ZipRecruiter

Log In

2

Customer Success Associate Remote Jobs in Raleigh, NC

Jaggaer

Partner Success Director

Durham, NC · On-site +1

Our 1,300+ global employees are obsessed with ensuring customers get full value from our products ... Delivery & Success Framework * Create and maintain delivery assets, methodologies, and best ...

HealthCare

Partner Success Manager

Raleigh, NC · Remote

... customer satisfaction, and take some of the guesswork and inefficiencies out of buying insurance ... Overview We're hiring a Partner Success Manager to drive revenue growth by owning the performance ...

InsCipher

Tax Associate

Durham, NC · Remote

$21 - $26/hr

At InsCipher, our commitment to our customers is what drives us. Ours is a culture of innovation ... Remote to join our team. Under the direction of the Filing Services Team Lead this role will be ...

InsCipher

Tax Associate

Raleigh, NC · Remote

$21 - $26/hr

At InsCipher, our commitment to our customers is what drives us. Ours is a culture of innovation ... Remote to join our team. Under the direction of the Filing Services Team Lead this role will be ...

next page

Showing results 1-20

People also search for

All JobsCustomer Success Associate JobsCustomer Success Associate Remote JobsCustomer Success Associate Remote Jobs in Raleigh, NC

Customer Success Associate Remote information

See Raleigh, NC salary details

$18K

$51.5K

$90.4K

How much do customer success associate remote jobs pay per year?

As of Jun 11, 2026, the average yearly pay for customer success associate remote in Raleigh, NC is $51,512.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $63,700.00 per year, depending on experience, location, and employer.

What is a Customer Success Associate (Remote)?

A Customer Success Associate (Remote) is a professional who works from a remote location to help customers achieve their goals with a company's products or services. Their responsibilities often include onboarding new clients, providing support, addressing customer concerns, and ensuring satisfaction to promote retention and loyalty. They act as a bridge between the customer and the company, helping to solve problems and providing guidance. Effective communication and problem-solving skills are essential in this role. Working remotely allows greater flexibility but also requires strong self-motivation and time management.

What is the difference between Customer Success Associate Remote vs Customer Support Specialist?

AspectCustomer Success Associate RemoteCustomer Support Specialist
Primary FocusBuilding long-term customer relationships and ensuring product adoptionHandling technical issues and resolving customer inquiries
Required SkillsCommunication, relationship management, product knowledgeTechnical troubleshooting, problem-solving, communication
Work EnvironmentRemote, collaborative with sales and success teamsRemote or on-site, technical support teams
Common CertificationsCustomer success or account management certificationsTechnical support or IT certifications

While both roles involve customer interaction, a Customer Success Associate Remote focuses on fostering ongoing relationships and ensuring customer satisfaction, whereas a Customer Support Specialist primarily addresses technical issues and troubleshooting. Understanding these differences helps candidates choose the role that aligns with their skills and career goals.

Do CSMS make good money?

Customer Success Managers (CSMs) in a remote role typically earn a salary that ranges from $50,000 to $90,000 annually, depending on experience, industry, and location. Many also receive performance bonuses and benefits, making the role financially rewarding for those with strong communication and problem-solving skills.

Is remote CSR a stressful job?

A remote Customer Success Associate role can involve handling customer inquiries, troubleshooting issues, and maintaining client relationships, which may lead to stress during high-volume periods or challenging interactions. However, many remote CSRs find that flexible schedules and the ability to work from home help manage stress levels, especially when supported by proper training and clear communication tools.

How does a Customer Success Associate working remotely typically collaborate with other teams to resolve client issues?

As a remote Customer Success Associate, collaboration with teams such as Sales, Product, and Support is often conducted through digital communication tools like Slack, Zoom, or project management platforms. You’ll regularly coordinate with these departments to gather information, escalate technical issues, and ensure customer concerns are thoroughly addressed. Effective communication and timely follow-ups are essential, as remote work relies heavily on clear documentation and proactive updates. Building strong virtual relationships with colleagues helps streamline the resolution process and enhances the overall customer experience.

How to become a remote CSM?

To become a remote Customer Success Manager (CSM), candidates typically need a bachelor's degree in a relevant field, strong communication and problem-solving skills, and experience in customer service or account management. Familiarity with customer success tools like CRM software and the ability to work independently are also important. Gaining certifications such as Customer Success Manager (CSM) certification can enhance prospects.

How to make $80,000 a year working from home?

A Customer Success Associate working remotely can reach an $80,000 annual salary by gaining experience, developing strong communication and technical skills, and working for companies that offer competitive pay and performance bonuses. Advancing to senior or specialized roles, obtaining relevant certifications, and demonstrating measurable success can also increase earning potential.

