Client Success Associate - Work From Home

Lever, Inc.; East Orange (NJ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp-up

Job summary

Lever, Inc. is seeking a remote sales-oriented professional for a financial-services role. You will engage warm leads, conduct structured conversations, and participate in coaching as you ramp. No office required and home base flexibility are emphasized.

The role emphasizes quick learning, timely follow-up, and maintaining a professional video presence while delivering value to clients and the company.

Qualifications

• Must follow up with leads on time.
• Maintain a clean video presence during calls.
• Quickly learn new sales tools and processes.
• Show respect for clients and communicate with integrity.

Responsibilities

• Engage warm leads through remote conversations.
• Guide prospects through the sales funnel with coaching.
• Maintain structured daily routines and high activity levels.

Skills

Warm communication

Timely follow-up

Video presence

Fast learning on tools

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client