Remote Customer Success & Sales Specialist – Virtual Client Engagement & Consultative Support – 100% Remote

About brighthush

brighthush is a forward‑thinking, customer‑centric organization that empowers families and individuals to achieve financial confidence and peace of mind. With a mission rooted in transparency, integrity, and innovation, brighthush delivers tailored solutions that protect what matters most. Whether you’re a seasoned professional or an ambitious newcomer, you’ll find a culture that values growth, collaboration, and a genuine commitment to client success.

Why Join brighthush?

At brighthush, we believe that every team member is a catalyst for change. Our remote-first environment gives you the flexibility to work from anywhere in the United States while staying connected to a vibrant community of experts who share your passion for service excellence. We invest in your development through comprehensive training, ongoing coaching, and a clear career ladder that rewards performance, creativity, and dedication.

Position Overview

We are seeking a highly motivated Remote Customer Success & Sales Specialist to become the voice of brighthush. In this hybrid role, you will blend customer support with consultative sales, guiding clients through their journey from initial contact to long‑term partnership. You’ll work exclusively with pre‑qualified leads, ensuring a smooth, personalized experience that drives satisfaction and revenue.

Key Responsibilities

• Virtual Client Engagement: Conduct scheduled video or phone appointments, building rapport and establishing trust from the first interaction.
• Needs Assessment: Listen actively to understand each client’s unique circumstances, goals, and challenges.
• Solution Recommendation: Match clients with the most appropriate products or services, articulating benefits in clear, compelling language.
• Relationship Management: Provide ongoing support, follow‑ups, and proactive outreach to nurture long‑term loyalty.
• Lead Management: Handle pre‑qualified leads efficiently, ensuring timely responses and high conversion rates.
• Data Accuracy: Maintain accurate records in our CRM, documenting interactions, outcomes, and next steps.
• Collaboration: Work closely with the marketing, product, and finance teams to refine messaging and improve client experience.
• Continuous Improvement: Share insights and feedback to help shape future training, processes, and product offerings.

Essential Qualifications

• Minimum of 2 years’ experience in customer service, client success, or sales—preferably in a remote setting.
• Proven track record of meeting or exceeding sales targets and customer satisfaction metrics.
• Excellent verbal and written communication skills, with the ability to simplify complex concepts.
• Strong problem‑solving mindset and the ability to think on your feet.
• Self‑motivated, disciplined, and comfortable working independently while staying aligned with team goals.
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office or Google Workspace.
• Basic understanding of financial or insurance products is a plus, but not required.

Preferred Qualifications

• Experience in a consultative sales environment where you guided clients through multi‑step purchasing decisions.
• Knowledge of the financial services or insurance industry.
• Prior experience with remote work tools such as Zoom, Teams, or Slack.
• Demonstrated ability to manage a high volume of leads while maintaining quality interactions.
• Comfortable with data analysis and reporting to track performance metrics.

Key Skills & Competencies

• Customer‑First Mindset: Always prioritize the client’s best interests and deliver exceptional service.
• Communication: Articulate ideas clearly, listen actively, and adapt tone to diverse audiences.
• Consultative Selling: Ask insightful questions, uncover pain points, and propose tailored solutions.
• Time Management: Balance multiple client interactions, follow‑ups, and administrative tasks efficiently.
• Adaptability: Thrive in a fast‑moving environment and embrace change with a growth mindset.
• Team Collaboration: Contribute to a supportive, knowledge‑sharing culture.
• Technology Savvy: Quickly learn new tools and platforms to enhance productivity.

Career Growth & Learning Opportunities

At brighthush, your career trajectory is designed to evolve with your ambitions. As a Remote Customer Success & Sales Specialist, you’ll have the chance to:

• Progress to a Senior Specialist or Team Lead role, overseeing a group of remote agents.
• Transition into product management or marketing, leveraging your client insights.
• Earn certifications in sales, customer success, or industry‑specific knowledge through our partnership with leading educational platforms.
• Participate in quarterly innovation workshops where you can propose new features or service enhancements.
• Attend virtual conferences and webinars to stay ahead of industry trends.

Work Environment & Culture

brighthush’s remote-first philosophy means you can work from any U.S. location that suits your lifestyle. We foster a culture of:

• Flexibility: Set your own schedule within core hours to balance work and personal commitments.
• Transparency: Open communication channels with leadership and peers through weekly town halls and real‑time chat.
• Recognition: Celebrate wins—both big and small—through monthly shout‑outs, spot bonuses, and a peer‑to‑peer appreciation program.
• Inclusivity: A diverse workforce that values different perspectives and promotes equal opportunity.
• Well‑Being: Access to virtual wellness programs, mental health resources, and a generous paid time off policy.

Compensation & Benefits

We offer a competitive, performance‑driven compensation package that rewards your impact:

• Base Salary: Competitive market rate for remote customer success professionals.
• Uncapped Commission: Earn unlimited commissions on closed deals—your earnings are directly tied to your success.
• Performance Bonuses: Quarterly bonuses for exceeding key metrics such as conversion rate, customer satisfaction, and revenue targets.
• Pre‑Qualified Leads: Receive a steady stream of vetted prospects, eliminating the need for cold calling.
• Full Training Program: Comprehensive onboarding covering product knowledge, sales techniques, and customer service best practices.
• Health & Wellness: Health, dental, and vision insurance options (subject to eligibility), along with a 401(k) match program.
• Professional Development: Reimbursement for industry certifications, courses, and conferences.
• Technology Stipend: Monthly allowance for home office equipment and high‑speed internet.

How to Apply

Ready to bring your passion for client success to brighthush? Click the link below to submit your application and join a team that values innovation, integrity, and impact.

Apply to This Job

Final Thoughts

At brighthush, you’re not just filling a role—you’re shaping the future of client experience in a dynamic, remote‑first environment. If you thrive on building relationships, solving problems, and driving results, we invite you to apply today and become an integral part of our mission to empower families with confidence and peace of mind.