Role Description Join our fully remote team and enjoy the freedom to design your own schedule, achieve professional success, and make a lasting difference in people’s lives. - Client Engagement: Assist new and existing clients with product inquiries, policy options, and coverage details. - Customized Solutions: Provide personalized recommendations based on client needs and eligibility. - Ongoing Learning: Stay up to date on industry trends, product updates, and compliance standards through regular training. - Team Collaboration: Contribute to a supportive, success-oriented remote team environment. - Relationship Building: Maintain meaningful, long-term relationships with clients through consistent follow-up and service excellence. Qualifications - Strong communication and interpersonal skills. - Adaptable and open to continuous learning. - Comfortable working independently while collaborating effectively with a team. - Goal-oriented with a strong drive for success. - Professional, reliable, and organized with excellent follow-through. Requirements - 100% Remote: Work from anywhere in the U.S. – no commute, no limits. - Flexible Hours: Create your own schedule for true work-life balance. - Weekly Pay: Earn a competitive income with weekly pay for your dedication and results. - Continuous Training: Participate in professional development sessions led by top industry leaders. - Comprehensive Benefits: Includes life insurance coverage, renewals, and health insurance reimbursement after 3 months. - Advanced Tools & Resources: Access cutting-edge systems and technology to streamline your workflow and deliver exceptional service. Benefits - Personalized Schedule: Work when and where you’re most productive. - Healthy Work-Life Balance: Pursue your career goals without sacrificing family or personal time. - Supportive Community: Join a positive, growth-focused team that values balance, wellness, and success. Company Description If you’re a motivated, people-focused professional ready to make a difference from the comfort of your home, apply today to become a Virtual Insurance Specialist! We’ll support your growth every step of the way with training, mentorship, and a community built for success. Note: All interviews will be conducted via Zoom video conferencing for your convenience and safety.

Role Description Our Sr. Customer Success Manager is a member of the Account Management Team. This is a consultative sales and Enterprise level account management position to grow revenue in the most strategic accounts through sales of First Advantage products and solutions within a small number of named accounts under the Industrial Vertical. It is anticipated that you will ensure and grow this revenue stream via the development and ongoing maintenance of a strategic account plan and the definition of the strategic deployment of resources required to drive the penetration of FA solutions through the enterprise within your assigned accounts, and to maintain the base revenue that is already present in those accounts. Coordinates with client, operations management, and technology to ensure service levels are being maintained. This role is 100% work from home. Individual must be authorized and working from the United States. Responsibilities - Program Management - Develop clear and thorough sales account plans detailing all relevant information about customers, their industries, and their specific RISK history. - Track revenue trends and sales opportunities and analyze competitive threats. - Meet or exceed monthly and annual revenue objectives within a defined list of named accounts. - Identify additional products or solutions FA can provide. - Identify required cross-functional resources needed to maximize revenue opportunities and penetrate market with FA products and solutions. - Clearly demonstrate understanding of First Advantage pricing, administrative procedures, and organization to effectively articulate First Advantage benefits. - Maintain a current understanding of First Advantage competitor’s offerings. - Prepare and deliver quarterly and annual client business reviews. - Document and manage all action/project plans for assigned client base. - Analyze trends and make recommendations on potential changes to customer programs. - Intervene as required to ensure customer satisfaction. - Provide solutions to business problems analyzing root causes to issues and bring resolution to the issues. - Update and maintain knowledge of all aspects of customers’ background screening and/or occupational health programs. - Constantly seek, share, and implement best practices. - Establish and maintain excellent customer relationships at all levels to provide superior service and solutions. - Manage customers with clear communication and needs analysis. - Provide internal leadership in a heavily matrixed environment managing several cross-functional resources. - Partner with internal account team to review program performance. - Administrative - Manage customer contractual documentation to include MSAs, Schedule As, Statements of Work, SLAs, and SOPs. - Manage contract renewals and proposal responses to RFPs. - Develop and deliver unsolicited renewal proposals with clearly articulated value propositions to the customers. - Manage monitoring and reporting programs for customers. - Perform other duties as assigned. Qualifications - Bachelor's Degree, or equivalent work experience. - 3+ years proven experience and track record in sales account management, managing complex solutions and products for strategic National and or Global accounts with C-level relationship experience. - Proficiency with MS Office applications including Word, PowerPoint, and Excel. - Strong oral and written communication, and interpersonal skills. - Outstanding multi-tasking and time-management abilities. - Excellent organizational, analytical, problem analysis and problem-solving skills. - Demonstrated networking capabilities, exhibiting a professional demeanor and business maturity. Requirements - 2 years of virtual work experience (preferred). - Work experience in professional account management and sales environment is desirable. - Ability to work 40-50 hour work week with additional hours as customers, situations, and projects require. - Located in Eastern or Central time zones. Benefits - Ability to work remotely with occasional business travel. - Medical, Vision, Dental, and supplementary benefit plans. - 401k with an employer match, and an Employee Stock Purchase Plan (ESPP). - Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays. - Access to tech and growth opportunities, and leaders who want you to succeed!

Role Overview We are looking for a Senior Customer Success Manager to own and grow relationships with our Large Enterprise clients. This role is highly strategic and relationship-driven, focused on helping large CPA firms and enterprise customers successfully adopt Crunchafi’s products while identifying opportunities for growth, expansion, and deeper partnership. You’ll work closely with an Account Executive, managing account health, renewals, expansions, and long-term success across a complex book of business. What You’ll Do - Own post-sale relationships for a portfolio of Large Enterprise accounts, including top-tier CPA firms - Serve as a trusted advisor to partners, senior managers, and operational leaders at client firms - Drive adoption and usage across Crunchafi products, including Lease Accounting and Data Extraction - Lead strategic account planning, including renewal preparation, expansion identification, and risk mitigation - Partner closely with AEs to support renewals, upsells, cross-sells, and net-new expansion opportunities - Conduct regular business reviews and executive-level conversations - Coordinate onboarding, training, and enablement across multiple service lines and stakeholders - Identify early warning signs of risk and proactively address them - Provide client feedback to Product, Sales, and Leadership to influence roadmap and go-to-market strategy What We’re Looking For - 5+ years of experience in Customer Success, Account Management, or similar client-facing roles - Experience working with large, complex, or enterprise customers - Strong understanding of accounting, audit, or advisory workflows; CPA firm experience is a major plus - Comfort navigating senior stakeholders and executive-level conversations - Ability to manage multiple initiatives, priorities, and relationships simultaneously - Strong discovery, communication, and relationship-building skills - Experience partnering with Sales on renewals and expansion efforts - Familiarity with SaaS adoption metrics, health scoring, and account planning Nice to Have - Background in accounting technology, audit software, or fintech - Experience supporting CPA firms or professional services organizations - Exposure to lease accounting standards or audit data workflows - Experience working in a pod-based or shared-ownership sales model Why Crunchafi - Remote work-from-home environment - Competitive salary, health, dental and vision insurance plans - Flexible time off - 401K retirement savings plans for US-based employees, with 3% employer match - Incentive Equity Plan - Professional development opportunities - Dynamic and collaborative work environment with opportunities for growth

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.