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Remote Client Service Representation

Remote, USA Full-time Posted 2026-06-17

Job Title : Remote Client Service Representation Location : Remote Salary : $8k -$14K Monthly Job Summary We are seeking a dedicated Client Services professional to join our team. The ideal candidate will have experience in financial services and SaaS, with a strong understanding of market dynamics. This role involves managing client accounts, utilizing Salesforce, and ensuring excellent customer relationships. Responsibilities • Engage with clients to understand their needs and provide tailored solutions • Utilize Salesforce to track client interactions and manage accounts effectively • Collaborate with the sales team to identify opportunities for growth within existing accounts • Manage projects related to client services, ensuring timely delivery and high-quality outcomes • Provide exceptional customer service by promptly addressing inquiries and issues • Communicate effectively with clients to build strong relationships and foster trust • Conduct account management activities to ensure client satisfaction and retention Experience • Proven experience in financial services or related industry • Familiarity with SaaS products and services • Strong sales acumen with the ability to identify opportunities for revenue growth • Proficiency in customer relationship management tools like Salesforce • Experience in project management is a plus • Excellent communication skills to interact effectively with clients and internal teams Job Type: Full-time Pay: $8,000.00 - $14,000.00 per month Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Vision insurance Work Location: Remote Apply Job!

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