Remote Client Services Manager Jobs
Remote client services manager jobs are open across the U.S. in software, financial services, healthcare technology, and professional services, at companies built on distributed teams, remote-first structures, and subscription-based client models. Employers hiring remotely right now include MBE CPAs, Epiq, and Brown and Caldwell. See the openings below and apply to the ones that match your experience.
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Vimly is hiring a Client Services Specialist to serve as the Tier 2 contact for members, employer groups, brokers and internal teams. You will own nine areas of group administration, from user access to EDI support. You will keep each one accurate and on deadline. This role will report to our Manager, Client Services.
At Vimly, our mission is to simplify the complexities of workforce and benefit administration for our customers and partners. We need team-oriented people who want to do excellent work, grow and enjoy the day while they do it.
YOU WILL OWN NINE AREAS OF GROUP ADMINISTRATION
Each area has a clear start, a deadline and a record in Salesforce. You will work them through cases and log every step so the next person can see what happened.
- User Access - Set up, change and remove Vimly platform access for employer, broker and trust users. Troubleshoot login and permission problems, and answer how-to questions about SIMON features.
- New Groups - Set up new employer groups, including plan setup, SBS tagging and new plan document tagging. Confirm each group is ready before its effective date.
- Renewals - Process renewing groups and rolling renewals. Update plan and rate information, and track every renewal deadline through completion.
- Terms & Reinstatements - Process employer and group terminations, then reinstate groups and members when coverage resumes. Confirm the billing and carrier impact of each change.
- New Group & Renewal Audits - Check each new group and renewal against its source documents. Maintain the audit engine, and correct errors before they reach a carrier or member.
- Broker Management - Keep broker records current, answer producer questions, and support broker commissions and case closing.
- Reporting - Build recurring and ad-hoc reports in Excel and Cleaner Reports. Support ACA reporting and send compliance notices (SAR, Medicare Part D, CMS disclosure, Form M-1).
- Trust Meeting Support - Prepare reports and materials for trust meetings, record action items, and follow up until each one closes. Track deadlines and deliverables for your assigned trusts.
- EDI Support - Start manual carrier loads, review 834 suspensions and reconcile eligibility between SIMON and carriers. EDI (electronic data interchange) 834 files carry enrollment data to carriers.
YOU WILL ALSO PROVIDE GENERAL SUPPORT
- Keep detailed logs, documentation and audit trails in internal systems.
- Act as the liaison between clients, brokers, insurance carriers and providers.
- Contribute to internal initiatives, process documentation and cross-functional projects.
- Help other departments with overflow work and special assignments.
WHAT YOU BRING
- High school diploma or GED required. Associate or bachelor's degree preferred.
- 1+ years in customer service, administrative support, operations or customer success.
- 1-2 years in benefits, eligibility, billing, and enrollment/Benefits Administration Experience
- Advanced Microsoft Office skills, especially Excel (pivot tables, formulas, reporting).
- Salesforce or another CRM (preferred).
- Working knowledge of EDI 834 files or carrier eligibility feeds (preferred).
- Strong math, analytical and problem-solving skills.
- Clear verbal and written communication with a professional tone.
- High accuracy, attention to detail and respect for confidentiality.
- Skill at managing large workloads, shifting priorities and firm deadlines while working remotely.
- Comfort with Teams, Zoom and shared drives.
What Will Help You Excel
- Alignment with Vimly's values and strategic goals.
- Strong interpersonal skills and a customer-first mindset.
- Organization and time-management habits that hold up under volume.
- Composure under pressure and in challenging conversations.
- High integrity and sound judgment.
- Self-motivation and willingness to learn and take on new responsibilities.
- Project management skills and comfort with changing processes.
What We Offer
Base salary: $23/hr.+Bonus.
Comprehensive bonus plan.
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Who's Hiring



Top Industries Hiring
- Insurance
- Banking & Financial Services
- Fintech
- Staffing & Recruiting
- Technology & Software
What Employers Look For
The qualifications that appear most often in remote client services manager jobs.
- 3 to 5 years of client-facing account management or customer success experience
- Proven ability to manage multiple client accounts simultaneously and meet retention targets
- Strong written and verbal communication skills for executive-level stakeholder interactions
- Experience with CRM platforms such as Salesforce or HubSpot to track account health
- Bachelor's degree in business, communications, or a related field
- Familiarity with contract renewals, upselling, and escalation management processes
Tips for Your Remote Client Services Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client services manager openings from across the U.S. in one place. Search roles by function and apply directly to the ones that match your background before they fill.
Quantify client outcomes in your resume
Remote employers can't observe your work style, so your resume must do the talking. Lead with retention rates, renewal percentages, or net revenue retention numbers from accounts you managed. Concrete client results replace in-person impressions.
Build your async communication for remote screening
Many remote client services manager interviews include a written exercise or asynchronous video step. Practice summarizing client situations, escalation plans, and account updates in writing. Clear, concise written communication is the skill remote employers screen hardest.
Target remote-first companies with distributed teams
Companies that built remote from the ground up, rather than adapting reluctantly, offer more structured onboarding, better async tooling, and clearer expectations for client services managers. Look for roles that explicitly list tools like Salesforce, Gainsight, or Zendesk in the job description.
Remote Client Services Manager Jobs: Frequently Asked Questions
How do I get a remote client services manager job?
Remote client services managers win roles by demonstrating they can own client relationships without in-person oversight. Employers screen heavily for written communication, async responsiveness, and CRM fluency because those skills replace hallway check-ins. A portfolio of retention metrics, renewal rates, or client health scores carries more weight than a resume that lists responsibilities. Remote-first SaaS companies, managed service providers, and tech-enabled professional services firms are the most active hirers.
Which companies hire remote client services managers?
Employers currently hiring remote client services managers include MBE CPAs, Epiq, and Brown and Caldwell, per current remote listings on Migrate Mate as of November 2026. Remote-first software companies, benefits platforms, and distributed professional services firms account for a large share of these openings, typically building client services teams with no geographic requirement.
Can you get a remote client services manager job with no experience?
Yes, but remote entry-level client services manager roles are harder to land because employers expect independent problem-solving from day one without an in-office support structure. The strongest path is through remote customer success coordinator or account coordinator roles at smaller SaaS or tech companies that train up. Candidates can demonstrate readiness by showing ownership of client-facing projects, familiarity with tools like Salesforce or HubSpot, and clear written communication.
Do you need a degree for remote client services manager jobs?
Not always. Many remote employers weight demonstrated client retention outcomes, CRM experience, and account growth results over a specific degree requirement. Remote-first companies in software and professional services frequently hire candidates who can show measurable client success, strong async communication, and self-directed work habits. A degree helps in more traditional industries like financial services or enterprise healthcare technology, where formal credentials still factor into hiring decisions.
Which industries hire the most remote client services managers?
The sectors hiring the most remote client services managers are Insurance, Banking & Financial Services, and Fintech, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed client-facing teams to manage ongoing relationships, renewals, and escalations without requiring staff in a central office.
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