A Review - Client Success Specialist Beyond Finance Employee Review

1.0
Nov 22, 2021
Recommend
CEO approval
Business Outlook

Pros

The company is still working remotely and are hiring for remote reps regardless of location.

Cons

Being in CSD means having to occasionally reach out to other departments, even their leadership team only to wait days to get an answer and by extension, no accountability. Being a manager in another department outside of Client Success Dept. means having the benefit of ignoring emails and messages with no regard to the nature of it, whether its a costly error from one of their employees or even an answer - with no consequences. Eventually, you will learn to buy more time for yourself to get answers, all the while your query falls deeper into their inbox. In CSD it isn't so bad, a small handful Seniors and Team Leads are great and knowledgeable. They embody the company's policy of "Go above and beyond" - the rest aren't and are nothing short of a detriment to the Department and culture. You ask any kind of question or even coaching and you'll get an answer that sounds rehearsed and/or copy/pasted from somewhere within the vastness of the internet. You could be under a fantastic Lead and for no reason other than its Tuesday, you could get moved to a different team and suddenly be under someone who's laziness could spark the next meme trend or the one who's only love is their own voice. Favoritism runs rampant. Grammar does not.

Explore other reviews about Beyond Finance

5.0
Jun 26, 2026
Recommend
CEO approval
Business Outlook

Pros

Beyond Finance truly stands behind its leadership team and agents. There is a strong support system in place, and upper management genuinely listens to feedback and provides resources necessary for us to succeed. Whether an employee or client opportunity... one doesn't outweigh the other and are both equally important here at Beyond. The collaborative environment makes it incredibly rewarding to coach and mentor team members, helping them develop their skills and hit their performance goals.

Cons

None at the moment as this is a great company that encourages career and opportunity growth!

1.0
Jul 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Good pay and benefits, remote.

Cons

Horrible training. It's disjointed and hard to follow, basically consisting of a handful of PowerPoint presentations; no mock calls, limited shadowing, or anything else you would anticipate as part of contact center training. There are NO standardized SOPs. No centralized resources or knowledge management system. Extreme micromanaging. If you are 16 minutes 'idle' you get a disciplinary point ('idle' is measured by phone calls and moving to new accounts, NOT keystrokes, mouse clicks, or any sensible metric). The primary metric is hours on the phone. However, you, the employee, cannot see your total call time on the soft phone system. I was told contradictory information as to how this was measured. In fact, leadership was extremely cagey when questioned about metric calculations, going so far as to tell me "there isn't really a formula," for MATH. There is ZERO positive culture. You can't take even a moment to get to know your coworkers.

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