Remote Client Care Specialist - Warm Leads & Growth Path

Lever, Inc.; Livonia (MI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching & ramp program

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations from onboarding through ramp. This role emphasizes structured days, coaching, and consistent follow-up with clients.

The ideal candidate communicates clearly, learns new tools quickly, and respects the client, with opportunities for leadership progress for high performers.

Qualifications

• Reliability in following up with leads and clients.
• Professional video presence for remote engagement.
• Ability to quickly learn new sales/tools used in client conversations.
• Demonstrates respect and courtesy in all client interactions.

Responsibilities

• Engage with warm leads in a remote financial-services setup.
• Structure daily activities and maintain steady client communication.
• Provide coaching and ramp support as you onboard.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations from onboarding through ramp. This role emphasizes structured days, coaching, and consistent follow-up with clients.

The ideal candidate communicates clearly, learns new tools quickly, and respects the client, with opportunities for leadership progress for high performers.