Remote Client Advocate — Warm-Lead Specialist

Lever, Inc.; Lafayette (LA); Remote; USD 42,000 - 66,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp. This position emphasizes timely follow-up, professional video presence, and continual learning in a client-facing environment.

The role is remote with no office requirement and offers a ramping period to get up to speed before taking ownership of client interactions.

Qualifications

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

Responsibilities

• Engage with warm leads via structured days
• Conduct conversations and coaching while ramping
• Maintain professional communication with clients

Job description

Lever, Inc. is hiring for a remote financial-services role with structured days, warm-lead conversations, and coaching as you ramp. This position emphasizes timely follow-up, professional video presence, and continual learning in a client-facing environment.

The role is remote with no office requirement and offers a ramping period to get up to speed before taking ownership of client interactions.