Client Success Associate - Work From Home

Lever, Inc.; Pawtucket (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and support clients who request guidance through web presentations from a home office.

The position emphasizes helping families and delivering meaningful work with a flexible schedule. The ideal candidate communicates clearly, thrives without direct supervision, and is open to a proven process with a focus on benefits conversations rather

Qualifications

• Clear and human communication is essential.
• Disciplined and able to work without direct supervision.
• Open to following a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Support and enroll clients who request guidance.
• Work with a growing team and use provided tools and mentorship.
• Deliver web presentations from a home office setting.
• Create a schedule that fits real-life commitments.

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"