Remote Client Account Representative

Lever, Inc.; Canton (OH); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp

Job summary

Lever, Inc. is seeking a remote financial-services professional in the United States to engage with warm leads, follow up promptly, and coach teammates as you ramp. The role emphasizes a structured day and no office requirement.

Training precedes performance and success is driven by client-first communication and reliable outcomes. Strong performers will have access to a leadership track as you scale your impact in a fully remote environment, with an emphasis on timely conversations and

Qualifications

• Excellent follow-up skills and reliability are essential.
• Comfort with video calls and professional presence.
• Ability to learn new tools quickly and apply them in practice.

Responsibilities

• Engage warm leads with a structured daily plan and timely follow-up.
• Provide coaching and support as you ramp, helping clients achieve goals.
• Maintain professional, respectful communication with clients and stakeholders.

Skills

On-time follow-up

Clear video presence

Fast learning on tools

Respect for client

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