A financial technology companyHiring

Client Success Coach

  • Remote, worldwide
  • Mid-level
  • Posted 10 days ago
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or apply from Claude / ChatGPT / Muse

In one line

Onboarding and coaching role teaching financial advisors to use a planning platform, with remote-friendly training sessions and little travel.

About the role

Owns a consultative onboarding program for new and long-time users, adjusting topics as advisors put the platform into their daily workflow. Re-engagement of quiet users is part of the work.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, worldwide
Seniority
Mid-level
Skills
Adult learning, Learning management systems, E-learning tools, Financial advisory services, FinTech
Posted
19 Oct 2026
Last checked
29 Oct 2026

What you will do

  • Run customized onboarding sessions and adjust coaching topics as advisors progress
  • Reach out to users who have gone quiet to raise their use of the platform
  • Flag usability or technical problems to leadership and keep department docs current

What they look for

  • Degree in computer science, education or IT, or equal work experience
  • Two or more years training or consulting on software in fintech, focused on adult learning
  • Familiar with learning management systems and e-learning tools
  • Understanding of financial terms and advisory services
  • Organized, self-directed and able to handle competing demands

Nice to have

  • Experience with financial advisory services
  • Comfort presenting to both technical and non-technical audiences

A typical week

  • Coach advisors through scheduled onboarding sessions
  • Check progress and satisfaction, then tweak the coaching plan
  • Contact users to restart stalled learning programs
  • Join engagement efforts for large enterprise firms

How Keywordise applies for you

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job uxjxak3la2
How to connect

Questions about this job

Is this job fully remote, and from where?

Yes, it is listed as remote, and the posting does not tie it to one country.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a mid-level role. The posting asks for: degree in computer science, education or IT, or equal work experience; two or more years training or consulting on software in fintech, focused on adult learning; familiar with learning management systems and e-learning tools. Skills it names include Adult learning, Learning management systems, E-learning tools, Financial advisory services.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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