Remote Client Success Advisor

Job Description

As a Client Success Advisor , you’ll play a vital role in connecting with clients virtually, learning about their needs, and guiding them toward suitable options. You’ll work remotely while managing your daily schedule, giving you control over your work-life balance.

Responsibilities :

Contact clients who have requested information through our digital channels.

Educate them about various programs and help tailor solutions to their situation.

Maintain regular contact to ensure their goals are met and questions answered.

Track your client pipeline through our CRM and follow up consistently.

Take part in team calls, mentorship, and skill development sessions.

Requirements

U.S. citizen.

Strong interpersonal and organizational skills.

Comfortable with remote communication and technology tools.

Benefits

Remote with full scheduling flexibility.

Ongoing training and advancement opportunities.

Uncapped earnings based on performance.

Requirements

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated, disciplined, and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus, but not required (training is provided).