Customer Success Manager Remote Jobs in Massachusetts (US)
This page tracks remote customer success manager openings that are location-eligible for Massachusetts.
This page tracks remote customer success manager openings that are location-eligible for Massachusetts.
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Volaris acquires, strengthens and grows software companies, enabling them to be clear leaders within their market.
• Own strategic customer relationships • You will serve as the named CSM for a portfolio of key (Case Management Software) accounts, building deep relationships with administrators, end users, and executive stakeholders • You will run regular touchpoints, quarterly business reviews, and success planning sessions to keep customers aligned, engaged, and growing • Drive expansion and growth of our solutions • You will proactively identify opportunities for customers to expand their use of our products — whether through additional features, modules, or seats — and work closely with Sales to move those opportunities forward • Manage customer health in a CRM • You will maintain accurate, up-to-date account data, act on automated health alerts and trigger plays, and use the platform to stay ahead of risk and opportunity across your book of business and beyond • Serve as the voice of the customer internally • You will bring customer feedback, feature requests, and sentiment into product and leadership conversations • You will help shape how we build, prioritize, and communicate with customers
Certinia is an industry-leading computer software services provider that specializes in creating cloud-based applications for Salesforce, the leading enterprise resource planning (
Title: Senior Customer Success Manager Location: Austin United States Job Description: Senior Customer Success Manager Remote in the US WHO WE ARE Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions-delivered on Salesforce's leading cloud platform-provide services businesses with the intelligence and agility to deliver high-quality services, elevate customer experiences and accelerate growth. Headquartered in Austin Texas, with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com. THE ROLE We're looking for a motivated and experienced Senior Customer Success Manager (CSM) to join our growing team. In this role, you'll be a trusted advisor to a portfolio of Certinia customers, and will leverage product expertise to proactively connect customer business outcomes to Certinia's product capabilities, ensuring tangible value is realized. You'll be a critical part of their success, helping them adopt our products, navigate challenges, and expand their use of our platform. WHAT YOU WILL DO IN THIS ROLE - Drive Customer Adoption and Value: You'll be responsible for executing our customer success playbooks, from onboarding to regular check-ins. You'll create and manage Success Plans that guide customers to adopt key features and best practices, confirming that they are achieving their desired business outcomes and value from our products. - Provide Expert Guidance: Act as a functional expert, offering guidance on standard configurations and leading practices. You'll answer basic "how-to" questions and troubleshoot common user issues, ensuring a smooth and effective user experience. - Manage Customer Health and Risk: Proactively monitor customer health indicators and engagement patterns to identify and mitigate churn risks. You'll report any red flags to management and collaborate with internal teams to address potential issues. - Build and Nurture Relationships: You will develop and maintain strong relationships with key stakeholders across your accounts, building trust and fostering a sense of advocacy for Certinia. - Collaborate on Account Strategy: Work closely with the Account Executive to co-develop and execute account plan items focused on adoption and value attainment. You'll also support the sales and professional services teams on opportunities for expansion. WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE - Proven Experience in Customer Success: You should have a track record of successfully managing a portfolio of enterprise customers with a book of business of around 10 million ARR in a SaaS environment. - Strong Technical and Product Acumen: You can quickly learn and understand new technology. You're comfortable providing functional guidance and troubleshooting common issues. - Excellent Communication and Relationship Skills: You are a natural at building rapport and trust with customers. You can clearly and effectively communicate complex information, manage difficult conversations, and maintain a positive relationship even during high-stress situations. - Proactive and Strategic Thinking: You don't just react to problems; you anticipate them. You can identify risks and opportunities within an account and take action to address them. - Collaboration and Teamwork: You're a team player who can work effectively with internal teams across Sales, Professional Services, and Support to ensure a seamless customer experience. WHAT ELSE WOULD BE GREAT - Experience with Certinia products. or a strong understanding of professional services automation (PSA), enterprise resource planning (ERP), or customer relationship management (CRM) software. - Experience working in a fast-paced, high-growth environment. - Experience working with Salesforce and the Salesforce ecosystem. The reasonably expected base salary range for this full-time position is $110,000 - $190,000 full OTE (80/20 split) Please note that the final offer will be determined by a variety of factors, including the candidate's relevant experience, skills, and qualifications, as well as internal equity and market data. In addition to a competitive base salary, Certinia offers: - Holistic Wellness Program: Monthly wellness stipends to use toward gym memberships, mental health resources, or fitness equipment, alongside access to premium wellness apps. - Flexible Work Environment: We support work-life balance through a variety of remote, hybrid and flexible scheduling options for many roles. - Industry-Leading Parental Leave: Generous fully-paid parental leave for birthing and non-birthing parents to support your family's newest additions. - Comprehensive Coverage: Premium medical, dental, and vision insurance, a 401(k) with a competitive company match, and generous paid time off (PTO) plus observed company holidays. - Growth & Development: A commitment to your professional evolution through internal workshops, skill-building initiatives, and supported learning paths.
