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.
About the role
Client Success Managers keep members moving through the program. After our onboarding team welcomes a new member, you connect with her early in her first month and stay with her through the year. You are not doing it alone. You work alongside our customer support, tech support, and education teams.
Your job is to make sure nobody gets lost. You keep track of who is active, who has gone inactive, and who has stopped responding, and you reach out before a quiet stretch turns into someone giving up. When a member is discouraged or behind, you are the one who gets her moving again. 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.
This is not a financial advice role. You will not analyze trades or tell anyone what to do with their money. But the people who do this job best genuinely love the subject.
What you will do
Run your first call with each new member and set expectations for the year
Hold regular check-in calls with your members
Track who is active, inactive, or unresponsive
Reach out early when a member goes quiet
Keep members connected to the community and live sessions
Route financial, technical, and billing questions to the right team
What this role is not
We want to be direct about this, because it matters.
You will not give trading advice or recommend stocks, funds, or investments
You will not answer technical investing questions
You will not give tax, legal, or personalized financial advice
You will not coach one on one outside scheduled calls




You will not act as a therapist or counselor. You refer members to appropriate support instead
What we are looking for
Warmth that holds a line. You can be encouraging and still tell someone they are behind and need to catch up. Those are not opposites, and the role needs both.
Organization across a caseload. You have kept track of a large group of people before and you can describe how you did it.
Noticing before reacting. The value of this role is catching a problem before anyone raises it. If you have done that, we want to hear about it.
Clean handoffs. When something falls outside your scope, you pass it on quickly and clearly rather than trying to solve it yourself.
Fluency without the urge to advise. You do not need a finance career, but you should be fascinated by money. You read about it, you take care of your own finances, and you enjoy learning how investing works. That helps you connect with members and route their questions to the right person faster.
Comfort on camera. Member calls happen in English on Google Meet, often with people who are frustrated, behind, or ready to quit.
A real connection with who our members are. You understand what it means to build wealth without a family blueprint for it.
Requirements
Deep familiarity with American culture and experience working with US clients
Fluent spoken English
Fully remote. Where you live today does not matter
Reliable internet and a quiet space for calls
Available during US business hours for member calls
Experience in client success, account management, coaching, community, or a similar relationship-driven role
Preferred: a background in finance or a strong personal interest in it. That could be work in financial services, financial education, banking, accounting, or insurance, or your own investing. No credentials required
Compensation
$36,000 to $48,000 USD per year ($3,000 to $4,000 per month), depending on experience. Full-time, independent contractor.
How to apply
Apply here on LinkedIn. Shortlisted applicants will receive a short written application, in English, as the next step.

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