The worst job I’ve ever had - Client Success Specialist Beyond Finance Employee Review

1.0
10 Aug 2023
Recommend
CEO approval
Business outlook

Pros

Work from home. Potential for great pay. The trainers and managers are very friendly. Immediate 401k vesting and matching.

Cons

From day one in training there was perpetual focus placed on the possibility of being fired. New hires were told if we didn’t complete our ADP profile within three days we would be let go, if we didn’t complete the industry compliance courses by 5pm, maintain an 85% average each week, pass the role play test, or complete the IAPDA exam our employment would be under review. To put this in perspective, we were threatened with being fired at least five times during our first week of employment. While I’m sure the trainers were just doing their jobs, this constant reminder placed undo stress on new hires who were also contending with policy changes, malfunctioning equipment, learning new content and highly regulated scripting, and glitchy programs. The pressure makes a difficult task much more challenging. The training feels like being told to read a pamphlet on how to drive a car, then tested on that material and after receiving a passing score and watching other people drive, being told to drive across the country without making any mistakes. They skip the part where you are behind the wheel being coached while actually doing the task. After these initial weeks, you have to meet strict performance markers in order to remain employed. The agent has to successfully investigate and solve all of the client’s issues using salesforce which malfunctions daily, separately document each problem and resolution in multiple areas, and follow strict scripting all before hanging up with the client to not be marked down by QA. You’re doing this all while hoping that the client doesn’t hang up on you because you have no real power to resolve their complex, life altering financial issues that were exacerbated by their choice to enroll their debts into this program they thought would actually help them. In addition to the micromanaging, you are quite literally chained to your desktop all day via a wired headset. Every second of every day is monitored. Also, there are no sick days offered and only five holidays off a year. The micromanaging, constant anxiety, and lack of autonomy made this job a nightmare.

Explore other reviews about Beyond Finance

5.0
26 June 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
27 May 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.

2
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