Drive customer onboarding, training, and adoption for SaaS platforms Kanga and Education Modified.
Act as a strategic advisor to develop success plans and KPIs that maximize platform effectiveness and retention.
Partner with Implementation, Sales, and Analytics to measure customer health and ensure measurable outcomes.
Presence is the leading provider of teletherapy solutions for children with diverse needs, connecting therapists to K-12 school districts nationwide. With over 2,000 clinicians and 8 million sessions delivered, Presence is a remote-first company that values collaboration, cameras-on engagement, and meaningful connections.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Lead and grow the onboarding team, coaching Team Leads and building a culture of ownership and accuracy.
Own the onboarding pipeline from agreement to live plan, keeping timelines, quality, and SLAs on track.
Partner with Product and cross-functional teams to build training, improve tools, and drive KPIs.
We help small and growing businesses make retirement benefits easier, simplifying 401(k)s with straightforward solutions and great service. For more than 25 years, we've built a culture of service and a mission to help more people build a secure financial future.
Remote financial-services role with structured days and warm-lead conversations.
Coaching and training provided before you are expected to perform.
High performers have a clear path to a leadership track.
Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.
Communicate extensively with customers to identify needs and establish their 401(k) plans.
Educate and guide new customers on their choices to help employees save for retirement.
Drive the onboarding process, managing stakeholders to keep customers engaged and on track.
Human Interest is on a mission to make retirement benefits accessible to all working Americans by offering affordable 401(k) plans to small and medium-sized businesses. It is a high-growth startup backed by $700M with a collaborative culture.
Engage with warm leads who have already expressed interest in protecting their family's income and future.
Work from home in a structured remote role with no office required and coaching while you ramp up.
Stay consistent with on-time follow-up, strong video presence, and fast adoption of tools to deliver a respectful client experience.
Global Elite Empire Consultants is a financial-services company that helps families protect their income and future. The organization offers a remote, structured work environment with warm leads, coaching while you ramp, and a path into leadership for high performers.
Evaluate customer interactions across calls, emails, chats, and tickets against quality standards.
Design and deliver onboarding and continuous training modules, plus actionable coaching feedback.
Identify performance trends and build targeted learning interventions to drive operational excellence.
Learning Network is a growing, innovative, and customer-centric educational services company that brings innovative education to thousands of students. The culture prioritizes service, with a supportive community of people who care about customers and colleagues.
Assess client needs, teach options, and maintain relationships after the first meeting.
Handle administrative duties including notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides remote consulting services, focusing on assessing client needs and offering tailored options. The company values driven, trainable, and dependable team members, offering performance-based advancement and a remote work culture.
Conduct 25-30 inbound Zoom consultations per week with affluent retirees and pre-retirees.
Educate prospects on advanced retirement tax planning and Roth conversion strategies.
Guide qualified prospects to enrollment while managing follow-up and CRM documentation.
Curvion Blue is an outsourced sales organization that helps fast-growing companies scale by recruiting, training, and developing elite sales professionals. It fosters a high-performance, coachable culture and partners with clients across multiple industries.
Own onboarding for new GTM hires across sales and customer-facing roles.
Build ongoing enablement programs that keep the team current as product and market evolve.
Design customer education programs that drive adoption and success.
1mind is building the next generation of revenue teams with an Autonomous Customer Experience platform that deploys AI-powered go-to-market teammates. The company is an early-stage, remote-first startup with a culture of ownership, fast execution, and inclusivity.
Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
Help families understand and set up protection options from a remote seat.
Work from home with flexible hours and clear expectations.
Receive mentorship and coaching with a growth path based on performance.
Global Elite Empire Consultants helps families understand and set up protection options. The company promotes flexible hours, mentorship, and a coaching culture with clear expectations.
Lead customer onboarding from kickoff to implementation completion, guiding setup requirements and timelines.
Configure customer accounts, workflows, and user access while performing quality assurance testing.
Manage multiple implementation projects, communicate status updates, and collaborate with internal teams.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. We are a globally dispersed team serving 20,000 clients, including 30% of the Fortune 500, with a diverse and inclusive culture.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Assess client needs and educate them on available options through virtual consultations.
Maintain detailed notes, appointments, and CRM records as part of daily admin tasks.
Work with a qualified-interest pipeline, no cold calling, with full training and advancement opportunities.
We are a consulting firm that helps clients identify their needs and explore options through a virtual, relationship-based approach. Our team is driven, trainable, and competitive, operating remotely with a focus on performance and growth.
Build and own onboarding and ramp programs for every customer/GTM org role, from first day to full productivity.
Define metrics, ramp goals, and reporting to track progress and deliver insights to managers.
Partner with RevOps, Marketing, People, and managers to close skill gaps and improve the program as the team scales.
Scribe's platform captures how teams work and turns it into a living asset for people and AI agents. Over 94% of the Fortune 500 use Scribe; it's a $1B+ LinkedIn Top Startup with 7M users and a high-growth, low-ego culture.
Build a book of business using our proven process and coaching.
Enjoy a flexible schedule with no commute and no cold calling.
Global Elite Empire Consultants is a remote company that provides a home-based client role focused on video meetings and warm leads. The culture emphasizes flexibility, coaching, and promotion based on production, not politics.
Assess client needs and teach insurance options through virtual consultations.
Manage administrative tasks including notes, appointments, and CRM hygiene.
Utilize a qualified-interest pipeline without cold calling and advance based on performance.
Global Elite Empire Consultants is a remote insurance consulting firm that provides personalized insurance solutions to clients. The company fosters a performance-driven culture with a focus on training and remote collaboration.
Structured days with warm-lead conversations and coaching while you ramp.
No office required: work from home with clean video presence.
On-time follow-up and fast learning on tools are key to success.
Global Elite Empire Consultants is a financial services company that helps families protect their income and future through warm-lead conversations. The company offers a remote culture with structured training and a leadership track for high performers, though its size is not specified.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.