Remote Client Services Lead - Warm Leads

Lever, Inc.; Sandy Springs (GA); Remote; USD 70,000 - 100,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching while you ramp.

You will interact with prospects who have already shown interest, focusing on timely follow-up and high-quality client engagement. Training is provided before performance expectations are set, and there is a clear path for high performers to progress into leadership tracks.

Qualifications

• Proven ability to follow up with prospects in a timely manner.
• Professional video presence for client meetings.
• Ability to quickly learn new tools used in remote roles.
• Demonstrates respect and courtesy in client interactions.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Provide coaching and ramp support as you start.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is hiring for a remote financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching while you ramp.

You will interact with prospects who have already shown interest, focusing on timely follow-up and high-quality client engagement. Training is provided before performance expectations are set, and there is a clear path for high performers to progress into leadership tracks.