remote

Beyond Finance is hiring a Success Coach

About the Role

Beyond Finance is looking to add a Success Coach (Mental Health Coach) to our growing team. This position starts as a 6-month contract with potential to convert to a full-time, permanent role. You will provide compassionate, individualized support to our remote sales representatives, helping them navigate personal and work-related challenges.

What You'll Do

  • Conduct 1:1 coaching sessions and observations with inside sales agents
  • Collect and analyze data from sessions to identify trends and create structured, planned interventions
  • Maintain a strong understanding of best practices for mental health care in a corporate setting
  • Partner with business stakeholders to provide feedback on the program and implement strategies
  • Prepare and present reports and presentations on program impact

What We're Looking For

  • Bachelor’s degree in psychology or a related field
  • Excellent understanding of psychology and modern therapy techniques
  • Strong interpersonal skills with a demonstrated ability to empathize and connect with others
  • Experience using software systems such as TherapyNotes and ShareNotes
  • Willingness to work weekends and nights as dictated by scheduling needs

Nice to Have

  • Master’s degree
  • Previous experience providing mental health services in a corporate setting

Technical Stack

  • TherapyNotes
  • ShareNotes

Team & Environment

You will join a growing team, reporting through HR while partnering cross-departmentally with sales and other departments.

Benefits & Compensation

  • Compensation range: $70,000 - $80,000 USD
  • 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
  • Team spirit and culture of community, connection, and belonging

Work Mode

This is a fully remote position.

Beyond Finance provides a compassionate, uplifting, and collaborative work environment focused on compliance, ethics, and supportive, user-centric technology.

Required Skills
TherapyNotesShareNotesCoachingCase ManagementCommunicationDocumentationHIPAA ComplianceTelehealthClient EngagementGoal SettingProgress Tracking
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About company
Beyond Finance

A company that helps everyday Americans escape crippling debt through compassionate, individualized care, a compliance-focused culture, supportive technology, and customized financial solutions. They have helped over 1 million clients.

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Job Details
Category other
Posted a month ago