@Orchard is an equal opportunity employer. We encourage all qualified candidates to apply, regardless of race, gender, age, disability, or other protected characteristics.
Title: Agent Success Associate Location: Phoenix United States Job Description: About Orchard Orchard's mission is to make home buying and selling, stress free, fair and simple. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents. Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 600+ real estate agents. We have financing from top-tier investors including Revolution Growth, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work. About the Role At Orchard, Agent Success Associates play a crucial role in ensuring the success of our agents. We are dedicated to supporting both current agents and new recruits through effective onboarding and ongoing assistance. Our dynamic team collaborates with Training and Product teams to manage systems and processes aimed at achieving agent excellence. This is a full-time remote position reporting to the Senior Manager of Transaction Operations. The role requires a strong commitment to customer service and availability to work Central Time hours from 8:00 AM-5:00 PM CST, including one Saturday per month. What You'll Do Here: - Monitor and manage Agent Workflow requests by updating Orchard systems and escalating issues to cross-functional teams. - Oversee questions and requests on various Slack channels, ensuring prompt and effective responses. - Assess agent readiness by facilitating Listing presentation tests and delivering constructive feedback. - Set up agents in multiple systems and track their compliance to qualify for leads. - Assisting onboarding agents with their first 4 leads - Monitoring and managing Orchard's social media accounts - Facilitate pre-onboarding communications - Provide 1:1 support to onboarding agents, assisting them with technological issues and general inquiries. We'd Love to Hear from you if you Have: - 2-3 years of relevant work experience in operations or support - Proficient in Click up, Slack and a CRM tool (preferably Follow Up Boss) - Excellent communication and collaboration skills - Ability to multitask and prioritize effectively in a fast-paced environment. - Professional demeanor and ability to foster positive interactions with internal and external stakeholders. Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.
Columbia Southern University (CSU) was established in 1993 as one of the first completely online universities in the United States. Founded to meet the needs of students for whom a
Title: Part Time Faculty - Economics Location: Remote - USA Job Description: Columbia Southern University Job Title: Part-Time Faculty Department: College of Business and Technology Reports to: Academic Program Director and Lead Faculty FLSA: Exempt Hours: As necessary to meet teaching guidelines Location: This is an off-campus remote position that requires checking classes and attending to students in the evening and on weekends. Last Updated: September 6, 2023 Job Summary Part-time faculty provide teaching and instruction to Columbia Southern University students and collaborates with other faculty to promote an engaging learning environment. In addition to the teaching responsibility, part-time faculty serve as subject matter experts within their assigned discipline. Essential Job Tasks Additional duties may be assigned. - Teaches undergraduate and/or graduate courses within the qualified discipline, to include the following: - Records and posts a welcome video and transcript. - Communicates with students to encourage engagement and course completion. - Conducts weekly outreach to students struggling in the course. - Participates in the classroom a minimum of four separate days during the week. - Responds to student email inquiries in a timely manner (48 hours) utilizing the university’s assigned email account. - Facilitates discussion boards. - Reviews student submissions and provides relevant, substantive, and value-added feedback in a timely manner through the Blackboard Learning Management System. Feedback should explain point deduction/loss per the rubric. - Hosts a minimum of two live lectures throughout the course. Live lectures must be scheduled within the following times during units II and VI: - Monday – Friday: Between 5 pm – 9 pm CST - Saturday or Sunday: Between 9 am – 9 pm CST - Serves as course content expert to assist with curriculum maintenance and reviews individual courses for rigor and currency. - Resolves academic integrity concerns, grade inflation, and grade challenges in a timely manner. - Participates in faculty development opportunities and annual university mandatory trainings. - Other responsibilities and projects as assigned by the Academic Program Director and lead faculty. - May have the opportunity to serve as a Course Writer for an additional stipend. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge, Skills, & Abilities - English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. - Academic Processes - Knowledge of university guidelines, course descriptions, and academic terminology. - Clerical - Knowledge of office administrative procedures including word processing, managing files and records, typing, and other office procedures. - Computer - Knowledge of basic computer processes including word processing, web browsing, and Microsoft Office including Basic Microsoft Excel. - Mathematics - Knowledge of basic mathematics. Skills - Critical Thinking - Uses logic and reasoning to look at different types of information in order to make conclusions and work through problems. - Reading Comprehension - Understanding written sentences and paragraphs in work related documents. - Research - Locates key facts and information in order to learn more about different types of information. - Interpersonal Skills - Communicates and interacts with people effectively while being aware of social perceptions. - Time