Remote Client Success Advisor - Flexible Schedule

Lever, Inc.; Brooklyn Park (MN); Remote; USD 42,000 - 58,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, leveraging tools and mentors on a growing team. The position emphasizes a schedule that fits real life and ongoing client engagement.

You will work with leaders who stay involved, focusing on meaningful conversations about benefits and value, rather than high-pressure sales energy, while maintaining clear, human communication with clients.

Qualifications

• Clear and human communication required.
• Self-motivated with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver client interactions via client-facing remote modalities.
• Work with mentorship from a growing team and leaders.
• Maintain a schedule that fits real-life commitments.

Skills

Communication

Self-motivation

Process adaptability

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, leveraging tools and mentors on a growing team. The position emphasizes a schedule that fits real life and ongoing client engagement.

You will work with leaders who stay involved, focusing on meaningful conversations about benefits and value, rather than high-pressure sales energy, while maintaining clear, human communication with clients.