Beacon National Agency, consistently on the Inc. 5000 and featured in Forbes, is expanding! We're searching for driven individuals to join us as Remote Sales Customer Representatives. If you're ambitious and eager to make a significant impact, apply today! We'll reach out to qualified candidates to schedule an interview.
Client Onboarding & Growth Associate
Location
United States
Posted
74 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Client Onboarding & Growth Associate
Beacon National Agency
Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions. This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client. Opportunity Highlights - Flexible remote work environment that supports work-life balance - Qualified inbound prospects, focus on meaningful conversations, not cold outreach - Fast commission processing to support consistent income flow - Access to professional tools and systems provided by the organization - Structured mentorship and leadership support for professional development Key Responsibilities - Serve as the first point of contact for individuals seeking financial protection solutions - Guide new clients through a smooth and supportive onboarding experience - Conduct virtual discovery meetings to understand client needs and financial goals - Present tailored protection strategies including IUL policies, annuities, and life insurance - Maintain consistent communication and follow-up to support client growth and satisfaction - Contribute to personal and team growth targets through disciplined activity and relationship building Ideal Candidate Profile - Client-focused mindset with strong integrity and professionalism - Self-motivated with clear personal and career goals - Growth-oriented and open to coaching and continuous improvement - Strong communication skills with confidence in virtual meetings and presentations - Comfortable building relationships and guiding clients through important financial decisions Opportunity Structure This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance. At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.
Related Guides
Related Job Pages
More Customer Success Manager Jobs
• Develop and maintain strong relationships with customers, understanding their needs, and helping them maximize the value derived from our EDI solution. • Serve as the primary point of contact for customers post-sale and acting as a liaison between the customer and internal teams. • Proactively identifying opportunities for customer growth, expansion, and upsell across our portfolio of products. • Monitor customer health and engagement metrics, taking action to drive adoption, address risks and ensure retention and renewal. • Provide a regular business reviews and strategic recommendations to ensure customers achieve their business objectives. • Collaborate with Product and Engineering teams to relay customer feedback and advocate for product enhancements. • Resolve customer escalations and issues, coordinating with Support and Technical resources as needed. • Attend on-site customer events to strengthen our business relationship, generate leads, and/or create new sales opportunities.
Customer Success Specialist
PearsonPearson Virtual Schools, formerly Connections Education and a division within Pearson, is a leading provider of accountable, high-quality virtual education solu
• Manage and execute post-sale implementation and onboarding activities for customers. • Serve as the primary operational executor for CRM-submitted requests from internal teams. • Ensure timely, accurate, and consistent delivery across service lines. • Deliver structured onboarding sessions for courseware and assessment platforms. • Develop, standardize, and maintain reusable onboarding resources. • Maintain accurate records of task completion within CRM and tracking systems.
• Lead the US West & Canada Sales, Customer Success, and Customer Solutions Engineering teams (5–7 direct reports) • Develop and execute the commercial strategy for the region, aligned with global goals • Build and strengthen our channel partner network, from recruitment to enablement to long-term success • Hire top talent and build a team culture based on accountability, trust, and shared success • Support the team in the field with strategic deals, partner development, and customer relationships • Use data to drive decisions, leveraging HubSpot and other tools to track pipeline, performance, and partner health • Collaborate cross-functionally with Marketing, Product, and Operations to localize our go-to-market approach • Represent Wingtra at key industry events and meetings across the region • Act as a regional ambassador for our brand, values, and vision
Vice President, Customer Success
VaricentIndustry-Leading Sales Performance Management Software for Growth Market and Enterprise Organizations.
