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Success Coach

Beyondfinance

Remote Remote permanent

Posted: February 12, 2026

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Quick Summary

A successful Success Coach is responsible for providing individualized financial guidance and support to clients, helping them achieve their financial goals and escape the cycle of debt.

Job Description

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.

While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.

The Beyond Finance team is looking to add a skilled mental health coach to our growing team. This position will start as a 6 month contract with potential to convert full time, permanent. In this role, you will be asked to support our remote sales representatives through any personal or work issues they may be dealing with. Responsibilities will include conducting sessions one on one with agents, partnering with business stakeholders and preparing/presenting reports and presentations on business impact. This role will report through HR but partner cross departmentally with sales and other departments.

We are looking for an individual with a strong background in both human psychology as well as an understanding of corporate culture and norms. Additionally, this person will have strong interpersonal skills, as part of the job will entail working with agents to open up to you about personal thoughts and feelings. The ideal candidate will have previous experience in a role that allowed them to demonstrate the abilities discussed above.

Mental Health Coach Responsibilities:

• Perform 1:1 coaching sessions and observations of inside sales agents

• Collect data from these sessions that can be used to connect trends across the operations floor to create planned structured sessions

• Maintain a strong understanding of the best practices for mental health care in a corporate setting as they evolve

• Partner with business stakeholders on providing feedback of the program and implement strategies

Role Requirements:

• Bachelor’s degree in psychology or a related field required, Master’s degree highly preferred

• Previous experience in a similar role providing mental health services in a corporate setting is highly preferred

• Excellent understanding of psychology and modern therapy techniques

• Strong interpersonal skills

• Strong ability to empathize and connect with others

• Experience using software systems such as TherapyNotes, ShareNotes, etc

• Willingness to work weekends and nights as dictated by scheduling needs

#LI-LB2

The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.

Base Salary Range
$70,000—$80,000 USD

Why Join Us?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

• Considerable employer contributions for health, dental, and vision programs

• Generous PTO, paid holidays, and paid parental leave

• 401(k) matching program

• Merit advancement opportunities

• Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

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