Remote Client advisor Jobs – 69 Open Jobs Today

Client Success Analyst - Remote
Termgrid Inc. —Remote
- Full-time
- Remote
- Finance
- Master's degree
- MBA
Quick apply
Client Acquisition Executive Grade-3
Ishyame Law Firm —Remote
- ₹10,000 - ₹40,000 a month
- Part-time
- Remote
- Business development
- Bachelor's degree
- Business Administration
- Flexible schedule
Quick apply
Banking Sales Executive
Gorec.ai —Remote
- ₹4,00,000 - ₹6,00,000 a year
- Full-time
- Remote
- Sales
- English
- Financial services
Quick apply
8d
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
Insurance Advisory - Multi Lingual ( English, Telugu) (Remote)
Tacterial Consulting —Remote
- Full-time
- Remote
- English
- Analysis skills
- Communication skills
- Work from home
ABM Campaigns Specialist
Termgrid Inc. —Remote
- Full-time
- Remote
- Master's degree
- Financial services
- AI
Quick apply
12d
Accounting Manager
Fresh Prints —Remote
- Remote
- Management
- Accounting
- QuickBooks
Quick apply
3d
Sales Advisor
MyYogaTeacher —Remote
- Remote
- English
- Communication skills
- Negotiation
- Health insurance
Chief Solution Architect
BigRio —Remote
- ₹40,00,000 - ₹60,00,000 a year
- Full-time
- Remote
- English
- Master's degree
- AWS
- Paid time off
- Work from home
Quick apply
Accounting Specialist
A-Z for Remote jobs —Remote
- ₹2,30,986.02 - ₹5,23,197.85 a year
- Email
- Remote
- Research
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Pega and appian recruiter
Ultimech —Remote
- Email
- Remote
- Recruiting
- Communication skills
- Negotiation
Engagement Manager - Remote Nonprofit Accounting Manager
Sutro Li —Remote
- Full-time
- Remote
- Project management
- QuickBooks
- Paid holidays
- Health insurance
eLearning Project Lead and Instructional Designer
Saffron Interactive Ltd —Remote
- ₹6,25,000 - ₹12,25,000 a year
- Full-time
- Remote
- English
- Project management
- Work from home
- Paid sick time
Quick apply
Customer Success Engineer
Skyflow —Remote
- Full-time
- Remote
- Azure
- Databases
- AWS
- Health insurance
- Paid time off
Manager, Solutions Engineering (India)
OpenAI —Remote
- Full-time
- Remote
- APIs
- Communication skills
Cruise Counselor / Cruise Booking Agents ( Travel Domain experience is must)
Avista Web Technologies —Remote
- Weekend availability
- Remote
- Bilingual
- Spanish
- Sales
Position - Senior Director of Sales (APAC)
Questionlab —Remote
- Email
- Remote
- Master's degree
- Presentation skills
- Bachelor's degree
Build Your Own Income Stream in the Finance Industry
Choleric Group —Remote
- ₹11,870.54 - ₹1,59,551.02 a month
- Part-time
- Remote
- 12th Pass
- Bachelor's degree
- Communication skills
- Health insurance
- Work from home
Quick apply
9d
Business Lead
Brandtech+ —Remote
- Remote
- Business development
- AI
Quick apply
11d
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

client advisor jobs in remote

Client Success Analyst - Remote

Client Acquisition Executive Grade-3

Banking Sales Executive

Sales Advisor

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

ABM Campaigns Specialist

Accounting Manager

Sales Advisor

Chief Solution Architect

Accounting Specialist

Pega and appian recruiter

Engagement Manager - Remote Nonprofit Accounting Manager

eLearning Project Lead and Instructional Designer

Customer Success Engineer

Manager, Solutions Engineering (India)

Cruise Counselor / Cruise Booking Agents ( Travel Domain experience is must)

Position - Senior Director of Sales (APAC)

Build Your Own Income Stream in the Finance Industry

Business Lead

Pre-sales Consultant, India

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