Remote Client Success Manager Jobs
Remote client success manager jobs are open across the U.S. at remote-first software companies, distributed SaaS teams, and digital-first firms in sectors like technology, healthcare, and financial services. Employers hiring remotely right now include Centivo, LocaliQ, and Qventus. Scan the live roles below and apply to whichever ones fit.
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Showing 4 of 107+ Remote Client Success Manager jobs
We exist for workers and their employers - who are the backbone of our economy. That is where Centivo comes in - our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.
Summary of Role
The Client Success Manager (CSM) provides the day-to-day operational support that keeps Centivo's client experience running smoothly. This is an intermediate, client-facing role: the CSM attends and supports client meetings and open enrollment sessions, supporting the Client Success Executive (CSE) who leads the relationship. The CSM partners closely with the CSE to execute the operational work behind renewals, escalations, and ongoing plan administration — resolving claims, benefit, and enrollment issues; coordinating across internal teams and external vendors; and keeping client-facing systems, workbooks, and communications accurate and current. On a smaller book of business, and at leadership discretion, a CSM may hold light day-to-day ownership of a client relationship.
Responsibilities Include
Client Service & Issue Resolution
Apply a developed understanding of Centivo's operational functions to support and perform to established service standards for renewals and client service.
Provide ongoing service and support to the Client Success Executive, partnering across internal and external departments and vendors to resolve claims, benefit, and enrollment issues.
Record and monitor all inquiries through completion and maintaining the client tracker for each client in their book, keeping the Client Success Executive apprised of status.
Handle client inquiries and collaborate with claims and member care to resolve them.
Support tracking and follow-up on member issues, including VIP member issues, in partnership with the Customer Issue Resolutions Team; the Client Success Executive leads remediation strategy on complex or sensitive escalations.
Enter SRS tickets for Cigna issues and track them through to resolution.
Elevate client inquiries and concerns to the Client Success Executive and/or the Client Escalations team as appropriate.
Review HCC notices for accuracy & to ensure they are at the appropriate threshold prior to Client Ops sending them out
Client Administration & Project Coordination
Execute follow-ups on open items and tasks, including cross-functional tasks related to issue resolution and benefit plan changes; escalate non-movement on open items as appropriate.
Provide operational support and coordination on client projects, including renewals and terminations.
Set up and maintain access for reporting tools & employer portals.
Updating Salesforce when client or broker contact information changes.
Open Enrollment (OE) & Renewal Support
Attend and support open enrollment meetings (virtual and in-person) as needed; the Client Success Executive leads OE strategy, content, and client messaging.
Support initial Middle Market OE communications and member portal testing.
Prepare the renewal confirmation form in conjunction with the Client Success Executive.
Review SBCs, SPDs and amendments for accuracy prior to sending to the client.
Systems & Data Management
Enter client-specific information from the MCW into Salesforce, including flagging clients and brokers for marketing blasts and adding applicable details such as check run date, eligibility method, and high-dollar information.
Maintain the Master Client Workbook and benefit summaries post go-live.
Send Zakipoint data as required.
Support reporting ticket requests, run ad hoc reports as appropriate, and provide real-time tracking, live updates, and follow-up; the Client Success Executive reviews reporting before release to ensure alignment with strategic renewal discussions.
Additional Reporting Support
Prepare client-related reporting and various internal reports in accordance with each client's specific requirements, along with responding to inquiries from internal departments.
Run claims impact reports.
Review initial renewing invoices.
Review plan documents and ID cards for accuracy at renewal.
Qualifications
Required Skills and Abilities
Bachelor's degree preferred, or equivalent combination of education and experience.
3 years of experience in client service, account management, or operations, within health benefits, insurance, or a related industry (such as PBM); this is an intermediate, client-facing role rather than an entry-level position.
Strong working knowledge of health plan operations, including claims, benefits, and enrollment processes.
Demonstrated ability to manage multiple priorities, track detailed work through to completion, and meet deadlines in a fast-paced environment.
Strong written and verbal communication skills, with the ability to interact professionally with clients, brokers, and internal teams, and to represent operational details clearly in meetings led by others.
