56 remote financial consulting client success associate jobs


Client Success Director

(us)

Confidencial

A company is looking for a Client Success Director. Key Responsibilities: Serve as the department director for the client success team, managing team operations and support processes Answer tech-related questions and ensure high standards of...


Customer Success Associate

(us)

Confidencial

A company is looking for a Customer Success Associate (Part-time Hourly - Remote). Key Responsibilities: Serve as the front line between the company and clinicians and patients, delivering high-quality customer support Manage food order...


Customer Success Associate

(us)

Confidencial

A company is looking for a Customer Success Associate. Key Responsibilities: Provide timely and empathetic help to customers through various channels Understand customer needs and provide solutions or guidance Collaborate with team members...


Client Experience Associate

(us)

Confidencial

A company is looking for a Client Experience Associate Key Responsibilities: CX Operations: Responding to and managing client experience inquiries in various channels Ad-Hoc Tasks: Completing ongoing clerical, administrative, and routine tasks...


Director of Customer Success

(us)

Confidencial

A company is looking for a Director of Customer Success. Key Responsibilities: Manage and improve key metrics to ensure strong net dollar retention while minimizing churn Develop systematic approach for optimization of customer value delivery,...


Customer Success Manager

(us)

Confidencial

A company is looking for a Customer Success Manager. Key Responsibilities: Utilize email ticketing software to respond to client inquiries promptly Train and support clients on using the company?s tools Identify and troubleshoot technical...


Senior Customer Success Manager

(us)

Confidencial

A company is looking for a Senior Customer Success Manager. Key Responsibilities: Acting as the Voice of the Customer to ensure client needs are met through company solutions Building strong relationships with clients and promoting company...


VP Client Experience

(us)

Confidencial

A company is looking for a Vice President, Client Experience for a remote position in the United States. Key Responsibilities: Provide strategic leadership over all client accounts Lead agency?s service delivery process and client...


Director of Customer Success

(us)

Confidencial

A company is looking for a Director of Customer Success. Key Responsibilities: Provide leadership and guidance to ensure client satisfaction Develop and implement KPI strategies for customer engagement and retention Improve processes for...


Merchant Success Manager

(us)

Confidencial

A company is looking for a Merchant Success Manager. Key Responsibilities: Conduct one-on-one meetings with merchants to understand goals and develop strategies Schedule trainings, conduct data analysis, and educate merchants on new features...


Head of Customer Success

(us)

Confidencial

A company is looking for a Head of Customer Success. Key Responsibilities: Develop and implement a comprehensive customer success strategy aligned with company goals and objectives Manage key client activities including implementation,...


Head of Customer Success

(us)

Confidencial

A company is looking for a Head of Customer Success. Key Responsibilities: Develop and implement a comprehensive customer success strategy aligned with company goals and objectives Manage key client activities including implementation,...


Customer Success Specialist - Account Management

(us)

Confidencial

A company is looking for a Customer Success Specialist for Client Support Remote position in the Eastern US. Key Responsibilities: Manage existing physician and physician practice accounts Secure account renewals and onboard new accounts...


Enterprise Customer Success Manager

(us)

Confidencial

A company is looking for an Enterprise Customer Success Manager. Key Responsibilities: Cultivate successful onboarding and adoption of the company?s platform for customers Provide coaching and education to improve product adoption and support...


Financial Aid Advisor

(us)

Confidencial

A company is looking for a Financial Aid Advisor for a remote project in the United States. Key Responsibilities: Assist students with completing the 2023-2024 FAFSA and submitting required documents Ensure compliance with FSA rules and...


Solutions Consultant - FP A

(us)

Confidencial

A company is looking for a Solutions Consultant - FP&A. Key Responsibilities: Conduct personalized product demos, Proofs of Concept, and hands-on workshops to support the sales cycle Present industry-specific expertise to potential...


Moving Consultant (Sales)

Sheridan, Remote (us)

Confidencial

MOVING COMPANY HIRING SALES AGENTS $$$$ THIS POSITION IS FOR REMOTE WORK ONLY, EXPERIENCED SALES REPS Closers only -- Are you able to build rapport with customers? Do you prefer consultative and education-based selling? Are you ready to...


Publicist Consultant

(us)

Confidencial

A company is looking for a Part-Time Publicist and Strategic Engagement Consultant. Key Responsibilities: Work closely with an executive on strategic engagement and thought leadership profile-building Pitch, book, and promote the executive...


Institutional Giving Consultant

(us)

Confidencial

A company is looking for an Institutional Giving Consultant Key Responsibilities: Advise clients in ongoing relationship management for portfolios of current and prospective institutional funders Plan, manage, and execute foundation,...


Associate Advisory Operations

(us)

Confidencial

A company is looking for an Associate, Advisory Operations. Key Responsibilities: Client relationship management of a multi-location practice Assisting with transaction processing and trade execution Supporting various client and...


Payroll Associate

(us)

Confidencial

A company is looking for a Payroll & People Associate for a remote part-time position. Key Responsibilities: Process bi-weekly payroll accurately and timely using ADP Workforce Now Maintain HRIS data, provide regular reporting on...


Program Evaluation Consultant

(us)

Confidencial

A company is looking for a Program Evaluation Consultant. Key Responsibilities: Design and implement evaluation frameworks to measure program effectiveness Develop and utilize quantitative and qualitative data collection methods Analyze data...


Associate Project Manager

(us)

Confidencial

A company is looking for an Associate Project Manager. Key Responsibilities: Champion the process and inspire trust in project management Keep clients informed and maintain a high level of client satisfaction Manage project schedules, control...


Associate Actuary

(us)

Confidencial

A company is looking for an Associate Actuary. Key Responsibilities: Support rate advocacy and financial forecasting in Medicaid Markets Calculate and adjust monthly reserves, revenue, and IBNR in Valuation Teams Develop analyses to identify...


Senior Project Manager Consulting

(us)

Confidencial

A company is looking for a Senior Project Manager, Consulting. Key Responsibilities: Contribute to strategic vision and operational design of the Consulting Group Design and implement successful project and client management strategies Support...


Commercial Customer Service Associate

(us)

Confidencial

A company is looking for a Commercial Customer Service Associate - REMOTE in PST or MST. Key Responsibilities: Responsible for small to medium accounts Main contact for day to day customer needs Develop and maintain good working relationships...


Healthcare Management Consultant

(us)

Confidencial

A company is looking for an HRO Healthcare General Management Consultant. Key Responsibilities: Contribute to the design and implementation of training materials and/or communications products for organizational culture change Support planning...


ServiceNow Business Process Consultant

(us)

Confidencial

A company is looking for a ServiceNow Business Process Consultant. Key Responsibilities: Facilitate executive level workshops and translate business requirements into prioritized outcomes Lead customers in process definition and mapping, and...


Associate Principal - Market Research

(us)

Confidencial

A company is looking for an Associate Principal in Market Research. Key Responsibilities: Expertise in quantitative research design and analytic approaches to address client business issues Demonstrate creativity and innovation in developing...


Staff Accountant

(us)

Confidencial

A company is looking for a Bookkeeper / Staff Accountant for a remote position. Key Responsibilities: Review and approve company credit card and reimbursement expense reports Verify and code AP invoices, complete bank reconciliations, and...