Remote Client Success Advisor

Lever, Inc.; Sandy Springs (GA); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote client-facing professional in the financial services space. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

You’ll work in a role that emphasizes real-life impact, flexible scheduling, and ongoing training from leaders who stay involved. Engagement with benefits conversations and a customer-first mindset are valued as you build long-term relationships that help families make informed

Qualifications

• Clear, human, client-facing communication.
• Ability to work independently without direct supervision.
• Willingness to engage in benefits conversations, not just sales.

Responsibilities

• Enroll and support clients through guidance and resources.
• Build relationships and represent the company in a trusted way.

Skills

Clear communication

Self-motivation

Process adherence

Job description

Lever, Inc. is seeking a remote client-facing professional in the financial services space. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who seek guidance.

You’ll work in a role that emphasizes real-life impact, flexible scheduling, and ongoing training from leaders who stay involved. Engagement with benefits conversations and a customer-first mindset are valued as you build long-term relationships that help families make informed