Management - Manages one’s own time to accomplish assigned tasks. - Attention to Detail - Thoroughness and accuracy when accomplishing a task ensuring all aspects are reviewed. Abilities - Written Comprehension - The ability to read and understand information and ideas presented in writing. - Written Expression - The ability to communicate information and ideas in writing so others will understand. - Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. - Oral Expression - The ability to communicate information and ideas in speaking so others will understand. - Selective Attention (Vigilance) - The ability to concentrate on a task over a period of time without being distracted. Education and/or Experience Faculty Teaching Undergraduate and/or Certificate Courses should (Course Numbers 1000 – 4000) - Possess a terminal degree or master’s degree in the teaching discipline or in a closely related discipline from an accredited program/college/university or… - Possess a terminal degree or master’s degree in any field with a minimum of 18 graduate semester credit hours in the teaching discipline or in a closely related discipline from an accredited program/college/university or… - Possess the highest degree in the teaching discipline/field with a certification or license and a minimum of two years’ experience in the teaching discipline/field - Possess experience teaching at the college/university level (preferred) Faculty Teaching Graduate Courses (Course Numbers ≥ 5000) - Possess a terminal degree in the teaching discipline or in a closely related discipline from an accredited program/college/university or… - Possess a terminal degree in any field with a minimum of 18 graduate semester credit hours in the teaching discipline or in a closely related discipline from an accredited program/college/university or… - Possess the highest degree in the teaching discipline/field with a certification or license and a minimum of five years’ experience in the teaching discipline/field - Possess experience teaching at the college/university level (preferred) *If a faculty does not meet the above credentialing requirements, an alternative justification requires approval from the College Dean and Provost. Equipment Required Instructors are required to provide their own equipment. This includes: - Computer, telephone, and a printer with a scanner. - Microsoft Word, Excel, Outlook, Blackboard, and internal database software - Secure and reliable internet access with sufficient speed/bandwidth to perform job responsibilities is required. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Supervisory Responsibilities This job has no supervisory responsibilities. Pay Transparency Statement In accordance with applicable state and local pay transparency laws, applicants who reside in a jurisdiction with designated pay transparency requirements and for whom this position is available on a remote basis may be entitled to receive additional information regarding the compensation range and benefits associated with this role. Such information will be provided upon request, as required by law.
A nationally accredited nursing school named after Florence Nightingale—"the founder of modern nursing"—Nightingale College was founded by CEO and registered nurse Mikhail Shne
Learner Success Strategist I Remote Position Summary: The Strategist I, Learner Success is a full-time remote position with set working hours of 10:00am – 6:00pm MST. The Strategist, Learner Success supports learners' program progression by providing strategies on overcoming barriers to completion, including interventions, as appropriate, for life challenges that arise and can create barriers to successful engagement with coursework. The Learner Success Strategist will create a culture of trust and connectedness across the College community to promote well-being and success for learners and alumni with learner retention, completion, and satisfaction as primary goals. Role and Responsibilities: - Serve as the Learner Success Strategist for their assigned caseload (may vary with changing function needs). - Monitors the At-Risk report to provide additional support to learners who fall beneath prescribed benchmarks. - Collaborates with local communities and organizations, including government agencies, to develop a pool of resources that align and coordinate various services for learners. - Acts as a liaison between functions to assist learners in connecting with the academic and non-academic supports needed to thrive inside and outside the classroom. - Using a strategic and consultative coaching approach, asks high-impact questions to understand the learner’s top performance challenges (academic or personal), identify their root cause, co-create solutions, and implement a custom success plan designed to improve performance and help learners reach their short-term/long-term academic, personal, and professional goals. - Accurately documents interactions with learners and demonstrates consistent follow-through and supportive engagement with resolving learner barriers. - Evaluates and refines procedures or devises new ways to improve efficacy. - Engages with all assigned learners each semester and provides coaching on goal setting, academic success skills, and utilizing appropriate academic resources. - Challenges and supports learners in their personal and academic growth and development throughout their time at Nightingale College. - Participates in the Learner Success Series to support engagement of the program. - Participates in the successful implementation of functional projects as they arise. Qualifications and Education Requirements: - A Master’s Degree from an accredited institution is required, area of expertise in counseling, social work, higher education, psychology, or other human services-related field is required. - Demonstrated proficiency in the use of Microsoft Office Suite is required. - Demonstrated experience in higher