Remote Client Services Coordinator - Warm Leads, Growth Path

Lever, Inc.; Saint Petersburg (FL); Remote; USD 42,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads through structured daily routines and coaching while you ramp. The role emphasizes prompt follow-up, professional video presence, and the ability to quickly learn new tools.

Successful candidates will demonstrate respectful client interactions and a strong service mindset, with leadership tracks available for top performers who excel in delivery and outcomes.

Qualifications

• Prompt and reliable follow-up with warm leads.
• Professional video presence for remote conversations.
• Ability to learn new tools quickly and apply them.
• Respectful, client-centered communication and service.

Responsibilities

• Engage in remote conversations with warm leads.
• Maintain structured daily routines and discipline in outreach.
• Provide coaching and support during ramp-up period.
• Deliver high-quality, client-focused service and follow-up.

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 professional to engage with warm leads through structured daily routines and coaching while you ramp. The role emphasizes prompt follow-up, professional video presence, and the ability to quickly learn new tools.

Successful candidates will demonstrate respectful client interactions and a strong service mindset, with leadership tracks available for top performers who excel in delivery and outcomes.