Remote Customer Success Manager

Introduction: Championing Customer Happiness, Wherever You Are

Imagine helping millions of people build better financial futures—all from the comfort of your home. As a Remote Customer Success Manager, you won’t just answer questions or resolve issues—you'll build relationships, offer encouragement, and serve as the friendly, trusted guide to our users' journey with financial tools and services. Our culture is rooted in empathy and understanding, and this role offers you the opportunity to help others while growing in a welcoming and collaborative environment.

About the Role: More Than Just Support

In this fully remote role, you will serve as the vital connection linking our users with cross-functional teams. You're not here to solve problems—you're here to empower users, turn feedback into insight, and help create an inclusive and rewarding customer experience. Whether it’s through proactive check-ins or real-time resolution of concerns, your voice will be the voice of calm, support, and progress.

Key Responsibilities

🌿 Build Meaningful Relationships

• Act as the primary point of contact for customer accounts, ensuring they feel heard, understood, and supported.
• Host virtual onboarding sessions to ensure customers start with clarity and confidence.

🚀 Drive Success and Retention

• Monitor engagement metrics and proactively address risks of churn or dissatisfaction.
• Collaborate with product and technology teams to communicate user feedback and advocate for improvements.

🎓 Educate and Empower

• Provide customers with resources, tutorials, and tips to help them get the most from our services.
• Tailor conversations to meet the diverse needs and communication styles of our users.

🔄 Collaborate Across Departments

• Partner closely with sales, product, and support to ensure a seamless, inclusive customer journey.
• Contribute to documentation and process improvements based on honest user feedback.

Work Environment: Inclusive, Remote, Connected

At our core, we believe that everyone deserves a workplace that welcomes them precisely as they are. Our remote-first culture means you can build strong relationships with coworkers and customers alike, from wherever you feel most comfortable. Our team thrives on mutual respect, transparency, and open communication. You'll find diverse team members sharing their stories, participating in virtual meetups, and building community across time zones.

Tools and Technology

You’ll use tools designed to keep communication and collaboration flowing effortlessly. From CRM systems and data dashboards to virtual conferencing tools and AI-powered support platforms, we’ll ensure you’re equipped with the right digital toolkit. Our setup is designed to let you focus on what matters most: meaningful connections.

Qualifications and Skills

Must-Have

• At least 3 years of hands-on experience in client engagement or customer relationship roles, account management, or user engagement
• Proven ability to communicate with warmth, clarity, and professionalism across digital channels
• Demonstrated success working in a remote support role or distributed team setting
• Excellent active listening abilities and a talent for understanding feedback through a lens of empathy and action

Nice-to-Have

• Familiarity with tools like Salesforce, Zendesk, Intercom, or similar
• Experience with diverse teams and/or serving underrepresented communities
• Bilingual or multilingual capabilities are a plus

Growth and Opportunities

Here, your voice matters. Employees frequently contribute to product decisions, take on stretch projects, and even lead culture initiatives across teams. We believe in equal opportunity growth, promoting from within, and helping everyone reach their professional goals. If you’ve ever wanted a job that invests in you as much as you invest in others, you’ll feel right at home.

A Story of Support and Belonging

One of our teammates, Marissa, started as a Customer Success Specialist. Coming from a small town, she initially worried about feeling isolated working remotely. But through virtual hangouts, mentorship programs, and genuine encouragement, she grew into a leadership role within 18 months. Her story is one of many that highlight how we support not just careers, but people.

Salary and Benefits

• Annual Salary: $77,832
• Flexible hours and remote-first work
• Generous paid time off, parental leave, and wellness days
• Health, dental, and vision insurance
• Inclusive resource groups and team retreats
• Ongoing learning and development budget

Ready to Start Your Impactful Journey?

Your next role shouldn’t just be a job—it should be a purpose-driven experience. If you're someone who thrives in an inclusive workplace, is passionate about serving a diverse customer base, and wants to grow alongside a collaborative team, then this is your chance.

🚀 Join Us and Make a Real Difference

Please apply now to help us create a world where everyone feels confident navigating their financial life, one meaningful conversation at a time.