Beyond Finance
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Payment Operations Associate
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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.
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
The base hourly range is listed below.
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.
Ready to apply?
Apply to Beyond Finance
Systems Support Engineer
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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
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
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
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.
Ready to apply?
Apply to Beyond Finance
Inside Sales Representative (Hybrid)
Share this job
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.
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
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.
Ready to apply?
Apply to Beyond Finance