education, counseling, or social work preferred. - Demonstrated experience in documentation of case management is preferred. Budgeted Hiring Range $56,000 - $60,000 USD All new hires are required to attend New Collaborator Orientation (NCO) in Salt Lake City, Utah. The College will cover travel, lodging, and other accommodations. Nightingale’s commitment to diversity and inclusion is reflected both in our learners and collaborators because we believe the best outcomes for learners from underserved and diverse populations are achieved through collaborators with similar backgrounds and cultures. Nightingale Education Group is an equal opportunity employer. Our Mission (not just words on the wall, we live it, love it, and daily contribute to it): With the primary focus on higher learning in healthcare professions, Nightingale Education Group contributes to elevating education, health, and employment systems through facilitation of academic achievement, personal growth, and professional development of its learners, alumni, and collaborators, while serving diverse communities. At Nightingale Education Group, our Innovative Education model helps transform rural health landscapes through our blended-distance learning platform. Every person involved with Nightingale Education Group helps to change the lives of our learners, our communities, and ultimately the world by adding to the quality of healthcare. We are proud to have graduated nearly 5,000 nurses serving communities in need. We are serious about our outcomes and have a little bit of fun getting there. The professional and personal development of our learners and our collaborators is our company’s foundation. Not only do we develop strategies that promote a positive work-life integration, but we also create an environment that invites you to become an expert in your field, be it through higher education or professional development. Put simply, we elevate employment, elevate health, and elevate education. We’re so happy that you’ve found us! Employment is contingent upon successful completion of a background check and drug screen.
• Work with a team of Customer Success Managers (CSMs) on areas like: • Understanding customer goals and workflows to drive outcomes and long-term value • Serving as a trusted advisor on QA and automated testing best practices • Creating and execute success plans that clearly link product usage to business impact • Building and maintaining alignment with technical and executive stakeholders • Identifying risks early, handle objections, and manage escalations with clarity and urgency • Collaborating with sales, product, and engineering to share feedback and improve the customer experience • Delivering against targets for Net and Gross Dollar Retention (NDR/GDR)
Hopes Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with top global travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Role Description We are currently expanding our remote customer experience division and are looking for motivated individuals who enjoy helping clients and delivering exceptional service. As a Travel Customer Success Representative, you will assist with travel coordination, reservation support, and client communication while helping ensure a seamless planning experience. This role is a strong fit for individuals who are detail-oriented, adaptable, and comfortable working independently in a remote environment. No prior experience in the travel industry is necessary, as training and support are provided. - Guide clients through various stages of the travel planning and booking process - Research travel options including hotels, cruises, resorts, flights, and vacation packages using approved booking platforms - Review reservation details carefully to help maintain accurate itineraries and travel records - Provide clients with useful information and recommendations based on their travel goals and budget preferences - Communicate professionally through email, phone calls, and digital messaging platforms - Assist with itinerary revisions, booking updates, and customer service requests - Keep client profiles, booking confirmations, and documentation organized and up to date - Attend virtual training sessions, team meetings, and educational workshops Qualifications - Strong communication and interpersonal skills - Ability to multitask and remain organized in a remote setting - Comfortable working with computers and online communication tools - Reliable internet access required - Self-motivated with strong attention to detail - Must be at least 18 years old - Must be legally authorized to work in the United States, United Kingdom, Mexico, Australia, or Spain Benefits - Remote work flexibility - Self-paced scheduling opportunities - Training and onboarding assistance - Access to supplier incentives, travel discounts, and industry perks - Collaborative and supportive team environment - Growth opportunities and continued skill development
• Owning and managing assigned health plan accounts, serving as the primary point of contact for customer success and relationship management. • Building strong, trusted relationships with client stakeholders, including navigating difficult conversations and escalations with professionalism and tact. • Coordinating cross‑functionally with Engineering, Product, Technical Account Management, and other internal teams to shepherd issues through resolution. • Tracking and managing complex client issues, ensuring accountability, progress, and timely outcomes even when direct ownership sits with another team. • Driving customer satisfaction, retention, and long‑term success by proactively identifying risks and opportunities within assigned accounts. • Identifying opportunities to expand value and protect recurring revenue, partnering with internal teams as needed (non‑quota carrying). • Representing the customer internally and ensuring alignment between client needs and organizational priorities.
