Review of Beyond Finance - Client Success Director Beyond Finance Employee Review

4.0
Nov 28, 2023
Recommend
CEO approval
Business Outlook

Pros

My journey at Beyond has been nothing short of amazing. Starting out as a phone agent over five years ago, I am now one of the CS Directors and have had the pleasure of witnessing and often time driving the success and growth we’ve encountered in CSD. Along the ride, I’ve had the joy of working alongside people from all walks of life and have learned an invaluable lesson in that you can always learn from your experiences, whether good or bad, and use said experiences as a catalyst for greatness. Whether it’s an agent or a C-Suite executive, my experience has been the same in that we are a passionate group of people who want the best for our clients and are extremely dedicated to providing premier service at every level. I can speak for others but my experience has been rewarding and while there are times where it gets rough, it's for the greater good of the company and I appreciate the challenges that comes with.

Cons

I wouldn't say it's a con, but its important to note that this is a performance driven culture where performance is closely monitored. It's also a startup company with new leaders so sometimes it can feel like learning is happening as it goes but that's what makes Beyond unique in that it provides a lot of opportunity for those looking to grow in their career.

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.

See reviews by: Helpful|Rating|Date|All