Remote Customer Relationship Management Executive Jobs
Remote customer relationship management executive jobs are open across the U.S. in sectors like SaaS, financial services, healthcare technology, and enterprise software, with roles ranging from manager-level positions to VP and C-suite leadership on distributed teams. Companies currently hiring include Huntington Bank, Fidelity Investments, and City National Bank. See the openings below and apply to the ones that match your experience.
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The Company
Hargrove Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.
The Team
We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to Hargrove Management Services, and that their clients have exceptional outcomes when they do.
The Role
We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to NetLaw, and that their clients have exceptional outcomes when they do.
You will own the advisor experience from onboarding through habitual usage — guiding new advisors through the process, equipping them with the tools and knowledge to refer well, and staying actively engaged to ensure momentum doesn't stall. You will also serve as the connective tissue between advisors, attorneys, and the broader internal team — surfacing patterns, resolving friction, and making the system smarter over time.
This role operates within a framework and playbook set by Senior Leadership and reports directly to the Director of Relationship Management. You are the boots on the ground — executing the activation model at the advisor and firm level with precision, consistency, and genuine relationship investment. Your day-to-day direction, coaching, and performance oversight come from the Director of Relationship Management, who owns the relationship management function and will be your closest working partner
**This is not a passive account management role. You must be sales minded, quota driven, and relentless**
What You'll Do
Advisor Onboarding
- Serve as the primary point of contact for newly registered advisors at your assigned partner firms
- Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner
- Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made
- Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
- Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
Advisor Activation and Engagement
- Own advisor relationships from first referral through habitual usage across your assigned portfolio
- Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
- Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
- Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
- Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a Hargrove representative and relationship anchor
Post-Referral Advisor Accountability
- Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
- Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
- Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
- Flag advisor disengagement patterns before they impact plan completion rates
Qualifications
- Bachelor's degree in Business, Finance, Communications, or a related field
- 2–4 years of experience in relationship management, customer success, financial services, or a client-facing role
- Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
Required Skills
- Strong interpersonal and communication skills — you build trust quickly, communicate clearly in writing and verbally, and are comfortable managing relationships over phone, Zoom, and email
- Organized and detail oriented — you manage a portfolio of relationships simultaneously without things falling through the cracks
- Proactive and ownership- oriented — you follow up without being asked, escalate issues before they become problems, and take pride in the outcomes of the advisors you support
- Curious about financial planning and estate planning — you do not need to be an expert on day one, but you are motivated to develop a working knowledge of the space and how advisors think about it
- Comfortable in a fast-moving, early-stage environment where processes are being built in real time and your observations shape how things improve
- Experience with HubSpot or a similar CRM is a plus
What We Offer
- Competitive base salary commensurate with experience
- Performance bonus tied to advisor activation and engagement metrics; OTE 30% of base
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
- Fully remote
- Direct mentorship from the Director of Relationship Management with visibility to senior leadership and key RIA partner contacts from day one
- A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases
Hargrove MSO is an equal opportunity employer. We are committed to building a diverse and inclusive team.
Pay: $80,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Remote
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Find JobsRemote Customer Relationship Management Executive Job Market
Who's Hiring
- Huntington Bank99
- Fidelity Investments23
- City National Bank14
- Summit Ag11
- MM Coaching Limited11M
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Consulting & Professional Services
- Insurance
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote customer relationship management executive jobs.
- Demonstrated experience managing and optimizing CRM platforms such as Salesforce or HubSpot
- Proven ability to develop customer retention strategies that reduce churn and grow lifetime value
- Strong data analysis skills with experience translating CRM reporting into actionable business decisions
- Cross-functional collaboration experience working with sales, marketing, and customer success teams
- Bachelor's degree in business, marketing, or a related field, often with an MBA preferred
- Experience setting up CRM workflows, automation rules, and segmentation logic at an enterprise or mid-market scale
Tips for Your Remote Customer Relationship Management Executive Job Search
Prove your async client communication skills
Remote customer relationship management executive roles depend on written updates, structured check-ins, and clear email and messaging communication. Build a portfolio of client communications, executive summaries, or account plans that show you can keep relationships strong without face-to-face contact.
Highlight CRM platform fluency on your resume
Remote teams need executives who can run Salesforce, HubSpot, or Dynamics without IT support down the hall. Name the specific platforms you use, the features you rely on for pipeline management and reporting, and any integrations you've configured to manage distributed client accounts.
Apply early to remote roles that fit
Migrate Mate lists remote customer relationship management executive openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through listings that require on-site work.
Target companies with distributed client teams
Remote-first SaaS companies, enterprise software firms, and distributed financial services organizations are the most consistent remote hirers for this role. Focus your search on companies whose client bases already cross multiple regions, since those teams structurally need remote customer relationship management executives.
Remote Customer Relationship Management Executive Jobs: Frequently Asked Questions
How do I get a remote customer relationship management executive job?
Remote customer relationship management executive roles go to candidates who can demonstrate strong async communication, self-directed pipeline management, and results without in-person oversight. Remote-first SaaS companies and distributed enterprise teams hire most heavily for this role. Showing proficiency with CRM platforms like Salesforce or HubSpot, plus a clear record of building and retaining client relationships independently, gives you a real edge over candidates who rely on office-based collaboration.
Which companies hire remote customer relationship management executives?
Employers currently hiring remote customer relationship management executives include Huntington Bank, Fidelity Investments, and City National Bank, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first technology firms, distributed financial services companies, and enterprise software organizations that manage large client portfolios across multiple regions without requiring executives to be on-site.
Can you get a remote customer relationship management executive job with no experience?
Yes, but remote entry-level customer relationship management executive roles are harder to land because employers expect you to manage client relationships independently from day one. Early-career candidates can target remote-first startups and smaller SaaS companies, which are more open to potential over experience. Showing initiative through freelance client management work, documented results from internships, or certifications in CRM platforms helps open the door when formal experience is limited.
Do you need a degree for remote customer relationship management executive jobs?
Not always. Remote employers in this role weigh demonstrated client retention results, CRM platform expertise, and leadership experience alongside or instead of a formal degree. Many distributed teams prioritize candidates who can show measurable outcomes, strong written communication, and the ability to manage executive-level client relationships without in-person support, making a portfolio of real work often more persuasive than a credential alone.
Which industries hire the most remote customer relationship management executives?
Most remote customer relationship management executive openings sit in Banking & Financial Services, Technology & Software, and Consulting & Professional Services, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams managing large, geographically spread client bases, making remote customer relationship management executives a natural fit for their operating model.
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