Remote Client Advocate - Warm Leads, Coaching & Growth Path

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

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