Remoto: Teletrabajo

About Finances Demystified Finances Demystified runs Women in Wealth, a year-long financial education program for members in the United States. Members learn options strategies, long-term investing, financial health, legacy planning, and the mindset work that holds it all together. Our members are mostly women building wealth for the first time in their families. Client Success Managers keep members moving through the program. You work alongside our customer support, tech support, and education teams. When a question falls outside your lane, you route it to the right person on the team. This is a full-time role, and most of your day is spent on member calls over Google Meet. Hold regular check-in calls with your members Route financial, technical, and billing questions to the right team You will not give tax, legal,



or personalized financial advice You refer members to appropriate support instead Noticing before reacting. That helps you connect with members and route their questions to the right person faster. Member calls happen in English on Google Meet, often with people who are frustrated, behind, or ready to quit. Fluent spoken English Fully remote. Reliable internet and a quiet space for calls Experience in client success, account management, coaching, community, or a similar relationship-driven role That could be work in financial services, financial education, banking, accounting, or insurance, or your own investing. Full-time, independent contractor. Apply here on LinkedIn. Shortlisted applicants will receive a short written application, in English, as the next step.

📌 Client Success Manager - Remote (México)
🏢 Finances De•mys•ti•fied
📍 México