Remote Client Success Specialist Jobs
Remote client success specialist jobs are open across the U.S. at remote-first firms and distributed teams in SaaS, fintech, healthtech, and professional 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 Specialist 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 specialist jobs.
- Two or more years of experience in customer success, account management, or a related client-facing role
- Proficiency with CRM tools such as Salesforce and customer success platforms like Gainsight or Totango
- Demonstrated ability to manage a portfolio of accounts while driving retention and expansion revenue
- Strong written and verbal communication skills for executive-level business reviews and escalation handling
- Familiarity with SaaS business models, subscription metrics, and the customer lifecycle
- Bachelor's degree in business, communications, or a related field, or equivalent practical experience
Tips for Your Remote Client Success Specialist Job Search
Apply early to remote roles that fit
Remote client success specialist openings on Migrate Mate are sourced from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through location-filtered noise.
Show async communication skills explicitly
Remote client success work runs on email, Slack, and recorded Loom updates. Rewrite your resume bullets to show how you've communicated complex client situations clearly in writing, since that's what remote hiring managers screen for first.
Prove CRM and customer platform fluency
Remote employers can't watch you work, so they rely on tools like Salesforce, Gainsight, or HubSpot to track client health. Name the platforms you've used and describe the workflows you owned, not just the software you touched.
Prepare for async-style remote interviews
Many remote-first companies use recorded video screening or written take-home questions before the live interview round. Practice answering client scenario questions in writing and on camera so your first impression isn't slowed down by an unfamiliar format.
Remote Client Success Specialist Jobs: Frequently Asked Questions
How do I get a remote client success specialist job?
Target remote-first SaaS companies and distributed B2B teams, where client success roles are structurally remote rather than an exception. Remote employers screen hard for async written communication, since most client touchpoints happen over email, Slack, and recorded video. Demonstrating CRM fluency, proactive follow-through without hand-holding, and a history of measurable retention or expansion results gives you a real edge over candidates with similar experience who haven't worked remotely before.
Which companies hire remote client success specialists?
Companies hiring remote client success specialists right now include Centivo, LocaliQ, and Qventus, based on current remote listings on Migrate Mate as of August 2026. Remote-first SaaS platforms and distributed fintech and healthtech teams account for the largest share of these openings, since their customer bases are geographically dispersed and their internal teams are already built for async collaboration.
Can you get a remote client success specialist job with no experience?
Yes, but remote entry roles are harder to land because employers expect you to manage client relationships independently from day one with minimal in-person oversight. Early-career candidates do best targeting early-stage SaaS startups and PLG companies that hire associate or junior client success roles remotely. Showing a record of proactive communication, a working knowledge of tools like Salesforce or HubSpot, and any volunteer or freelance client-facing work can open the door when formal experience is thin.
Do you need a degree for remote client success specialist jobs?
Not always. Many remote employers, particularly in SaaS and technology, weight demonstrated client outcomes, CRM proficiency, and communication skills over a specific degree. A portfolio showing onboarding projects, retention wins, or upsell results carries real weight. Some enterprise and financial services employers do list a bachelor's degree as a requirement, so it's worth reading each job description carefully before you apply.
Which industries hire the most remote client success specialists?
The sectors hiring the most remote client success specialists 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 customer bases and remote-first internal teams, making fully remote client success roles a structural norm rather than an occasional perk.
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