Remote Client Account Specialist: Warm Leads & Coaching

Lever, Inc.; Rochester (NH); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role features structured days, warm-lead conversations, and coaching as you ramp. This position emphasizes meaningful conversations with leads and a smooth onboarding path.

Ideal candidates demonstrate fast learning on tools, the ability to maintain professional video presence, and a commitment to respectful client interactions. No office is required, offering a flexible remote setup.

Qualifications

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

Responsibilities

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching while you ramp and ongoing follow-up with leads.

Job description

Lever, Inc. is seeking a remote financial-services professional based in the United States. The role features structured days, warm-lead conversations, and coaching as you ramp. This position emphasizes meaningful conversations with leads and a smooth onboarding path.

Ideal candidates demonstrate fast learning on tools, the ability to maintain professional video presence, and a commitment to respectful client interactions. No office is required, offering a flexible remote setup.