Grammarly is now part of Superhuman, the AI productivity platform on a mission to unlock the superhuman potential in everyone. The Superhuman suite of apps and agents brings AI wherever people work, integrating with over 1 million applications and websites. The company’s products include Grammarly’s writing assistance, Coda’s collaborative workspaces, Mail’s inbox management, and Go, the proactive AI assistant that understands context and delivers help automatically. Founded in 2009, Superhuman empowers over 40 million people, 50,000 organizations, and 3,000 educational institutions worldwide to eliminate busywork and focus on what matters. Learn more at superhuman.com.
Superhuman offers a dynamic hybrid model, and candidates in this role can be based remotely. You may be expected to travel to meet in person during your team’s scheduled collaboration weeks. Managers will determine in-person time according to business needs. About SuperhumanGrammarly is now part of Superhuman, the AI productivity platform on a mission to unlock the superhuman potential in everyone. The Superhuman suite of apps and agents brings AI wherever people work, integrating with over 1 million applications and websites. The company’s products include Grammarly’s writing assistance, Coda’s collaborative workspaces, Mail’s inbox management, and Go, the proactive AI assistant that understands context and delivers help automatically. Founded in 2009, Superhuman empowers over 40 million people, 50,000 organizations, and 3,000 educational institutions worldwide to eliminate busywork and focus on what matters. Learn more at superhuman.com and about our values here. The OpportunityAs a CS Operations Manager, Renewals Programs, you will own the end-to-end operational infrastructure behind Superhuman’s renewal motion. You will design the programs, processes, and tooling that make renewals consistent, measurable, and scalable across every segment of our business. This is a generalist CS Operations Manager role with renewals as your primary and immediate area of ownership. You will be expected to own your own tool configuration and bring the operational self-sufficiency to execute without a systems team behind you. In this role, you will: - Build and own the auto-renew program for eligible accounts: eligibility criteria by segment, workflow configuration, exception handling, and ongoing monitoring - Design, configure, and iterate on renewal email cadences in Outreach: timing logic, segment-specific messaging, and performance tracking in coordination with Lifecycle Marketing - Define and operationalize segment-specific renewal strategies across SMB, CMM, and ENT: escalation thresholds, CSM involvement triggers, and differentiated renewal motions by account type - Own partner renewal operations: process design, accountability tracking, and exception management for channel partner renewal flows - Maintain the renewal playbook, escalation paths, and exception decision framework across all segments - Support renewal forecasting accuracy in partnership with CS Analytics: close date hygiene, renewal category field maintenance, and pipeline data quality - Act as the primary CS Ops point of contact for renewal-related work across Sales, Lifecycle Marketing, Finance, and the GTM tools team Qualifications - Has 4+ years of experience in go-to-market operations, with a strong preference for customer success or renewals-focused roles - Has hands-on experience designing and running operational programs in a SaaS environment, not just supporting them - Has experience with Outreach, Salesforce, and at least one CS platform (Hook, Gainsight, ChurnZero, or similar); comfortable building and configuring tools directly without a systems team behind them - Has experience with renewal or lifecycle program management: auto-renew logic, segment-specific playbooks, partner renewal flows, or similar - Has strong process design instincts: can look at an informal, person-dependent motion and turn it into a documented, repeatable system - Has a data-driven mindset: uses renewal rate data, pipeline accuracy metrics, and program performance signals to iterate and improve - Has the ability to work cross-functionally and communicate clearly with CS leadership, Finance, and RevOps stakeholders - Has strong project management and prioritization skills: comfortable managing multiple workstreams simultaneously in a fast-moving environment - Has a demonstrated ability to work independently with minimal guidance, proactively manages tasks and priorities across multiple projects, analyzes and executes work efficiently, collaborates effectively with cross-functional teams, and thrives in fast-paced, results-driven environments. Compensation and BenefitsSuperhuman offers all team members competitive pay along with a benefits package encompassing the following and more: - Excellent health care (including a wide range of medical, dental, vision, mental health, and fertility benefits) - Disability and life insurance options - 401(k) and RRSP matching - Paid parental leave - 20 days of paid time off per year, 12 days of paid holidays per year, two floating holidays per year, and flexible sick time - Generous stipends (including those for caregiving, pet care, wellness, your home office, and more) - Annual professional development budget and opportunities Superhuman takes a market-based approach to compensation, so base pay may vary by location. Our US locations are categorized into two compensation zones based on proximity to our hub locations. Base pay may vary considerably depending on job-related knowledge, skills, and experience. The expected salary ranges for this position are outlined by compensation zone and may be modified in the future. We encourage you to applyAt Superhuman, we value our differences, and we encourage all to apply—especially those whose identities are traditionally underrepresented in tech organizations. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, ancestry, national origin, citizenship, age, marital status, veteran status, disability status, political belief, or any other characteristic protected by law. Superhuman is an equal opportunity employer and a participant in the US federal E-Verify program (US). We also abide by the Employment Equity Act (Canada).
