Top Remote Fintech Jobs

Manage a high-volume sales pipeline, present accounting and tax services through Google Meet, educate small business clients, build relationships, follow up throughout the sales cycle, and maintain accurate CRM records. The role requires consultative selling, strong communication, disciplined time management, technology adaptability, and achievement of sales targets in a fully remote environment.

Develops and grows business account relationships through prospecting, consultative sales, presentations, referrals, and deal execution. Manages pipelines, closes new business, expands existing portfolios, and partners with internal teams to retain customers. The role requires business card or payments sales expertise, credit and financial assessment skills, CRM proficiency, and relationship management with mid-size to large businesses. Travel is required locally, regionally, and occasionally nationally.

Build and modernize backend services supporting patient scheduling, order management, and patient access workflows. Improve scalability, reliability, and maintainability across legacy healthcare applications, microservices, containerized infrastructure, and Kubernetes platforms. Collaborate with engineering, platform, product, and support teams while using CI/CD, automation, automated testing, and AI-assisted development practices to address complex technical challenges.

Owns end-to-end HR operations for US and Canadian employees and contractors, including onboarding, offboarding, benefits, employee records, compliance, employee relations, performance management, compensation reviews, manager training, and HR systems. The role administers Rippling, Lattice, and Ashby, supports SOC 2 compliance, coaches managers through performance issues and PIPs, maintains policies, and coordinates benefits and training vendors.

Manage multiple client implementation projects from contract signature through launch. Develop project plans, coordinate internal and external stakeholders, manage scope and risks, resolve roadblocks, report status, improve onboarding processes, support presales activities, and lead customer training. Collaborate with compliance, operations, finance, support, and sales teams to deliver successful real-time payments implementations.

Supports credit assurance programs, credit risk reviews, exposure monitoring, and accurate risk reporting. Prepares management reports, assists with audits and regulatory examinations, collaborates with credit, risk, compliance, and audit teams, and recommends process improvements. The role promotes regulatory compliance, risk awareness, data accuracy, and effective credit assurance practices.

Provide personalized tax planning advice to financial advisory members, review tax situations, recommend strategies, answer tax questions, research tax issues, create withholding recommendations, and educate internal teams. The role focuses on Roth conversions, charitable giving, rental properties, business planning, equity compensation, and individual tax law while coordinating with financial planners and planning leadership.

Own lender customer relationships from implementation through post-go-live, advising on mortgage workflow configuration, answering product questions, handling objections, supporting demos, and translating customer feedback to Product and Engineering. The role requires direct mortgage lender experience, customer-facing communication, deep mortgage lifecycle knowledge, hands-on loan origination system experience, and willingness to travel approximately monthly. The CSM will also help establish the company’s customer success playbook.

Reviews closed mortgage loan files for completeness, underwriting and mortgage insurance compliance, and insurability. Manages a loan pipeline, interprets DU and LP findings, identifies discrepancies, researches guidelines, and resolves post-closing exceptions with internal and external stakeholders. Supports quality control, process improvement, accurate issue tracking, and regulatory compliance while maintaining confidentiality and meeting productivity standards in a remote environment.

Conducts equipment research, residual and collateral valuation, market analysis, and portfolio monitoring for equipment finance transactions. Prepares valuation reports for credit review, manages off-lease equipment disposition, and maximizes portfolio value through remarketing, renewals, and early terminations. The role also coordinates with appraisers, remarketers, internal stakeholders, and management while ensuring compliance with credit policies, lease standards, and audit requirements.