💼 Employment Type: Full-Time
📍 Location: Remote (U.S.)
💬 Job Overview
Beyond Finance is hiring a Bilingual Customer Service Representative (Spanish/English) to join its fully remote client success team. In this role, you’ll provide compassionate, high-quality support to clients enrolled in Beyond Finance’s debt-resolution programs. You’ll help guide clients through their journey to financial freedom — answering questions, resolving issues, and ensuring every interaction leaves them feeling confident and cared for.
If you’re bilingual, empathetic, and love helping people, this is your opportunity to make a genuine impact while working from home.
📋 Key Responsibilities
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
🧩 Preferred Qualifications
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
✨ Why You’ll Love This Job
At Beyond Finance, you’ll join a mission-driven team that’s changing lives every day. As part of the remote Client Success department, you’ll work from home while providing meaningful support to individuals on their debt-free journey.
You’ll enjoy:
Competitive pay and performance bonuses
Comprehensive health, dental, and vision coverage
401(k) with company match
Paid time off, holidays, and wellness support
Opportunities for growth within a supportive and collaborative remote team
🌟 Who This Job Is Perfect For
Service-oriented professionals fluent in Spanish and English who want to make a difference.
Remote-work seekers looking for a full-time, stable role in a mission-driven company.
Individuals with strong empathy and communication skills who thrive on helping others succeed financially.
🏢 About the Company
Beyond Finance is a leading fintech company that provides personalized financial solutions to help clients overcome debt and reclaim their financial health. Headquartered in Houston, Texas, Beyond Finance empowers individuals through customized debt-relief programs, combining technology, empathy, and expertise to transform financial futures.
🚀 How to Apply
You’ll be redirected to Beyond Finance’s official career page to submit your application.
