It's a job... - Customer Success Specialist Beyond Finance Employee Review

3.0
Oct 2, 2023
Recommend
CEO approval
Business Outlook

Pros

Training is about 4 weeks and pretty easy if you pay a bit of attention. They mass hire so I only had 1 interview to get an offer. Training is performance based and they tell you that you will be let go if not up to par which is an 85% average during training. This can be a good or bad thing depending on the person. It is a startup company and is good to list on resume if you last long enough. Pay is OK and there's performance based bonuses every month if KPI's are at least 95%. The trainers are nice and helpful.

Cons

There's a lot of bad reviews about this role. Found out that they offer a lot of vto once you get into production which sounds like there's too many people available on phones at any given time. Tenured agents mentioned there's not much overtime available. Overall seems like a revolving door from the get go. It's a start up so there's a lot of changes at any given time.

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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