What are the key skills and qualifications needed to thrive as a Customer Success Associate (Remote), and why are they important?

To thrive as a Customer Success Associate (Remote), you need strong problem-solving abilities, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM systems like Salesforce or HubSpot, as well as proficiency in communication and support platforms, is typically required. Outstanding interpersonal skills, adaptability, and proactive communication set top performers apart in this role. These skills ensure customers receive effective support and build loyalty, driving retention and satisfaction in a virtual environment.
What are the most commonly searched types of Customer Success Remote jobs in Raleigh, NC? The most popular types of Customer Success Remote jobs in Raleigh, NC are:
What are popular job titles related to Customer Success Associate Remote jobs in Raleigh, NC? For Customer Success Associate Remote jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Customer Success Associate Remote jobs in Raleigh, NC look for? The top searched job categories for Customer Success Associate Remote jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Customer Success Associate Remote jobs? Cities near Raleigh, NC with the most Customer Success Associate Remote job openings:
Customer Success Associate Remote jobs near you
Infographic showing various Customer Success Associate Remote job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $51,512 per year, or $24.8 per hour.

Client Success Manager III - Retirement Plans

Definiti

Cary, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Job Type
Full-time
Description
Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.
PURPOSE OF POSITION
The Client Success Manager III is responsible for overseeing client success activities for the most complex and/or highest-revenue clients, ensuring timely completion of annual plan tasks, monitoring project deadlines, and facilitating communication between clients and internal teams. This role requires the ability to manage multiple complex projects, possess a proactive problem-solving mindset, and excel in written and verbal communication with both internal and external partners. The Client Success Manager III is a strategic partner to the Vice President, Client Success & Relationships and coaches and mentors Client Success Managers I and II across PODs.
PRIMARY DUTIES AND RESPONSIBILITIES
  • Key point of contact for clients and advisors, ensuring client satisfaction and retention of their book of business
  • Responsible for following up with clients on year-end data collection, 5500 filings, lost earnings, deposits for submission, Form 5330 filings, document and amendment signatures, service agreement signatures, and other outstanding annual requirements
  • Monitor and report on project status, missed deadlines, and outstanding tasks using PensionPro and other reporting tools
  • Ensure timely and professional responses to client communications, follow up on escalations and unresolved inquiries, assist clients in understanding fiduciary responsibility and keeping them informed of regulatory and legislative updates, and collaborate with Retirement Plan Consultants (RPCs) on plan amendments if needed
  • Assist in the cross-selling of complimentary Definiti services
  • Coordinate with RPCs to verify project launches and task handoffs, and maintain oversight of plan wrap-up activities
  • Assist with implementation and conversion processes in partnership with New Business Implementation (NBI) by collaborating with NBI and other teams as needed
  • Assist, as needed, with updating recordkeeping platforms and other tasks associated with client service
  • Lead annual client reviews and meetings, providing proactive engagement and support for document-related issues
  • Maintain accurate documentation and records for compliance and audit purposes
  • Work in conjunction with all departments across Definiti to ensure client and advisor satisfaction and exceed retention goals
  • Identify and engage with high-risk clients to mitigate any controllable client losses
  • Contribute to the ongoing development and refinement of Client Success Manager processes and best practices
  • Lead POD-level coordination and continuity of client experience
  • Coach and mentor CSMs across PODs
  • Identify service gaps and process improvements
  • Partner closely with Sales, Operations, and Leadership on retention strategies

Requirements
COMPETENCIES REQUIRED
  • Strong organizational and project management skills
  • Excellent written and verbal communication and client service abilities
  • Proficiency with PensionPro or similar TPA management software
  • Ability to work collaboratively across teams and adapt to evolving processes
  • Prioritizes time management to meet deadlines and maintain project timelines
  • Demonstrates exceptional attention to detail and highly developed organizational skills
  • Possesses strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies
  • Demonstrates improved client retention and reduced escalations
  • Demonstrates status as a trusted advisor with clients
  • Strong peer and cross-functional influence
  • Demonstrates retention and satisfaction of strategic accounts
  • Demonstrates leadership without direct reports
  • Demonstrates measured improvements to service model execution

EDUCATION AND QUALIFICATIONS
  • High School Diploma or GED required
  • Bachelor's degree preferred
  • Minimum of 5 years of experience in the retirement plan administration industry
  • Broad knowledge of the retirement plan industry; ASPPA QKA designation or NIPA equivalent preferred
  • Minimum of 5 years of experience in a client-facing customer support role

REMOTE WORKING REQUIREMENTS
As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
  • A virtual-first work philosophy for most jobs
  • 401(k) with up to 4% match
  • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn't accrue.
  • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

Apply