Remote opportunity at
Beyond FinancePayment Operations Associate
Beyond Finance seeks a remote Payment Operations Associate to handle clerical duties within its Business Operations Department. In this position, the contributor will partner with team…
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About This Role
Beyond Finance seeks a remote Payment Operations Associate to handle clerical duties within its Business Operations Department. In this position, the contributor will partner with team members to help clients settle unsecured debt by coordinating with creditors, collection agencies, and law offices. Beyond Finance assists individuals in escaping debt through individualized care, compliance, and supportive technology, having served over one million clients. This role suits an office-savvy professional who can…
Job Description
Beyond Finance seeks a remote Payment Operations Associate to handle clerical duties within its Business Operations Department. In this position, the contributor will partner with team members to help clients settle unsecured debt by coordinating with creditors, collection agencies, and law offices. Beyond Finance assists individuals in escaping debt through individualized care, compliance, and supportive technology, having served over one million clients. This role suits an office-savvy professional who can manage daily settlement pipelines, resolve payment exceptions, and handle documentation while maintaining strong attention to detail.
The role requires managing clearing processes, communicating with external parties via phone and email, and tracking fund availability using banking ledgers. The individual chosen will also upload documents into Salesforce, handle escalated issues, and manage special projects as assigned. Candidates must excel at multitasking, meeting tight deadlines, and adapting to last-minute operational changes while maintaining accurate records.
Responsibilities
- Handle daily settlement pipelines and exception reporting related to payment setups and clearing operations
- Contact creditors and agencies by phone and email to resolve uncleared payments and exceptions
- Obtain necessary documentation required for successful payment remittances
- Request payment proof from creditors, collection agencies, and third-party payment processors
- Monitor banking ledgers to verify fund availability and confirm sufficient deposit account balances
- Answer internal and external inquiries regarding departmental functions
- Scan and attach documents to client profiles inside the Salesforce CRM
- Perform word processing, typing, correspondence, and document proofreading
- Handle escalated issues with thorough research and high accuracy
- Complete special projects and alternative assignments delegated by business operations
Requirements
- Maintain advanced proficiency in Microsoft Word, Excel, PowerPoint, Adobe, and Outlook
- Demonstrate positive, prompt, and reliable work habits
- Exhibit strong interpersonal, problem-solving, and telephone etiquette skills
- Work effectively under pressure to meet tight deadlines
- Collaborate cooperatively with various work styles, support staff, and management levels
- Display strong verbal and written communication abilities
Qualifications
- Hold an undergraduate degree, or possess three to five years of relevant experience
- Prior experience working with Salesforce
Core Skills
Benefits
- Employer contributions toward health, dental, and vision insurance programs for eligible full-time employees
- Paid time off, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development and training
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the salary for the Payment Operations Associate position?
The base hourly range for this position is between $25 and $27 USD.
Is this job remote?
Yes, the job is listed with a remote location and status.
What educational background or experience is preferred?
An undergraduate degree is preferred, or alternatively, three to five years of experience.
What CRM software is used in this role?
The position utilizes Salesforce, and prior Salesforce experience is preferred.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.
