Success Coach jobs in United States

Explore 7 matching jobs.

eMoney Advisor

Client Success Coach

eMoney Advisor

Posted: 10/19/2026
Great Minds

Success Coach

Great Minds

Posted: 10/15/2026
Growing Home, Inc.

Early Childhood Success Coach, Parent Educator

Growing Home, Inc.

Posted: 10/9/2026
UCP of Central Florida

Success Coach – Virtual School, K-5th

UCP of Central Florida

Posted: 10/5/2026
CORE, powered by The Rogers Foundation

Scholar Success Coach

CORE, powered by The Rogers Foundation

Posted: 10/2/2026
UMS

Academic Success Coach

UMS

Posted: 9/24/2026
GCU

Academic Success Coach

GCU

Posted: 9/22/2026
Great Minds

Success Coach

Great Minds

Posted: 9/17/2026
eMoney Advisor

Client Success Coach

eMoney Advisor
Posted 10/19/2026full-timeRemote • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in software training and consultancy within the FinTech industry, focusing on adult learning principles and effective communication with diverse audiences. Proficient in utilizing learning management systems and e-learning tools to enhance user engagement and product adoption.

Highest-signal resume keywords
Software Training ExperienceLearning Management SystemsFinancial Advisory Services KnowledgeStrong Communication SkillsProblem-Solving Ability

About the role

Key responsibilities & impact
  • Enhance user product knowledge and increase adoption of the eMoney platform
  • Develop and execute scalable learning initiatives
  • Provide consultative onboarding and customized coaching for advisors implementing the eMoney platform
  • Execute onboarding programs, monitor progress and advisor satisfaction, and adjust coaching topics as needed
  • Maintain knowledge of key features for new clients and partners launched on the eMoney platform
  • Encourage users to complete coaching programs and re-engage inactive users
  • Communicate with users to keep them on track and develop product knowledge through additional programs
  • Participate in targeted engagement initiatives to improve retention through product adoption
  • Identify and communicate usability, procedural, and technical issues to leadership
  • Participate in onboarding programs for large enterprise firms
  • Assist with department documentation and perform other assigned duties

Requirements

What you’ll need
  • Bachelor’s degree in Computer Science, Education, Information Technology, or equivalent work experience
  • 2+ years of experience in software training or software consultancy in the FinTech Industry with a focus on adult learning principles
  • Working knowledge in learning management systems and e-learning tools
  • Working knowledge of financial advisory services preferred
  • Working knowledge of financial terms and concepts
  • 0-5% travel
  • Strong verbal and written communication and interpersonal skills
  • Ability to communicate effectively with technical and non-technical audiences
  • Problem-solving ability in a teamwork, innovation, and excellence-oriented environment
  • Ability to adapt to change and competing demands
  • Creative approach to delivering coaching solutions
  • Strong organizational skills and attention to detail
  • Ability to interact with all levels of the organization
  • Strong competence surrounding financial instruments, planning techniques, and the financial industry
  • Ability to comprehend and communicate technical, industry, and product-specific concepts
  • Proficient with Microsoft Office applications including PowerPoint, Excel, and Word
  • Proficient with Salesforce

Benefits

Comp & perks
  • Annual bonus program
  • Retirement contributions
  • Health insurance
  • Sick leave
  • Parental leave
  • Paid time off
  • Inclusive, people-first culture
  • Equal employment opportunity workplace

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Software ConsultancyAdult Learning PrinciplesFinancial Terms and ConceptsCoaching Solutions DevelopmentOrganizational SkillsAttention to DetailTechnical CommunicationFinancial Instruments Knowledge
Soft Skills
Interpersonal SkillsAdaptabilityTeamworkCreativity
Tools & Technologies
Microsoft OfficeSalesforceE-Learning Tools
Industry Keywords
FinTech IndustryUser AdoptionOnboarding ProgramsProduct KnowledgeEngagement Initiatives