🧾 About the Role
Debt doesn’t disappear by magic—but with structure, strategy, and heart, it can be conquered. As a Remote Account Servicing Associate at Beyond Finance, you’ll serve as a key operational player in the post-enrollment journey for clients seeking debt relief. You’ll manage account updates, handle client requests, and support business-wide process improvements—ensuring compliance, clarity, and care every step of the way.
✅ Position Highlights
• Full-time, 100% Remote
• Department: Business Operations
• Liaison between Enrollment, Client Service, and Settlements teams
• Hands-on CRM work with Salesforce
• Contribute to streamlining operations and enhancing client experiences
📋 What You’ll Own
• Process customer account updates and payment-related events within Salesforce
• Review exception reports and analyze creditor correspondence
• Maintain integrity and accuracy of client records
• Act as a cross-functional connector to ensure compliance and smooth operations
• Monitor daily transaction requests and update accounts as needed
• Support operational performance reviews and participate in process audits
• Assist with special projects to drive automation and standardization
🎯 Must-Have Traits
• 1–2 years of experience in financial services or banking
• Excellent organizational and time management skills
• Strong written and verbal communication abilities
• Self-motivated and independently productive
• Collaborative mindset and team player
• High school diploma or GED required; recent college grads encouraged
• Proficient in MS Office; CRM experience (especially Salesforce) is a plus
💻 Remote Requirements
• Reliable high-speed internet
• Comfortable managing tasks and timelines independently
• Proficiency with remote work tools (Slack, Zoom, Salesforce, etc.)
💡 Why It’s a Win for Remote Job Seekers
• Join a mission-driven company helping over 700,000 clients and counting
• Work with a team that values data, empathy, and real results
• Growth-minded environment with room to rise
• Collaborative, remote-first culture that supports development and autonomy
• Make a tangible difference in people’s financial futures
✍️ Call to Action
If you’re ready to keep operations running smooth and client experiences stress-free, Beyond Finance wants to hear from you. Apply now and be part of a team changing the way people recover from debt—one account at a time.