks and time 
• Ability to understand and empathize with customer issue(s)
• Ability to work from home in a distraction free environment

#LI-NA1

Career Description

Our Sales Representatives are dedicated to guiding clients toward financial freedom. They do this by assessing each client's unique financial situation and providing a tailored debt consolidation option. To ensure the highest level of expertise and service, all of our Sales Representatives complete a rigorous certification program. Those who meet these requirements earn the title of Certified Debt Specialist.

About The Role

• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
• You will assess a customer’s financial situation and guide them toward the option that best resolves their challenges.
• You’ll be expected to quickly build rapport and establish trust with prospective clients
• Ensure all sales transactions adhere to compliance standards
• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.

What We’re Looking For

• Motivated individual who enjoys exceeding quotes and working in a fast-paced environment
• Sale experience required
• Financial Services experience is a plus

Career Description

Our Sales Representatives are dedicated to guiding clients toward financial freedom. They do this by assessing each client's unique financial situation and providing a tailored debt consolidation option. To ensure the highest level of expertise and service, all of our Sales Representatives complete a rigorous certification program. Those who meet these requirements earn the title of Certified Debt Specialist.

About The Role

• There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
• You will assess a customer’s financial situation and guide them toward the option that best resolves their challenges.
• You’ll be expected to quickly build rapport and establish trust with prospective clients
• Ensure all sales transactions adhere to compliance standards
• Competitive Compensation: Earn a base pay combined with an uncapped commission structure designed to generously reward top performers. Average annual earnings range from $100k to $300k, but top performers make more, and the only limit is your drive to succeed. Hungry and motivated sales professionals have full control to maximize their incomes beyond these averages.

What We’re Looking For

• Motivated individual who enjoys exceeding quotes and working in a fast-paced environment
• Sale experience required
• Financial Services experience is a plus

About The Role

Our Customer Service Representative serves as the primary point of contact for clients enrolled in Beyond Finance’s financial hardship programs. They are Beyond’s caring voice to the client and guide them from enrollment through graduation. Our Customer Service Representative possesses a “second-to-none” work ethic and an upbeat, positive and passionate attitude about customer service. By responding promptly to client requests, and possessing an acute awareness that allows them to anticipate the client’s needs and exceed expectations, our Client Success Department is critical to the success of helping maintain Beyond’s white glove service standard. 

As a Customer Service Representative, you will complete a four week training program to become an expert in Beyond's financial hardship programs. After you successfully complete training, you will be responsible for providing superior customer service and a positive experience to our clients. The Client Success Specialist role is a remote position. 

What You’ll Do

• Above all else, provide a helpful and caring customer service experience over high volume inbound and outbound client phone calls of varying complexity by responding to client requests, anticipating unstated needs, and educating them on our programs in a remote call center environment
• Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking to provide first call resolution with focus on the customer relationship
• Exhibit strong written/verbal communication skills, excel at customer interaction, and deliver practical solutions 
• Develop and maintain positive client relations and work collaboratively with other departments within the company to ensure client requests and questions are appropriately handled in a timely manner
• Work independently and with a team to drive retention of clients through bolstering product knowledge and providing best-in-class service at all times
• Operate, navigate, and troubleshoot a desktop computer to obtain and extract information; research through multiple computer programs/systems simultaneously and document information, activities and changes in the CRM database (Client Relationship Management System) for client accounts. Apply various troubleshooting techniques to resolve complicated technical or configuration issues
• Continuously learn, interpret and utilize company and industry knowledge, practices, and procedures to deliver accurate and up-to-date solutions.
• Meet and exceed client centric performance expectations focused around quality of service and efficiency
• Engage with feedback to leader and team to collaborate and streamline workflows

What We Look For

• Minimum 1 year relevant call center experience (Required)
• Bilingual - Spanish (preferred / not required) 
• Reliable, high speed internet connection with ethernet (Required)
• Strong computer technical skills with the ability to learn and navigate complex systems
• Excellent communication skills (written, verbal, and listening)
• You operate with understanding, active listening, patience, empathy and kindness to customers
• Strong interpersonal skills and can independently handle routine and complex client inquiries
• Have a people-focused approach and solution mindset, you’re an effective problem solver.
• Effective at time management, planning & organizing tasks 
• Ability to work from home in a distraction free environment

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About the Role

Our Negotiations Specialists play a key role in the success of our clients becoming free of debt. Working on behalf of clients, you will coordinate efforts to help negotiate delinquent accounts for the best possible savings. The ideal candidate will excel in communication and relationship-building with external partners, driving successful outcomes for both our clients and our business. This position offers a unique and rewarding opportunity to make a meaningful impact.

What You’ll Do

• Establish and maintain strong relationships with external partners to effectively negotiate delinquent accounts on behalf of clients.
• Oversee client finances, providing guidance and determining the best strategies for addressing client inquiries and requests.
• Utilize various tools and resources to consolidate common debts from multiple clients, enhancing negotiation leverage with agencies.
• Demonstrate excellent time management and multitasking skills to efficiently manage account queues.
• Consistently exhibit a genuine passion for helping others, with a strong focus on meeting clients' needs.
• Participate in additional duties and special projects as required.

Qualifications

• Bachelor’s degree in a relevant field (e.g., Business Administration, Finance, Banking, Actuarial Science) is preferred.
• Exceptional communication skills, including listening, verbal, and written abilities.
• Ability to thrive in a fast-paced environment.
• Strong commitment to teamwork, collaboration, and fostering an inclusive environment.
• A deep passion for assisting others, with a client-focused approach.
• Proficiency in technology; experience with Salesforce or similar CRM systems is a plus.

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