Remote Customer Success Representative Jobs
Remote customer success representative jobs are in active demand across the U.S., with remote-first firms, SaaS companies, and distributed teams hiring for both entry-level and senior roles. Sectors like software, fintech, and healthcare services consistently post remote openings, and employers hiring right now include Samsara, ALTO USA, and Owner. See the openings below and apply to the ones that match your experience.
Find JobsOverview
Showing 5 of 498+ Remote Customer Success Representative jobs
Customer Success Manager & Solutions Consultant
Remote (US) · Full-time
Compensation: $60,000–$80,000 base + competitive equity · $100,000–$120,000 OTE
About the Company
Our client is a Series A fintech company (founded 2017) building a decision-intelligence and compliance platform for independent wealth management and registered investment advisors — spanning portfolio risk analytics, compliance workflows, and advisor productivity. They’ve established strong product-market fit with mid-market and enterprise RIAs in a large ($100B) market, and they operate as a lean, high-accountability team where you’ll work closely with company leadership.
Founded 2017 · 11–50 people · Industry: FinTech
The Role
This is a deliberately rare hybrid seat that owns the full customer lifecycle. You’ll act as the technical subject-matter expert on sales calls — running live demos and handling objections in real time — and then own onboarding, adoption, and retention once the deal closes. Because the same person supports the deal and owns the account afterward, nothing gets lost at handoff. You’ll report to both the Head of Sales (pre-sale) and the Head of Customer Success (post-sale), and the role rewards someone with both the follow-through of a strong CSM and the composure of a sharp sales engineer.
What you’ll be doing
- Serve as the SME on demo and technical calls, running tailored product walkthroughs and fielding product, technical, and compliance objections live.
- Own new-client onboarding and training, taking firms from setup to confident daily usage within about 30 days of go-live.
- Run cadenced adoption meetings with key stakeholders to surface risk early, protect retention, and flag expansion opportunities with full technical context.
- Maintain deep product and domain mastery so advisors and internal teams treat you as the first call.
- Turn structured customer feedback into clear product requirements, with frequency, use case, and revenue impact.
- Build training content, knowledge base articles, and recorded walkthroughs that scale self-service.
Product suite & tools: A multi-product wealthtech platform (advisor, compliance, scanning, proposals, and IPS modules); HubSpot CRM; Gong.
Requirements
- At least 3 years in a customer-facing role at a wealthtech, advisor-tech, or compliance software company
- Able to lead live product demos and handle technical and compliance objections in real time — real subject-matter depth, not a script
- Strong fluency in RIA and compliance concepts, including ADV, fiduciary standards, and custodians
- A proven post-sale track record of onboarding, driving adoption, and retaining software clients
- Confident communicating with executive stakeholders, including CCOs and firm principals
- Based in the US
Nice to Haves
- A background that spans both pre-sale (solutions or sales engineering) and post-sale (CSM or onboarding) in one career
- Prior experience at a wealthtech or advisor-tech company
- Existing relationships with CCOs and other executive decision-makers at advisory firms
- Comfort building the playbook yourself in a lean, growth-stage environment
- HubSpot CRM fluency and familiarity with tools like Gong
- Familiarity with custodian ecosystems such as Schwab, Fidelity, and Pershing
Why Join
- A rare hybrid seat owning the client relationship end-to-end, from first demo through long-term retention
- A growth-stage company with strong product-market fit in a large, established market
- A lean, high-ownership team with direct exposure to leadership and real scope from day one
Details
- Location — United States
- Work policy — Fully remote, US-based
- Compensation — $60,000–$80,000 base + equity; $100,000–$120,000 OTE
- Visa sponsorship — Not available
- Employment type — Full-time
See All 498+ Remote Customer Success Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Customer Success Representative Job Market
Who's Hiring
- Samsara10
- ALTO USA8
- Owner8
- Rippling6
- Nodes & Links6N
Top Industries Hiring
- Technology & Software51
- Electronics & Hardware8
- Transportation & Logistics5
- Non-Profit & Social Services4
- Consulting & Professional Services4
What Employers Look For
The qualifications that appear most often in remote customer success representative jobs.
- One to three years of experience in customer success, account management, or a client-facing support role
- Proficiency with CRM software and customer success platforms for tracking account health and activity
- Strong written and verbal communication skills for handling onboarding, check-ins, and escalations
- Demonstrated ability to manage a portfolio of accounts and prioritize competing customer needs
- Experience driving product adoption and identifying upsell or renewal opportunities within existing accounts
- Bachelor's degree in business, communications, or a related field, or equivalent work experience
Tips for Your Remote Customer Success Representative Job Search
Apply early to remote roles that fit
Migrate Mate lists remote customer success representative openings from across the U.S. in one place, so you can find roles that match your experience level and industry background and apply directly without sifting through unrelated postings.
Demonstrate async communication before the interview
Remote customer success teams run on written handoffs and async updates. Before you interview, audit your resume and cover letter for evidence of clear, structured writing. If your written communication is strong, employers notice before you say a word on a call.
Show your CRM and customer platform fluency
Remote employers screen for hands-on experience with tools like Salesforce, HubSpot, Gainsight, or Zendesk because there is no in-office team to shadow. Name the platforms you have used and describe what you accomplished in them, not just that you know them.
Quantify your book of accounts outcomes
Remote hiring managers cannot observe your work style, so they lean on numbers. Retention rates, net revenue retention, onboarding completion rates, and CSAT scores from past roles give concrete evidence that you manage accounts effectively without supervision.
Remote Customer Success Representative Jobs: Frequently Asked Questions
How do I get a remote customer success representative job?
Target remote-first companies and distributed teams that have built their customer success function around async workflows, because those employers hire remote customer success representatives regularly and know how to onboard them well. Remote screeners specifically look for strong written communication, self-direction, and CRM fluency. A demonstrated ability to manage a book of accounts without daily supervision gives candidates a clear edge over applicants with comparable in-office experience.
Which companies hire remote customer success representatives?
Employers currently hiring remote customer success representatives include Samsara, ALTO USA, and Owner, per current remote listings on Migrate Mate as of August 2026. Remote-first SaaS firms, distributed fintech platforms, and digital health companies make up the largest share of postings, as their product-led models depend on customer success teams that can support users across time zones without a central office.
Can you get a remote customer success representative job with no experience?
Yes, but remote entry-level roles are harder to land than in-office ones because employers expect you to onboard and ramp independently from day one. Your strongest path is targeting early-stage SaaS startups or PLG companies that hire junior customer success representatives and provide structured async onboarding. A portfolio of written customer-facing work, completed certifications in customer success platforms, or a history of resolving complex issues in a support or service role can substitute for direct experience.
Do you need a degree for remote customer success representative jobs?
Not always. Most remote employers weigh CRM proficiency, measurable retention or expansion outcomes, and clear written communication far more heavily than a specific degree. Remote postings at growth-stage SaaS and fintech companies frequently list a bachelor's degree as preferred rather than required, which means a strong record of managing accounts, reducing churn, or driving product adoption can carry more weight than your educational background.
Which industries hire the most remote customer success representatives?
Remote customer success representative roles concentrate in Technology & Software, Electronics & Hardware, and Transportation & Logistics, based on current remote listings on Migrate Mate as of August 2026. Those sectors hire customer success representatives remotely because their distributed product and engineering teams are already built around async collaboration, making a co-located customer success function unnecessary and often impractical.
See All 498+ Remote Customer Success Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs