Beyond Finance

• 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

• Provide comprehensive information about the Beyond Finance financial hardship debt program to clients • Display empathy and active listening skills to understand and deescalate upset clients • Effectively use our Customer Relationship Management (CRM) system • Assess the client's current financial situation and determine appropriate options • Collaborate with clients to develop customized solutions • Meet or exceed retention targets and earn commissions • Provide a best-in-class customer service experience over the phone and through various communication tools

• 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.

• 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. • Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation. • 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. • Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free. • Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program. • 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

• 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

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About The Role Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance’s financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision. Key Responsibilities: - Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options. - Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation. - Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system. - Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free. - Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program. - Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives. - Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs What We Look For - Required - Experience in Retention, Sales, or Collections - High school diploma or equivalent (Associate's or Bachelor's degree is a plus) - Ability to work in a fast-paced environment and handle high call volumes - Resilient and able to remain calm under pressure - Demonstrated ability to negotiate and deescalate client issues effectively - Tech saavy and proficiency with a Client Relationship Management system (CRM) - Strong customer focus and adaptability to different personality types - Strong verbal and written communication skills along with active listening - Supports team/department collaboration & inclusion - Troubleshooting and problem solving skills - Ability to multi-task, set priorities and manage time effectively - Willingness to adapt to a changing environment and learn about new financial solutions. #LI-ST1 The base salary range represents the low and high end of the anticipated salary range for this position. The actual base salary offered will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed. Base Pay Range $19—$20 USD Why Join Us? While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer: - Considerable employer contributions for health, dental, and vision programs - Generous PTO, paid holidays, and paid parental leave - 401(k) matching program - Merit advancement opportunities - Career development & training And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About The Role Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance’s financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within 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 The base salary range represents the low and high end of the anticipated salary range for this position. The actual base salary offered will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed. Base Pay Range $19—$21 USD Why Join Us? While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer: - Considerable employer contributions for health, dental, and vision programs - Generous PTO, paid holidays, and paid parental leave - 401(k) matching program - Merit advancement opportunities - Career development & training And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About the Role Our 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. The base salary range represents the anticipated salary range for this position. The actual base salary offered within the range will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed. In addition to base salary, this position qualifies for commission. Negotiation Specialists earn a monthly commission based on the amount of debt negotiated subject to the terms outlined in the company's commission plan. Full-time employees hired into this position are eligible for health care benefits shown here. Base Salary Range $21—$21 USD Why Join Us? While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer: - Considerable employer contributions for health, dental, and vision programs - Generous PTO, paid holidays, and paid parental leave - 401(k) matching program - Merit advancement opportunities - Career development & training And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

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. 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 The base salary range represents the anticipated salary range for this position. The actual base salary offered within the range will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed. In addition to base salary, this position qualifies for commission. The average sales agent makes around $150,000/yr (base + commission + bonus). Sales Agents earn a monthly commission based on the amount of debt enrolled subject to the terms outlined in the company's commission plan. Full-time employees hired into this position are eligible for health care benefits shown on our company careers page. Base Salary Range $15—$18.15 USD Why Join Us? While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer: - Considerable employer contributions for health, dental, and vision programs - Generous PTO, paid holidays, and paid parental leave - 401(k) matching program - Merit advancement opportunities - Career development & training And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

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. 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 The base salary range represents the anticipated salary range for this position. The actual base salary offered within the range will depend on numerous factors including the individual’s skills, experience, performance, and the location where work is performed. In addition to base salary, this position qualifies for commission. The average sales agent makes around $150,000/yr (base + commission + bonus). Sales Agents earn a monthly commission based on the amount of debt enrolled subject to the terms outlined in the company's commission plan. Full-time employees hired into this position are eligible for health care benefits shown on our company careers page. Base Salary Range $15—$18.15 USD Why Join Us? While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer: - Considerable employer contributions for health, dental, and vision programs - Generous PTO, paid holidays, and paid parental leave - 401(k) matching program - Merit advancement opportunities - Career development & training And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.