Since 1951, AO has proudly served working-class families by providing life, accident, and supplemental health products to members of labor unions, credit unions, associations, and their families. Our success is built on trust, service, and long-term relationships—and we continue to grow with purpose. Over 20% growth last year, even during challenging economic conditions Stability and long-term demand Serve clients across the U.S. and Canada
Role Description Are you looking for a career that combines personal fulfillment, professional growth, and the opportunity to make a meaningful impact on families’ futures? AO provides industry-leading financial and benefit services that help working families protect what matters most and build long-term financial security. No prior experience? No problem. We provide comprehensive training, mentorship, and ongoing support to help you succeed in a fully remote environment. Since 2020, our operations have been 100% virtual, giving our team the flexibility to work from anywhere while building rewarding long-term careers. If you’re motivated, people-focused, and eager to grow professionally, this could be the opportunity you’ve been looking for. Qualifications - Passion for helping others and making a positive impact - Strong communication and interpersonal skills - Self-motivation and goal-oriented mindset - Adaptability and willingness to learn continuously - Ability to work independently while collaborating remotely - Professionalism, reliability, and positive attitude - No prior industry experience is required. We value coachability, consistency, and a desire to grow. Requirements - Engage Virtually with Clients - Meet with clients through phone and Zoom consultations to better understand their goals and provide personalized benefit solutions. - Master Benefit & Financial Solutions - Learn financial protection strategies and insurance products that help clients make informed decisions about their future. - Build Long-Term Relationships - Develop trust and loyalty through consistent communication, follow-up, and exceptional customer service. - Continue Learning & Growing - Participate in ongoing virtual training sessions designed to strengthen your communication, leadership, and professional skills. - Collaborate Remotely - Work alongside a positive, motivated remote team where collaboration, mentorship, and growth drive success. Benefits - Work From Anywhere Flexibility - Enjoy the freedom of working remotely while creating a schedule that supports your lifestyle and goals. - Comprehensive Training Provided - No prior experience required. We provide full training, mentorship, and leadership development opportunities. - Positive Team Environment - Collaborate with a motivated, energetic, and growth-focused remote team. - Career Advancement Opportunities - Access clear pathways into leadership and management roles based on performance and development. - Weekly Pay + Performance Bonuses - Earn reliable weekly income with opportunities for additional incentives and advancement. - Comprehensive Benefits - Medical reimbursement program available after 90 days - Company-supported life insurance coverage - Leadership and professional development opportunities - Residual Income Opportunities - Build long-term income through renewals and ongoing client relationships. - Incentive Trips & Recognition - Top performers may qualify for all-expenses-paid trips, leadership events, and recognition programs. Key Responsibilities - Communicate with clients through phone and Zoom consultations - Respond to inquiries and schedule virtual appointments - Present and explain insurance products and benefit options professionally - Assist clients through application and enrollment processes - Build strong long-term client relationships through communication and follow-up - Participate in optional training and ongoing development sessions Company Description Ready to Make a Lasting Impact? If you’re looking for a meaningful remote career where you can grow professionally, help families, and build long-term success, we encourage you to apply today. Start building a future with flexibility, purpose, and unlimited potential at AO.
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