Client Success Advisor
AO Globe Life
AO Globe Life is looking for ambitious, service-minded professionals to join our team as Remote Benefits Manager . This fully remote opportunity is ideal for individuals who enjoy helping others, want to build strong client relationships, and are motivated to grow within a supportive, team-oriented environment. No prior industry experience is required. We hire for attitude and provide structured training, mentorship, and professional development to help you succeed. In this role, you will connect with individuals who have requested information about supplemental benefit programs , schedule virtual consultations, and guide them through their available options. Key Responsibilities Connect with individuals who have expressed interest in learning about benefit programs Schedule and conduct virtual consultations with clients via Zoom Assess client needs and explain available benefit options clearly and professionally Guide clients through the enrollment process and answer questions Maintain accurate and compliant digital records Collaborate with teammates to share best practices and support team success Participate in weekly training sessions, team meetings, and leadership development calls Ideal Candidate Profile Confident communicator who can build rapport in virtual conversations Goal-oriented and motivated by personal and professional development Strong listener who can understand client needs and provide thoughtful guidance Organized and self-motivated while managing a flexible schedule Positive team player who is coachable and open to feedback What We Offer 100% remote work environment with flexible scheduling Warm leads provided — no cold calling or prospecting Paid training and full licensing support Mentorship and development from experienced leaders Weekly pay via direct deposit Monthly and quarterly performance bonuses Advancement opportunities into leadership roles Inclusive, collaborative, and supportive team culture Meaningful work supporting families and communities Requirements Must be legally authorized to work in the United States Reliable internet connection Windows-based laptop or desktop computer with a functioning webcam #J-18808-Ljbffr AO Globe Life
- ...support via phone, email, and chat. You'll work with the support team to troubleshoot issues and ensure a great experience for clients. Success in this position requires strong communication skills, at least a year of customer service experience, and familiarity with...Suggested
- ...company, seeking motivated individuals to join our remote Customer Success team. We work with union members, associations, and families to... ...utilize their benefits. No cold calling is required—qualified clients are provided. If you enjoy helping people, building...SuggestedRemote jobFull timeWork from home
- ...service experiences? We’re looking for motivated individuals to join our growing team as Customer Success Associates. In this role, you’ll build meaningful relationships with clients, provide personalized support, and help customers get the most value from our services....SuggestedFull time
- QA Wolf is seeking a Customer Success Associate to help drive customer satisfaction and business value. This remote position focuses on understanding customer goals, providing expert advice on QA, and ensuring a seamless customer experience. The ideal candidate will possess...SuggestedRemote job
$71.69k - $95.59k
...ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role The Customer Success Consultant is a partner and customer-facing role aligned to our GPS customer segment, driving customer value and success through...SuggestedFull timeTemporary workWork experience placement$130k - $170k
...stage of growth as we scale through Series B and build the foundation for the next phase of the company. We’re looking for a Customer Success Lead to lead and develop a high‑performing team of Customer Success Managers serving Nitra’s SMB and mid‑market healthcare...Full timeWork experience placement- Client Success Onboarding Specialist (WA) Fully Remote - WA Job Type Full-time Description Client Success Onboarding Specialist (Remote - WA) About 700Credit 700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive...Full timeRemote work
- Deal Exchange, LLC is searching for a highly motivated Client Success Onboarding Specialist in Washington. The successful candidate will oversee client implementation and training for our automotive solutions, ensuring a high level of satisfaction. Strong communication...Remote job
$80k - $100k
...Washington 98101 , United States Job Description The Associate Client Advisor role is an exciting opportunity to join a collaborative team... ...skills. Demonstrated leadership and teamwork qualities. Successful candidate must be goal-oriented, detailed oriented and a motivated...Full timeTemporary workWork at officeRemote work$130k - $170k
Nitra is seeking a Customer Success Lead to develop a team of Customer Success Managers for its SMB and mid-market healthcare clients. This pivotal role will focus on customer utilization, retention, and expansion across Nitra’s fintech, marketplace, and AI software products...- Dormont Manufacturing Co is looking for an Enterprise Customer Success Manager to serve as a financial technology advisor to major customers. The role entails creating and executing strategies tailored to customers' business goals while enhancing product adoption and minimizing...Work at officeRemote work
- Duradigital in Seattle is seeking a VP of Delivery & Customer Success to lead their delivery organization. This role is crucial in ensuring... .... Join a company focused on AI-enabled transformation and make a meaningful impact on clients and teams. #J-18808-Ljbffr Duradigital
- Centaur Labs is seeking a Senior Customer Success Manager to lead engagement and drive value for our clients. This individual contributor role requires 5-6 years of experience in Customer Success, especially with Sales and Service Cloud. The ideal candidate will influence...
