Jobs at First Gen Financial

• Generate and close new B2B accounts through consultative, solution-based selling.
• Manage the full sales cycle: prospecting, discovery, pitching, negotiating, and onboarding.

• Manage complex calendars for the CEO and COO, scheduling and prioritizing meetings across multiple time zones
• Coordinate travel arrangements, including flights, accommodations, and itineraries

• Own weekly, biweekly, and monthly billing and reconciliation reporting across multiple payroll and enrollment data sources
• Stand up finance processes, infrastructure and tools from scratch, you're not waiting on someone else to build the system, you're building it.

Job Title: Customer Success Manager
Department: Customer Success
Report to: Director of Customer Success
Location: Remote

Position Summary

The Customer Success Manager (CSM) serves as the primary point of contact for clients & members, ensuring they achieve maximum value from our products a...

The Customer Success Manager (CSM) serves as the primary point of contact for clients & members, ensuring they achieve maximum value from our products and services. This role is responsible for building long-term relationships, driving adoption, and proactively addressing customer needs to re...

• Own and manage the marketing technology stack (CRM, marketing automation, analytics tools), ensuring systems are integrated and functioning efficiently.
• Build, manage, and optimize marketing workflows, campaign operations, and lead routing processes.

• Lead, coach, and develop a team of 3–4 Customer Success Managers, providing performance feedback, career development, and day-to-day guidance.
• Support hiring, onboarding, and training as the CS team scales, helping build a high-performing organization.

• Source, qualify, and onboard new broker and strategic partners
• Build and manage a high-performing portfolio of partnerships that consistently generate new business

Title: Billing Specialist
Location: Remote (U.S.

• Design, build, and ship internal tools and customer-facing features using low-code/no-code platforms alongside traditional development
• Apply AI and automation to streamline workflows, reduce manual work, and unlock new business capabilities across operations, customer success, finance, and distribution