Remote Client Relations Specialist - Warm Leads & Coaching

Lever, Inc.; Elgin (IL); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services role designed for a flexible, work-from-home environment. You will engage with warm-lead conversations, receive coaching while you ramp, and contribute to a customer-focused pipeline with structured days.

No office required, emphasizing efficiency and clear communication. This position rewards high performers with a leadership track and emphasizes accountability, timely follow-up, and maintaining a strong professional presence on video calls.

Qualifications

• Demonstrated ability to follow up with leads promptly and professionally.
• Maintain a professional video presence for virtual interactions.
• Able to quickly learn and use sales tools and software.
• Show respect and empathy in client communications.

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 role designed for a flexible, work-from-home environment. You will engage with warm-lead conversations, receive coaching while you ramp, and contribute to a customer-focused pipeline with structured days.

No office required, emphasizing efficiency and clear communication. This position rewards high performers with a leadership track and emphasizes accountability, timely follow-up, and maintaining a strong professional presence on video calls.