Member Experience Specialist - Remote

Lever, Inc.; Penn Hills (Allegheny County); Remote; USD 60,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, guide conversations, and coach new teammates as you ramp. This role emphasizes structured days, no office required, and a pipeline built from warm prospects.

You are expected to follow up promptly, maintain a professional video presence, and learn tools quickly while delivering value to clients. Remote work offers flexibility and the opportunity to grow within a fast-moving team focused on client success

Qualifications

• Experience with warm leads and customer outreach.
• Ability to learn new tools quickly.
• Strong follow-up and client respect.
• Comfort with remote, video-based communication.

Responsibilities

• Engage with warm leads via calls or video.
• Maintain structured daily activities.
• Provide coaching while ramping.
• Deliver on-time follow-up and client care.

Skills

Warm-lead communication

Fast learning

Client respect

Video presence

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