Comfort working across systems (e.g., Salesforce, Plan Manager) and maintaining data accuracy across multiple sources.
Collaborative mindset with the ability to coordinate effectively across internal departments and external vendors, and to work in close partnership with a Client Success Executive.
High attention to detail and strong organizational skills.
Willingness to travel on a minimal-to-moderate basis for open enrollment and client support needs.
Work Location
An ideal candidate would be assigned to the Buffalo office with the ability to work from home.
This position is remote.
Who we are:
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.
Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.
Compensation Range: $75K - $80K
We exist for workers and their employers - who are the backbone of our economy. That is where Centivo comes in - our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.
Summary of Role
The Client Success Manager (CSM) provides the day-to-day operational support that keeps Centivo's client experience running smoothly. This is an intermediate, client-facing role: the CSM attends and supports client meetings and open enrollment sessions, supporting the Client Success Executive (CSE) who leads the relationship. The CSM partners closely with the CSE to execute the operational work behind renewals, escalations, and ongoing plan administration — resolving claims, benefit, and enrollment issues; coordinating across internal teams and external vendors; and keeping client-facing systems, workbooks, and communications accurate and current. On a smaller book of business, and at leadership discretion, a CSM may hold light day-to-day ownership of a client relationship.
Responsibilities Include
Client Service & Issue Resolution
Apply a developed understanding of Centivo's operational functions to support and perform to established service standards for renewals and client service.
Provide ongoing service and support to the Client Success Executive, partnering across internal and external departments and vendors to resolve claims, benefit, and enrollment issues.
Record and monitor all inquiries through completion and maintaining the client tracker for each client in their book, keeping the Client Success Executive apprised of status.
Handle client inquiries and collaborate with claims and member care to resolve them.
Support tracking and follow-up on member issues, including VIP member issues, in partnership with the Customer Issue Resolutions Team; the Client Success Executive leads remediation strategy on complex or sensitive escalations.
Enter SRS tickets for Cigna issues and track them through to resolution.
Elevate client inquiries and concerns to the Client Success Executive and/or the Client Escalations team as appropriate.
Review HCC notices for accuracy & to ensure they are at the appropriate threshold prior to Client Ops sending them out
Client Administration & Project Coordination
Execute follow-ups on open items and tasks, including cross-functional tasks related to issue resolution and benefit plan changes; escalate non-movement on open items as appropriate.
Provide operational support and coordination on client projects, including renewals and terminations.
Set up and maintain access for reporting tools & employer portals.
Updating Salesforce when client or broker contact information changes.
Open Enrollment (OE) & Renewal Support
Attend and support open enrollment meetings (virtual and in-person) as needed; the Client Success Executive leads OE strategy, content, and client messaging.
Support initial Middle Market OE communications and member portal testing.
Prepare the renewal confirmation form in conjunction with the Client Success Executive.
Review SBCs, SPDs and amendments for accuracy prior to sending to the client.
Systems & Data Management
Enter client-specific information from the MCW into Salesforce, including flagging clients and brokers for marketing blasts and adding applicable details such as check run date, eligibility method, and high-dollar information.
Maintain the Master Client Workbook and benefit summaries post go-live.
Send Zakipoint data as required.
Support reporting ticket requests, run ad hoc reports as appropriate, and provide real-time tracking, live updates, and follow-up; the Client Success Executive reviews reporting before release to ensure alignment with strategic renewal discussions.
Additional Reporting Support
Prepare client-related reporting and various internal reports in accordance with each client's specific requirements, along with responding to inquiries from internal departments.
Run claims impact reports.
Review initial renewing invoices.
Review plan documents and ID cards for accuracy at renewal.
Qualifications
Required Skills and Abilities
Bachelor's degree preferred, or equivalent combination of education and experience.
3 years of experience in client service, account management, or operations, within health benefits, insurance, or a related industry (such as PBM); this is an intermediate, client-facing role rather than an entry-level position.
Strong working knowledge of health plan operations, including claims, benefits, and enrollment processes.
