Client Success Associate - Work From Home

AO Garcia Agency; Fort Collins (CO); Remote; USD 60,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, using a structured process and tools provided by the team.

You will join a growing team with mentorship, and be empowered to build meaningful client relationships while delivering value beyond one-off calls. The schedule is flexible to fit real-life commitments.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and tools provided.
• Build meaningful client relationships while delivering value beyond one-off calls.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"