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!

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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