Role Description We’re looking for a Vice President of Customer Success to lead our Customer Success Manager (CSM) and Technical Account Manager (TAM) teams across Growth, Enterprise, and Strategic customer segments in the Americas and EMEA. This is a high-impact leadership role driving customer outcomes, adoption, renewals, and expansion opportunities while representing the voice of the customer across the organization. You’ll partner closely with Product, Engineering, Sales, Renewals, Services, and Support teams to ensure every customer gets maximum value from our platform. If you’re passionate about customer advocacy, building world-class teams, and driving revenue growth, this is your opportunity to make a measurable impact. What You Will Do - Drive Customer Success Outcomes - Hold steady renewal rates and reduce down sell & churn - Expand revenue in accounts through new products and expansion opportunities - Influence future lifetime value through higher product adoption, customer engagement and overall customer health scores with constant identification of where the risks are within the customer base - Ensure Success Planning Workshops proceed for all appropriate Customers and drive execution to the resulting Customer Success Plans - Expand customer advocacy and referenceable customers - Tailor CS programs to meet the needs of customers at various stages in the customer journey and different segmentation needs - Prescriptively guide customers towards proven / recommended approaches to satisfying their business needs - Address escalated client issues with speed and urgency, orchestrating resources across the company as appropriate and enforce the creation and management of “get well plans” - Travel to client sites domestically or internationally - Measure Effectiveness of Customer Success - Define and manage operational OKRs (Objectives & Key Results) for team in support of the Company’s objectives and enforce the roll down of these KRs for CS members within Lattice - Track and report metrics and measures of business performance and customer health; product use, NRR, Churn, Upsell - Recruit, develop and lead world-class customer success team - Attract high potential individual contributors and leaders into team - Refine onboarding process for new team members - Share knowledge within team, based on experience and lessons learned - Encourage continuous learning within team, developing a team of next generation leaders - Drive continual knowledge improvement for emerging product offerings and feature/function to assure optimum customer success - Collaborate Across Company to drive Customer Success - Influence company-wide culture of Customer Success - Drive company-wide customer success processes and metrics - Work closely with the sales to align on customer strategies, renewal forecasting, and account opportunities - Partner with product to ensure customers are informed of latest features and functionality and advocate internally for additional product enhancements based on customer needs - Align with Renewal Team around measurement and forecasting Success Outcomes - 1-3 Months: - Build strong relationships with CSM and TAM leaders in Americas and EMEA; assess team structure, talent, and coverage models. - Conduct a baseline review of customer health, renewal rates, churn, NRR, and upsell/cross-sell metrics; identify key risks in the current portfolio. - Review and refine Customer Success Planning Workshop framework to ensure consistent execution across segments. - Establish operational OKRs for the CS team aligned to company objectives; input them into Lattice for tracking. - Meet with top 10–15 strategic customer executives to introduce yourself, establish credibility, and understand their goals and challenges. - Partner with Sales, Product, and Renewals leadership to define account ownership, handoff processes, and alignment on renewal forecasting. - 4-6 Months: - Deliver measurable improvements in customer health scores across Growth, Enterprise, and Strategic accounts through structured success planning and proactive risk management. - Implement refined CS programs tailored by customer journey stage and segmentation; track adoption and satisfaction trends. - Reduce escalations by introducing “get well” playbooks and driving urgency in resolution processes. - Achieve measurable progress in renewal forecast accuracy and reduce churn in at-risk segments. - Demonstrate impact on NRR through early-stage expansion opportunities in at least 15–20% of Enterprise/Strategic accounts. - Strengthen team capabilities: new hires onboarded successfully, career development plans implemented, and training on emerging product features rolled out. - 7 Months & beyond: - Deliver year-over-year improvement in renewal rates, NRR, and churn reduction aligned to board-level goals. - Establish Varicent as a trusted partner with key customers: grow referenceable accounts and expand executive-level advocacy. - Operationalize a repeatable CS operating model across regions, ensuring consistent processes for onboarding, adoption, renewals, and expansion. - Embed customer feedback loops into Product, Engineering, and Services to influence roadmap and enhance customer outcomes. - Mature internal reporting on customer health, churn, and upsell; leverage insights for predictive risk management and executive decision-making. - Develop a succession pipeline of next-generation CS leaders, demonstrating strong leadership bench strength. - Influence company-wide adoption of customer-first culture, with CS metrics integrated into executive dashboards and company-wide decision-making. Qualifications - 12+ years' experience in Go-To-Market leadership positions within technology or SaaS organizations, with at least 5 years in Customer Success - 5-7 years of experience managing managers, directors, and senior leaders - Proven experience leading teams who drive growth within existing accounts through new and expansion sales, exceptional retention rates and customer engagement and advocacy - Proven ability to develop strategies, translate them into initiatives and track successful delivery - Ability to communicate effectively across internal departments and external stakeholders - Results focused with ability to drive both activity and outcome metrics - Proven record of accomplishment working closely with Product, Services and Support teams - Strong empathy for customers AND passion for revenue and growth - Enthusiastic and creative leader with the ability to inspire others - Strong executive presence and business communication skills (multilingual is a plus) - Relevant Bachelor’s degree Benefits - Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. - All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. - If you require accommodation at any time during the recruitment process please email accomodations@varicent.com - Varicent is also committed to compliance with all fair employment practices regarding citizenship and immigration status.



