Remote Client Relationship Coach

Lever, Inc.; Waukesha (WI); Remote; USD 50,000 - 70,000; Part time

Job summary

Lever, Inc. is seeking a remote financial-services role focused on warm-lead conversations and coaching while you ramp. No office required, structured days and guided training help you start strong.

You will engage with clients who have already raised a hand, emphasizing timely follow-ups, maintaining a professional video presence, and quickly learning new tools. High performers may access a leadership track as they grow.

Qualifications

• Proven ability to follow up promptly and reliably.
• Professional video presence for virtual meetings.
• Ability to learn new tools quickly.
• Respectful communication with clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services role focused on warm-lead conversations and coaching while you ramp. No office required, structured days and guided training help you start strong.

You will engage with clients who have already raised a hand, emphasizing timely follow-ups, maintaining a professional video presence, and quickly learning new tools. High performers may access a leadership track as they grow.