Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Client Success & Guidance Specialist

Lever

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive practical tools and mentorship, and enroll and support clients who seek guidance. You will communicate clearly, work independently with discipline, and participate in a proven process focused on benefits conversations rather than hard selling. The role emphasizes flexible scheduling that accommodates real life. #J-18808-Ljbffr

Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Remote Client Success & Guidance Specialist in Williston, ND vacancy
  •  ...financial services firm is seeking a Sage Intacct Specialist to manage various accounting projects while working remotely. The ideal candidate will have a Bachelor’s...  .... Responsibilities include project management, client communication, and collaboration with cross-functional... 
    Remote work
    Home office

    Incubator Finance Inc

    United States
    1 day ago
  •  ...Lever, Inc. is seeking motivated professionals for a remote role focused on inbound client conversations about financial-protection options. You’ll be trained, coached, and measured on activity and results, with a clear, written process so you’re not inventing the job.... 
    Remote work

    AO Garcia Agency

    United States
    3 days ago
  • TravelingMedic is a growing remote services company that helps clients plan and book exceptional travel experiences. We are expanding our team nationwide and seeking a Coordination Specialist to support the planning and coordination process from a fully remote position.... 
    Remote job
    Flexible hours

    Travelingmedic

    Seattle, WA
    22 hours ago
  •  ...AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, deliver web presentations, and work with a growing team that provides tools and mentorship. This position... 
    Remote work
    Work from home
    Home office

    AO Garcia Agency

    United States
    1 day ago
  •  ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal ~1. Home office. Web presentations. ~2. Work that matters to families.... 
    Remote work
    Work from home
    Home office

    AO Garcia Agency

    La Vista, NE
    2 hours ago
  • $3,533 - $4,962 per month

     ...Job Title: Client Success Representative Monthly Pay: $3,533 - $4,962 USD per month Summary:...  ...product or service contacts. This is a fully remote, work from home position based in...  ...listening carefully, providing accurate guidance, maintaining organized interaction notes... 
    Remote work
    Work from home
    Day shift

    Talentoma

    Lansing, MI
    1 day ago
  •  ...Student Success Specialist Non-Exempt; 12-month part-time position serving from an office based...  ...Provide Christ-like support and guidance to a diverse group of students, with primary...  ...preferred, partial-day or partial-week remote work arrangements may be considered.... 
    Remote work
    Part time
    Work at office

    Spring Arbor University

    Spring Arbor, MI
    3 days ago
  •  ...Client Success Manager As a Client Success Manager, you will play a crucial role in ensuring the satisfaction and retention of the client...  ...understanding of our products or services to provide expert guidance and consultation to clients on how to best utilize our... 
    Remote work

    CrewBloom

    United States
    1 day ago
  • $65k - $129k

     ...Join us! Make an Impact as a Senior Specialist, Proposals and Client Services at Worldwide As a Senior Specialist...  ...play a key role in supporting the successful pursuit of new business...  ...proposals team. Where You'll Work This is a REMOTE role open to candidates based in US.... 
    Remote work
    Hourly pay
    Work at office
    Worldwide

    Worldwide Clinical Trials

    New York, NY
    2 hours ago
  • $3,533 - $4,962 per month

     ...month Summary: Every resolved client question leaves the client...  ...step. This entry-level Client Success Agent directly responds to client...  ...team lead who provides guidance. The role partners with clients...  ...and next actions. This fully remote, work from home position is based... 
    Remote work
    Work from home
    Day shift

    Talentoma

    Austin, TX
    1 day ago
  • $40k - $45k

     ...variety of different ways. With over 40,000 clients benefiting from our innovative solutions...  ...Our mission is to invest in motivated, successful individuals, supporting them as they...  ...About the Role As an Enterprise Success Specialist, you'll play a key role in managing and... 
    Remote work
    Temporary work
    Immediate start
    Home office
    Flexible hours

    FMG Suite

    United States
    2 days ago
  •  ...candidate for the Employment Specialist 4 (WorkSource Specialist 4),...  ...individualized service planning, using a client-centered approach to...  ...in Spanish—ensures clear guidance and meaningful engagement with...  ...settings—office, field, and remote—demonstrates adaptability and... 
    Remote work
    Work experience placement
    Work at office
    Flexible hours
    1 day per week

    State of Washington

    United States
    3 days ago
  •  ...AO Garcia Agency is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, provided...  ...and expected to enroll and support clients who asked for guidance. This position offers the chance to work from home with... 
    Remote work
    Work from home

    AO Garcia Agency

    United States
    1 day ago
  •  ...Dakota Software is seeking a Client Success Manager to guide new and existing clients through implementation, adoption, and realization...  ...role emphasizes relationship building, proactive communication, and strategic guidance to expand within accounts. #J-18808-Ljbffr
    Remote work

