Remote Customer advisor Jobs – 77 Open Jobs Today

Client Success Analyst - Remote
Termgrid Inc. —Remote
- Full-time
- Remote
- Finance
- Master's degree
- MBA
Quick apply
Insurance Advisory - Multi Lingual ( English, Telugu) (Remote)
Tacterial Consulting —Remote
- Full-time
- Remote
- English
- Analysis skills
- Communication skills
- Work from home
Agentic Product Analyst
Netomi —Remote
- Full-time
- Remote
- Master's degree
- APIs
- AI
Quick apply
1d
Senior Manager - Talent Acquisition COE
AxisMaxlife —Remote
- Remote
- Analysis skills
- Project management
- Human resources
2d
Team Manager - Migration
Veeva Systems —Remote
- Full-time
- Remote
- Management
- Salesforce
- ERP systems
- Work from home
Insurance Advisor
Integrated Cooling Systems —Remote
- ₹5,000 - ₹15,000 a month
- Part-time
- Remote
- Sales
- 12th Pass
- Presentation skills
Quick apply
4d
Lead Generation Specialist
eTutorszone.com —Remote
- ₹12,000 - ₹14,000 a month
- Part-time
- Remote
- CRM software
- Sales
- Business development
Quick apply
4d
Career Advisor
Economical Research & Management —Remote
- Remote
- Sales
- Social media management
- Customer service
- Work from home
Insurance Advisory - (தமிழ், English) (Remote)
Tacterial Consulting —Remote
- Full-time
- Remote
- English
- Analysis skills
- Communication skills
- Work from home
Account Manager
SOTI Inc. —Remote
- Full-time
- Remote
- Sales
- Business development
- Analysis skills
2d
Sales Advisor
Zenoakhq —Remote
- ₹15,000.00 - ₹37,681.85 a month
- Part-time
- Remote
- CRM software
- Sales
- B.Sc
- Paid time off
- Cell phone reimbursement
Quick apply
Advisor
Policy bazar —Remote
- Part-time
- Remote
- Sales
- Business development
- Leadership
- Work from home
- Flexible schedule
Quick apply
6d
SDE I - Backend
Netomi —Remote
- Full-time
- Remote
- Java
- AWS
- Scripting
Quick apply
Customer Success Engineer
Skyflow —Remote
- Full-time
- Remote
- Azure
- Databases
- AWS
- Health insurance
- Paid time off
Assistant Vice President - Content Research & Digital
AxisMaxlife —Remote
- Remote
11h
Salesforce Technical Architect/ Lead
Hitachi —Remote
- Full-time
- Remote
- Salesforce
- DevOps
- APIs
Digital Lead
ZoftSolutions Pvt Ltd —Remote
- Full-time
- Remote
- Continuous improvement
- Marketing
- Health insurance
- Work from home
Quick apply
Sales Advisor
MyYogaTeacher —Remote
- Remote
- English
- Communication skills
- Negotiation
- Health insurance
Cruise Counselor / Cruise Booking Agents ( Travel Domain experience is must)
Avista Web Technologies —Remote
- Weekend availability
- Remote
- Bilingual
- Spanish
- Sales
Pre-sales Consultant, India
BioCatch —Remote
- Full-time
- Remote
- Azure
- English
- AWS
Quick apply

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Client Success Analyst - Remote

Termgrid Inc.
Remote

Quick apply

Job details

Full-time

Qualifications

Economics
Finance
Master's degree
Portfolio management
Investment banking
MBA

Full job description

Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.

Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.

We've been named New Solution Provider of the Year at the PE Wire US Awards 2024, Secure Workflow Management Provider of the Year at the PE Wire US Awards 2025, and shortlisted for the PE Wire EU Awards 2026 and The Drawdown Awards 2025. This isn't a company finding its footing — this is a rocket that has already cleared the launchpad.

The $1.7 trillion private credit market is growing at breakneck speed. Every billion-dollar deal, every GP-LP relationship, every leveraged buyout in the pipeline is moving through workflows that were built for a different era. Termgrid is the platform that changes all of that — and we're just getting started.

What You’ll Do

Global Client Support: Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
Portfolio Management: Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform. Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates.
Client Insights & Reporting: Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback.
Client Relationship Management: Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
Knowledge Management: Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency.
Cross-functional Collaboration: Partner closely with Product and Engineering teams to communicate client needs, provide feedback, and contribute to ongoing product enhancements.

What We’re Looking For

A solid academic background with a degree in finance, business, economics, or a related field.
2-8 years of experience in leveraged finance, investment banking, capital market or private equity firmm or similar domain.
You are passionate about delivering exceptional customer experiences and thrive on receiving a "wow" response from clients.
Your attention to detail is outstanding; our clients are sophisticated investors, and building their trust is essential.
You have a solid understanding of corporate and leveraged finance; terms like "term loan," "syndications," and "capital structure" resonate with you.
You are systematic and methodical, consistently meeting your commitments and quickly identifying business opportunities.
You have strong prioritization skills and can work across various time zones (US, EU, and Asia).

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Quick apply

Refine Your Search

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Client Success Analyst - Remote

Insurance Advisory - Multi Lingual ( English, Telugu) (Remote)

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