Remote Client Services Team Lead — Warm Leads & Coaching

Lever, Inc.; Corpus Christi (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Structured ramp training

Job summary

Lever, Inc. is seeking a remote, performance-driven specialist in the financial-services space. The role focuses on warm-lead conversations, guided training, and ramp coaching to ensure you start with confidence.

You will operate without a fixed office, collaborating with a distributed team and focusing on timely follow-ups with prospects and clients. The position offers structured training before performance expectations, with opportunities for advancement as you demonstrate results and

Qualifications

• On-time follow-up with leads and clients.
• Clear, professional video presence for virtual conversations.
• Rapid ability to learn and apply new tools.
• Demonstrated respect for clients and their needs.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote, performance-driven specialist in the financial-services space. The role focuses on warm-lead conversations, guided training, and ramp coaching to ensure you start with confidence.

You will operate without a fixed office, collaborating with a distributed team and focusing on timely follow-ups with prospects and clients. The position offers structured training before performance expectations, with opportunities for advancement as you demonstrate results and