    Dakota Software Corporation

    United States
    2 days ago
  •  ...KinderCare Learning Companies is seeking a Client Success Manager to be the strategic partner for our clients, guiding onboarding, adoption...  .... You will build trusted relationships, provide proactive guidance, and collaborate with sales, field leadership, and internal teams... 
    Remote work

    Kindercare

    United States
    3 days ago
  •  ...Lever, Inc. is a client-facing, fully remote role in financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal includes a home office, web presentations, work that matters... 
    Remote work
    Work at office
    Work from home
    Home office

    AO Garcia Agency

    Janesville, WI
    5 days ago
  •  ...a self-motivated professional for a home-based client role offering a flexible schedule. You will run...  ...provide the process and coaching to support your success. The position emphasizes control of the calendar and remote presentations. Must be able to follow a script,... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    United States
    4 days ago
  •  ...Sunkissedgetaways is seeking a dedicated Client Success Specialist to guide clients from the initial contact through ongoing relationship...  ...ensure timely, professional support. Training and guidance are provided. This remote role offers flexible scheduling, collaborative team... 
    Remote work
    Flexible hours

    Sunkissedgetaways

    Green Bay, WI
    46 minutes ago
  • The Sr. Specialist provides support to local channel partners and their...  ...strong understanding of the client’s strategic priorities and...  ...our global client and customer success and each individual must be focused...  ...related experience ~ Some remote-work experience preferred and... 
    Remote work
    Full time
    Work experience placement
    Local area
    Flexible hours

    Ansira

    Missouri
    4 days ago
  • $127.66k - $167.11k

     ...Manage a portfolio of complex clients, reselling value and...  ...Qualifications: ~7+ years client success experience with mid to large...  ...parental leave, PTO/DTO, and remote-first culture. Included...  ..., offering members care guidance, advocacy, and personalized virtual... 
    Remote work

    Included Health, Inc.

    United States
    2 days ago
  • $127.66k - $167.11k

     ...Client Success Principal Team: Client Success Location: Remote Commitment: Full-Time Workplace Type: remote Job Summary: The Client Success Principal...  ...to physical. We offer our members care guidance, advocacy, and access to personalized virtual and... 
    Remote work
    Full time
    Contract work
    Currently hiring
    Work at office
    Local area
    Work from home
    Home office

    Included Health

    United States
    4 days ago
  •  ...AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship provided. You’ll deliver home-office web presentations, work on meaningful... 
    Remote work
    Work at office
    Work from home
    Home office

    AO Garcia Agency

    Tucson, AZ
    1 hour ago
  •  ...Garcia Agency is seeking a motivated professional to join our remote team as a client consultant. You will conduct virtual consultations with...  ...opportunities for advancement based on performance. Training provided to ensure success in a home-based setting. #J-18808-Ljbffr
    Remote work
    Weekly pay
    Work from home
    Flexible hours

    AO Garcia Agency

    United States
    5 days ago
  •  ...AO Garcia Agency is seeking a home-based client role that offers a flexible schedule and a results-driven environment. In this position...  ...supported by a coaching process and a structured workflow. Successful candidates possess strong verbal communication, the ability to... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    United States
    4 days ago
  •  ...AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, and you will be paired with a growing team, with tools and mentorship.The deal includes a home office, web... 
    Remote work
    Work at office
    Work from home
    Home office

    AO Garcia Agency

    Saint Paul, MN
    3 days ago
  • $65k - $70k

     ...Osaic Careers REMOTE Operations Opportunity in Insurance Industry Team Success Specialist, Highland Capital Brokerage Location(s): Birmingham/ REMOTE Role Type...  ...cross-functional solutions while maintaining client and employee satisfaction. Education Requirements... 
    Remote work
    Full time
    Shift work

    Advisor Group

    Remote
    4 days ago
  •  ...AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial...  ..., and CRM hygiene, with interviews conducted via Zoom. Successful candidates will be driven, trainable, and dependable, comfortable... 
    Remote work
    Work from home

    AO Garcia Agency

    Montgomery, AL
    1 day ago
  •  ...AO Globe Life is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first...  ...home with no cold calling and a fully trained onboarding process. Successful candidates are driven, trainable, dependable, comfortable with... 
    Remote work
    Work from home

    AO Globe Life

    United States
    1 day ago
  •  ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk...  ...conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm... 
    Remote work
    Work from home

    AO Garcia Agency

    Remote
    4 days ago
  •  ...seeking a professional and people-focused Client Success Specialist to help create positive experiences...  ...professional support. Training and guidance will be provided. Responsibilities...  ...Organized and dependable Comfortable working remotely Able to communicate effectively... 
    Remote work
    Flexible hours

    Sunkissedgetaways

    Green Bay, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Client Success & Guidance Specialist. Be the first to apply!