Work in progress - Customer Service Representative Beyond Finance Employee Review

3.0
Oct 25, 2022
Recommend
CEO approval
Business Outlook

Pros

The pay is really great for entry level and the opportunity for someone who works hard is available.

Cons

The company is under new management and is very unorganized. While there are a lot of trial and error in business, there are opportunities that are missed consistently that management can be taking to avoid these errors for their customers. IT Issues that really make it impossible for the day to run efficiently and often negatively impact the goals that CSD reps are expected to maintain/achieve. It seems as if a lot of the management is NEW to management which means they are still learning the ropes. This causes the trickle down effect and really results in a poor morale on the team. I have never seen the CEO Tim Ho in any business meetings that are SOMETIMES held quarterly where nothing is really discussed that has any substance.

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!

3.0
May 27, 2026
Recommend
CEO approval
Business Outlook

Pros

Despite having minimal education and experience, this position at Beyond Finance has allowed me to work a remote job with considerable pay and benefits. The work itself is super chill and management is nice enough. If you’re looking for a temporary remote job and don’t need to be here long, this might be for you. You really have to take the good with the bad here haha.

Cons

No job security. My class started with 40 and we are down to 4 now a year in. The metrics make sense at first glance until you realize a lot of it comes down to luck. Since I’ve been there, multiple changes have been made which directly and obviously make hitting goals more difficult, but the goals remain unadjusted. Each month, management allows a curve to assist with this, but the curve is random and contributes to the feeling being at the mercy of luck. If a curve is needed every single month, why not just openly adjust goals to be more reasonable? I feel as though I am “succeeding” in spite of management, not because of any support. Additionally, the service this company offers is a scam. It’s a little uncomfortable when everyone is talking about how prideful they are of the work they do for this company when you know deep down you are ruining peoples lives financially.

3
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