Remote Client Care Manager — Warm Leads, Coaching & Growth

Lever, Inc.; Providence (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days, coaching as you ramp, and a clear point for families protecting income.

This role emphasizes fast learning, clean video presence, and respectful client service, with a leadership track for high performers. No fixed office is required, enabling a remote-first setup and a focus on delivering high-quality follow-ups.

Qualifications

• Must be able to manage time and meet follow-up deadlines.
• Excellent communication and video presence.

Responsibilities

• Engage warm leads and guide conversations via structured daily routines.
• Provide coaching and ramp support to new hires or team members.
• Maintain professional client interactions and uphold high service standards.

Job description

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days, coaching as you ramp, and a clear point for families protecting income.

This role emphasizes fast learning, clean video presence, and respectful client service, with a leadership track for high performers. No fixed office is required, enabling a remote-first setup and a focus on delivering high-quality follow-ups.