Drive enterprise growth by owning a territory and leading complex sales cycles with banks and credit unions.
Conduct strategic customer conversations and build compelling business cases across multiple stakeholders.
Build strong customer relationships and collaborate with internal teams for seamless transitions.
Digital Onboarding helps community banks and credit unions turn account holder data into timely, personalized action. It is a growing company with a flat, low-hierarchy culture that values ideas and ability over titles.
Own a portfolio of credit union and community bank clients as the primary point of contact.
Drive product adoption, lead executive business reviews, and manage renewals and upsell opportunities.
Proactively identify at-risk accounts and develop mitigation plans to ensure high retention.
Bankjoy is a Y Combinator and Bessemer-backed FinTech startup providing modern digital banking products for community banks and credit unions. They are a remote-first, collaborative team scaling across the US and Canada.
Act as the main onboarding contact for new business hosts, explaining requirements and guiding them from first hello to approved account.
Collect and review KYC documents, ownership details, and other onboarding materials with high attention to detail.
Track cases, follow up on missing items, and partner with Compliance, Sales, and Operations teams to keep onboarding on schedule.
Veta Virtual is a virtual staffing company that hires for high-growth clients in fintech and cryptocurrency. They foster a collaborative, high-trust remote culture where performance is celebrated and growth is taken seriously.
Analyze personal and business financials to build comprehensive loan approval packages.
Monitor loan portfolio performance, support audits and exams, and maintain loan databases.
Create Power BI loan reports and champion the bank's sustainability and justice mission.
Climate First Bank is a Florida-based FDIC-insured commercial bank offering sustainable banking services. As a Certified B Corporation, it fosters a mission-driven, collaborative remote culture.
Own and grow a portfolio of 15-20 mid-market banks and credit unions as a true hunter across the full sales cycle.
Develop executive relationships and strategic account plans to close new Marketing Solutions opportunities.
Partner with internal teams and maintain a healthy pipeline to consistently exceed annual bookings targets.
Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data, technology, and integrated solutions. With thousands of FI clients and 150 years of financial services expertise, the company fosters a culture of collaboration, innovation, and workplace flexibility.
Work from home conducting virtual consultations and needs conversations with clients.
Manage follow-ups, notes, scheduling, and keep the pipeline clean.
Use modern web-conference tools with qualified-interest leads and no cold calling.
We are AO Central, a financial services company focused on protecting families through client-facing virtual services. We value dependability, adaptability, and a competitive spirit, and we support our team with full training and mentorship.
Lead the strategic build-out and expansion of the Attorney Banking Division.
Develop and execute a national growth strategy for attorney-focused banking solutions.
Maintain personal production goals while mentoring a geographically dispersed remote team.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability and ethical banking. As a Certified B Corporation, the bank has multiple branches and a growing digital presence, emphasizing environmental and social causes.
Act as a client-facing solutions consultant for financial institutions in the digital asset space.
Lead discovery sessions and translate compliance and technology challenges into scoped proposals.
Support business development and deliver advisory engagements across Europe.
The company partners with financial institutions to navigate digital asset and regulatory challenges, providing consulting and advisory services. It operates with a remote-first, flexible culture and collaborates across Europe, North America, and Asia.
Assess client needs and teach options during virtual consultations.
Perform administrative tasks including notes, appointments, and CRM hygiene.
Build and maintain client relationships after the first meeting.
They provide virtual consulting services, assessing client needs and teaching options. The company emphasizes performance-based advancement and full training, with a culture that values drive, trainability, and dependability.
Build and maintain strong, trusted relationships with assigned clients as a strategic advisor and primary point of contact.
Drive product adoption, identify upsell opportunities, and partner with clients to establish KPIs and success measures.
Monitor client health, provide training and support, and collaborate cross-functionally to ensure a seamless customer experience.
Symplicity provides employability and student success solutions for higher education institutions, helping support students from career development to alumni engagement. Their technology is used by over 30 million students worldwide, and they foster an inclusive, diverse, and collaborative workplace.
Conduct virtual consultations and needs-based conversations with qualified leads.
Manage follow-ups, scheduling, and client notes to keep the pipeline clean.
Work from home using modern web-conference tools, with no cold calling.
AO Central is a client-facing financial-services company that helps protect families through virtual consultations and tailored coverage. The company is performance-driven and remote-friendly, offering full training, mentorship, and advancement opportunities based on merit.
Resolve complex credit cases and support internal banking partners across multiple channels.
Interact directly with customers to gather, clarify, and validate credit information.
Provide expert guidance and deliver outstanding bilingual customer service across Canada.
A financial services organization specializing in credit operations and customer support. They foster a collaborative, remote-first culture with an emphasis on diversity, employee well-being, and career growth.
You provide remote client support in financial services.
You structure your day around home and family.
You receive mentorship from experienced leaders to build skills.
AO Central is a financial services company providing remote client support. They prioritize work-life balance, mentorship, and growth for their team members.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Help families understand and navigate their benefit options through remote consultations.
Follow a structured, guided process to support clients who have already requested information.
Work from home with no cold calling and clear opportunities for leadership growth.
AO Central is a financial services organization that helps families understand and select benefit options. The company emphasizes remote work, structured training, and opportunities for career growth.
Provide client support in a fully remote financial services environment.
Build skills through mentorship and structured training while maintaining a flexible schedule.
Serve families with reliability and strong communication on video calls.
AO Central is a financial services company that provides remote client support for families. The company fosters a supportive, growth-oriented culture with mentorship and flexible scheduling.
Work from home using web presentations to enroll and support clients seeking guidance.
Focus on meaningful work that impacts families, with ongoing training and supportive leadership.
Build a flexible schedule around real life while maintaining a portfolio of clients you continue to serve.
Global Elite Empire Consultants is a financial services firm that helps families with benefits and guidance. They operate with a remote team and emphasize mentorship and long-term client relationships.
Global Elite Empire Consultants helps clients with financial-protection options. They are a remote-first company that values coaching, activity, and results.
Take requested conversations from warm leads — no cold calling.
Explain financial-protection benefit options simply and help clients enroll when it is a fit.
Keep a clean follow-up rhythm while being trained, coached, and measured on activity.
Global Elite Empire Consultants connects clients with financial-protection options through a remote, lead-driven process. The company emphasizes coaching, written processes, and advancement for motivated, coachable team members.
Conduct virtual consultations to understand client needs and present benefit options.
Follow up with qualified leads and manage your pipeline with light admin tasks.
Use web-conference presentations from home to engage with clients.
AO Central is a financial-services company that helps protect families through benefits. They offer a supportive culture with full training, mentorship, and modern tools.