Client Success Strategist (Remote | Per-Client Pay)

Caidmax LLC; New York (NY); Remote; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Client Engagement Specialist in a remote, flexible role. This position offers a unique opportunity to connect with clients, assess their needs, and guide them toward services that empower their financial goals. You'll thrive in a performance-based environment where your efforts directly impact your earnings. Ideal for self-motivated individuals who are passionate about helping others, this role provides the freedom to work independently while being part of a supportive team dedicated to making a difference. Embrace the chance to grow and succeed with uncapped earning potential in a purpose-driven setting.

Benefits

Flexible Scheduling

Commission-Based Compensation

Opportunities for Growth

Training and Support

Qualifications

• Strong interpersonal and communication skills are essential for this role.
• Experience in consultative sales and community outreach is preferred.

Responsibilities

• Engage with prospective clients via phone, video, and email.
• Educate individuals about services and conduct needs assessments.

Skills

Interpersonal Skills

Communication Skills

Consultative Sales

Client Services

Empathy

Tools

CRM Software

Job description

Client Success Strategist (Remote | Per-Client Pay)

Be among the first 25 applicants

We’re seeking a motivated, independent contractor, commission-based, and mission-driven individual to join our team as a Client Engagement Specialist. In this remote role, you’ll use a consultative and educational approach to connect with potential clients, assess their needs, and guide them toward services that align with their goals.

This role is performance-based, compensated per successfully enrolled paying client. It’s ideal for someone who enjoys flexible work, values purposeful conversations, and is skilled at connecting people with the right solutions.

Responsibilities include:

• Engaging with prospective clients via phone, video, and email
• Educating individuals about available services, eligibility, and benefits
• Conducting needs assessments to match clients with suitable offerings
• Building trust and rapport through empathy, active listening, and clear communication
• Tracking outreach and follow-up efforts using a CRM or similar system
• Collaborating with the team to refine outreach strategies and messaging

Qualifications:

• Strong interpersonal and communication skills
• Experience in consultative sales, community outreach, or client services
• Self-motivated and comfortable working independently/remotely
• Passion for helping others and promoting financial empowerment
• Experience with underserved populations or financial coaching is a plus
• Ability to work on commission and stay results-focused

What we offer:

• 100% remote position with flexible scheduling
• Commission-based compensation with uncapped earning potential
• Opportunities for growth within a purpose-driven team
• Training, support, and resources to help you succeed

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Business Development and Sales