Top Remote Financial Services Customer Success & Experience Jobs in New York City, NY

The Conference Producer will manage relationships, secure industry speakers and attendees, and oversee event logistics including registration and materials.

The Business Development Specialist generates new business in the insurance industry by analyzing accounts, maintaining client relationships, and collaborating with marketing teams.

The Customer Activation Manager ensures quick onboarding of new clients, drives revenue, troubleshoots with customers, and collaborates with product teams to refine customer experience.

The Customer Experience Director oversees customer service operations, ensuring quality interactions, guiding the service team, and implementing strategies for customer satisfaction and retention.

The Customer Success Manager will oversee post-sales processes, ensure customer onboarding and adoption, drive renewals, and manage account expansion. Responsibilities include developing success plans, monitoring customer health, and collaborating with cross-functional teams to enhance customer experience.

The role involves managing client relationships, providing account services, assisting with requests, and ensuring a smooth client experience in a financial setting.

As a Credit Risk Manager, you will underwrite and manage credit risks for commercial customers in the US, optimize processes, and enhance decision-making engines.

The Customer Success Manager will manage a portfolio of mid-size customers, ensuring satisfaction and driving retention through proactive engagement, onboarding, and tailored strategies for success.

As a Remote Sales Representative, you will assist customers in choosing insurance policies, respond to inbound inquiries, and provide problem-solving support while educating clients on coverage and pricing.

The Solutions Engineer role involves customer interactions, API integrations, technical support, and collaboration with teams to enhance the developer experience in a fast-paced environment.