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Remote Ex Financial Advisor Jobs in Delaware (NOW HIRING)

Truveris

Customer Success Director

Wilmington, DE · On-site +1

$120K - $150K/yr

... primary advisor and account owner for a small portfolio (3-5) of our most complex clients ... This role is fully remote, with travel required for key client engagements. Key Responsibilities

EnerSys

District Sales Manager

Hockessin, DE · Remote

Remote Northeast-50% travel * Quartelry Incentive Pay * Paid time off plus paid holidays * Medical ... Develop compelling value propositions supported by financial impact analysis, feasibility ...

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All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Delaware

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

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Customer Success Director

Truveris

Wilmington, DE • On-site, Remote

$120K - $150K/yr

Full-time

Re-posted 29 days ago

Job description

Description
Customer Success Director
Strategic Accounts | PBM Contract Advisory
Wilmington, Delaware 19807 • Remote Role with Travel
About Truveris
Truveris is a pharmacy cost containment company dedicated to reducing pharmacy costs and driving transparency for employers and benefit consultants. Our proprietary, data-driven technology and deep industry expertise empower smarter pharmacy benefit decisions through contract optimization and PBM oversight. Independent and unbiased, Truveris delivers measurable savings and accountability across every pharmacy program. For more information, visit www.truveris.com.
Position Overview
Truveris is hiring a Customer Success Director (Strategic Accounts) to serve as the primary advisor and account owner for a small portfolio (3-5) of our most complex clients, primarily in the public sector.
This role is best suited for someone who brings deep, hands-on expertise in PBM contracting and enjoys operating as a consultative, strategic advisor to senior stakeholders. You will guide clients through PBM pricing structures, guarantees, procurement processes, and vendor negotiations-helping them maximize value and reduce cost across their pharmacy programs.
You will have end-to-end ownership of each account, driving cross-functional alignment while building trusted relationships with procurement leaders and senior benefits stakeholders. You will be accountable for client outcomes, retention, and renewal strategy, partnering closely with Sales and leadership to structure long-term agreements.
Success in this role requires strong executive presence, high autonomy, and the ability to simplify complex, high-stakes decisions. This role is fully remote, with travel required for key client engagements.
Key Responsibilities
  • Serve as the strategic advisor and primary owner for 3-5 large, complex client accounts
  • Lead PBM contract strategy discussions, including pricing models, guarantees, compliance, and performance optimization
  • Guide clients through RFP strategy, evaluation, and negotiation readiness with PBM vendors
  • Own the renewal strategy and execution (scope, term, pricing), partnering with Sales and leadership as needed
  • Build trusted relationships with procurement teams and senior benefits leaders, earning credibility through insight, not just service
  • Translate complex data and contract terms into clear, actionable recommendations for executive stakeholders
  • Identify and drive opportunities to expand Truveris' solutions through a consultative, value-driven approach
  • Own the development and quality assurance of client-facing materials and analyses, ensuring clarity, accuracy, and executive-level polish
This Role Is a Strong Fit If You
  • Have deep, working knowledge of PBM contracts and can independently advise clients
  • Thrive in complex, high-stakes client environments, particularly in the public sector
  • Are seeking a consultative, advisory role
  • Are comfortable owning strategic relationships and outcomes end-to-end
  • Bring strong executive presence and credibility with senior stakeholders
Required Qualifications
  • 8+ years of hands-on PBM experience, including direct involvement in:
    • Contract structure and evaluation
    • Pricing models and guarantees
    • Compliance and performance terms
  • Proven experience advising clients (externally) on PBM vendor strategy or contract decisions
  • Experience managing large, complex accounts, ideally including public sector clients and procurement processes
  • Track record of owning or driving client renewals and long-term agreements
  • Strong ability to translate complex financial or contractual concepts into clear recommendations
  • Experience as a Strategic Account Manager, Key Account Director, Customer Success Director, or PBM/Benefits Consultant
  • Demonstrated ability to engage and influence CFOs, procurement leaders, and senior benefits stakeholders
  • High degree of autonomy and confidence in owning client relationships and outcomes
Compensation
Base Salary: $120,000 - $150,000
Equal Employment Opportunity
Truveris provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please review our CCPA/CPRA policies.

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