Remote Client Intake Specialist - Warm Leads & Growth

Lever, Inc.; Bartlesville (OK); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional for a role with structured days, warm-lead conversations, and coaching as you ramp. You will collaborate with client teams, manage follow-ups, and track outcomes in a fast-paced, service-driven environment.

This position requires no office, offers a steady pipeline of warm leads, and a clear path to leadership for high performers. Training precedes performance expectations to ensure you hit the ground running and deliver

Job description

Lever, Inc. is seeking a remote financial-services professional for a role with structured days, warm-lead conversations, and coaching as you ramp. You will collaborate with client teams, manage follow-ups, and track outcomes in a fast-paced, service-driven environment.

This position requires no office, offers a steady pipeline of warm leads, and a clear path to leadership for high performers. Training precedes performance expectations to ensure you hit the ground running and deliver