Remote Client Services Lead | Warm Leads & Coaching Path

Lever, Inc.; Havre (MT); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to continue conversations with warm leads and assist clients as they ramp. The role features structured days, coaching during ramp, and a focus on timely follow-up with prospects.

You'll work from home with no office requirement, and you will be trained before performing. This remote position emphasizes building trust, clear video communication, and rapid learning of tools to support clients effectively.

Qualifications

• Experience handling warm leads or inbound inquiries.
• Excellent video presence and professional demeanor for client-facing calls.
• Ability to quickly learn new tools and processes.
• Demonstrated respect and professionalism with clients.

Skills

Warm lead handling

Remote communication

Fast learner

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services specialist to continue conversations with warm leads and assist clients as they ramp. The role features structured days, coaching during ramp, and a focus on timely follow-up with prospects.

You'll work from home with no office requirement, and you will be trained before performing. This remote position emphasizes building trust, clear video communication, and rapid learning of tools to support clients effectively.