Manager of Call Center Technology - Five9

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 700,000 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 Role

As we grow rapidly, we need a Call Center Program Manager who will manage Five9 call center systems and operations. The Call Center Program Manager will work with our internal Operations, Sales and Marketing, Customer Services teams, and external Partners/Vendor companies, to implement and manage Five9 Call Center system, integrations, campaign programs, operation KPI. This position will report to our VP of Technology and Engineering.

What You'll Do

• Manage Five9 Call Center rollout and integration with CRM (Salesforce)


• Develop objectives for the Five9 call center’s day-to-day activities


• Conduct effective resource planning to maximize the productivity of call center resources


• Collect and analyze call-center KPI statistics (conversion rates, costs, customer service metrics etc.)


• Assume responsibility of budgeting and tracking expenses for Five9 call center operation


• Build, manage and foster a team-oriented environment


• Hire, coach and provide training to personnel to maintain high call center service standards


• Monitor and improve ordering, telephone handling and other procedures


• Evaluate performance with key metrics (accuracy, call-waiting time etc.)


• Prepare reports for different departments or upper management

What We Look For:

• Strong management skills with a proven ability to estimate, plan and effectively execute and control projects to deliver agreed upon scope on time within budget


• Knowledge of performance evaluation and customer service metrics


• Solid understanding of reporting and budgeting procedures


• Experience in basic financial analysis (cost-effectiveness, cost-benefit etc.)


• Proficient in MS Office and call center equipment/software programs


• Excellent organizational and leadership skills with a problem-solving ability


• Five9 VCC Development and Administration


• Ability to facilitate complex discussions


• Work creatively and analytically in a problem-solving environment


• Exposure to and / or experience in CRM functionality in financial service industries

Nice to Have:

• Five9 Call Center advanced programming experience


• Certified Call Center Manager (e.g. CCCM) or equivalent qualification


• PMP Certification


• Software system implementation with customer support experience

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.