Demonstrated ability to manage multiple priorities, track detailed work through to completion, and meet deadlines in a fast-paced environment.
Strong written and verbal communication skills, with the ability to interact professionally with clients, brokers, and internal teams, and to represent operational details clearly in meetings led by others.
Comfort working across systems (e.g., Salesforce, Plan Manager) and maintaining data accuracy across multiple sources.
Collaborative mindset with the ability to coordinate effectively across internal departments and external vendors, and to work in close partnership with a Client Success Executive.
High attention to detail and strong organizational skills.
Willingness to travel on a minimal-to-moderate basis for open enrollment and client support needs.
Work Location
An ideal candidate would be assigned to the Buffalo office with the ability to work from home.
This position is remote.
Who we are:
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.
Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.
Compensation Range: $75K - $80K
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Who's Hiring
Top Industries Hiring
- Technology & Software
- Consulting & Professional Services
- Fintech
- Insurance
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote client success manager jobs.
- Two or more years of experience in customer success, account management, or a client-facing SaaS role
- Demonstrated ability to manage a portfolio of accounts and drive measurable retention or expansion outcomes
- Proficiency with customer success platforms such as Gainsight, ChurnZero, or Totango
- Strong written and verbal communication skills with experience leading executive-level business reviews
- Bachelor's degree in business, communications, or a related field, or equivalent professional experience
- Familiarity with CRM tools, particularly Salesforce, for logging activity and tracking account health
Tips for Your Remote Client Success Manager Job Search
Prove you can work async with clients
Remote client success managers communicate through Slack, email, and recorded video far more than phone calls. Document examples of async client updates, written QBR decks, or Loom walkthroughs you've delivered so hiring managers can see you already operate this way.
Filter openings by remote-first companies
Companies built as remote-first from the start hire client success managers to work distributed permanently, not as a temporary arrangement. Prioritize those over legacy companies offering hybrid roles relabeled as remote, which often revert to in-office expectations.
Apply early to remote roles that fit
Migrate Mate lists remote client success manager openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through mixed listings.
Prepare for remote-specific interview questions
Remote hiring managers routinely ask how you manage client escalations without walking over to a colleague and how you keep accounts engaged when you never meet in person. Prepare specific examples that show your async problem-solving and proactive client communication, not just general relationship-building.
Remote Client Success Manager Jobs: Frequently Asked Questions
How do I get a remote client success manager job?
Target remote-first SaaS companies and distributed technology teams, which hire client success managers remotely far more consistently than traditional enterprises. Remote employers screen for written communication skills, the ability to manage client relationships asynchronously, and self-direction without daily manager oversight. A portfolio of client outcomes, such as retention wins or expansion revenue you owned, gives you a concrete edge over candidates who list responsibilities alone.
Which companies hire remote client success managers?
Employers currently hiring remote client success managers include Centivo, LocaliQ, and Qventus, per current remote listings on Migrate Mate as of August 2026. Remote-first SaaS companies and distributed teams across technology, healthcare technology, and financial services make up the largest share of these openings.
Can you get a remote client success manager job with no experience?
Yes, but remote entry-level client success roles are harder to land because employers expect you to onboard clients and troubleshoot independently from day one. Smaller SaaS startups and customer-experience-focused tech companies are the most likely to hire remotely at the entry level. Showing async communication skills, a CRM you've used, or a project where you solved a customer problem directly substitutes for formal experience.
Do you need a degree for remote client success manager jobs?
Not always. Many remote employers weigh demonstrated client management skills, measurable retention or upsell results, and comfort with tools like Salesforce or Gainsight over a specific degree. A degree can help you clear an applicant tracking system filter at larger companies, but smaller remote-first firms routinely hire candidates who show real outcomes over credentials.
Which industries hire the most remote client success managers?
The sectors hiring the most remote client success managers are Technology & Software, Consulting & Professional Services, and Fintech, based on current remote listings on Migrate Mate as of August 2026. These industries rely on distributed teams that manage client relationships entirely through video, email, and shared platforms rather than in-person contact.
See All 107+ Remote Client Success Manager Jobs
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