- Docusign is looking for a Senior Enablement Program Manager to oversee the design and execution of learning programs for customer success teams. You will collaborate with cross-functional leaders to ensure strategies meet global performance goals. This is a hybrid role...Work at office2 days per week
- SMARTSHEET is seeking a Principal Customer Success Manager in Bellevue, WA, to build high-value relationships with large customers. The role requires 10+ years of Customer Success experience, preferably in a SaaS model. The ideal candidate will manage a diverse business...Remote work
$97.3k - $130.8k
A technology company is seeking a Customer Success Manager to enhance safety and efficiency in operations through its IoT platform. The ideal candidate will have over 4 years of experience in customer success roles, preferably within Enterprise SaaS, and possess strong...Remote jobFlexible hours- Formations US, LLC in Kirkland is seeking an Onboarding Manager who will guide new customers through their initial 60 days, ensuring their success with S-Corp setups and project management. The ideal candidate will possess 2+ years of experience in Customer Success and will...Full time
- Formations is seeking a Customer Success Manager in Kirkland, WA, to enhance customer onboarding and experience. You will manage customer interactions for the first 60 days, collaborating with teams to ensure smooth transitions and project success. Ideal candidates have...
- ...Manager to enhance customer experience and success. The ideal candidate will have a... ...communication skills, and experience in managing client relationships to ensure project delivery... ...multiple accounts, and being a strategic advisor to customers. Join a team committed to continuous...Full timeContract work
$105k
...become part of an inclusive team committed to your growth and success. Client Overview: Our client is a leading private wealth... ...client service. They are looking to add an Associate Client Advisor to their team. The Seattle office is a small, collaborative...Hourly pay$150.1k - $227k
Centaur Labs is looking for a Senior Success Architect based in Bellevue, Washington. You will provide architecture, design, and implementation support to customers, collaborating closely with various teams to meet their needs. The ideal candidate has over 12 years of experience...- ForgeFit in Seattle is hiring a Customer Service Specialist to ensure a smooth experience for customers from order to installation. The ideal candidate will have at least 1 year of experience in customer service, strong communication skills, and a positive attitude. This...Hourly payFull timeRemote work
$125k - $150k
...difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset... ...our team with talented, driven, and experienced Advisors. We offer comprehensive support and resources including...Summer work$150k
...Client Overview: Our client is a leading private wealth management and investment advisory firm serving high-net... ...role in client relationships and overall office success. They are currently seeking a Client Advisor . Salary/Hourly Rate: $150k + bonus + profit sharing...Hourly payWork at office$90k - $100k
...Company Description Our client is a family business, formed in 2013. The principals... ...assets. Their venture has been a tremendous success, and can genuinely say that they look... ...and prepare information for the Financial Advisors. Office management. Cross train responsibilities...Full timeWork experience placementWork at office$120k - $150k
...Customer Success Manager Seattle • Customer Success • Hybrid • Full-time About Us Supio is... ...as the primary point of contact for our clients, ensuring they achieve maximum value from... ...customer accounts, serving as their trusted advisor and advocate within the organization....Full timeWork at officeRemote workFlexible hours- ...increasingly complex global regulatory landscape. The Role As Customer Success Manager at Certivo, you'll own the post-sale relationship with... ...their priorities, speak their language, and be a trusted advisor on how Certivo fits into their compliance workflow. Monitor...Full timeContract workRemote work
$104k - $143k
...independent “problem identifier and solver” who is driven by going the distance to make Auth0 by Okta’s customers and support teams successful. As this is a high visibility role with both Auth0 and Okta customers, the ideal candidate is an articulate and seasoned expert...Work at officeLocal areaWorldwideMonday to FridayFlexible hoursWeekend work$132.89k - $166.11k
...category-defining product with real ownership, this is your team. What you’ll do As an Enterprise Customer Success Manager, you will serve as a financial technology advisor to Brex’s largest customers by partnering with CFOs, Controllers, and finance ops teams to ensure they...Work at officeRemote workWork from home$65k
...Customer Success Manager Location: Greater Seattle Area (Hybrid or Remote) Employment Type... ...Base salary: $65K About the Opportunity Our client is a rapidly growing FinTech company... ...This is an opportunity to become a trusted advisor to entrepreneurs, helping them navigate payroll...Full timeSelf employmentRemote work
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