Remote Client Success Advocate

Lever, Inc.; Harrisburg (SD); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations and guide clients through the onboarding process. No office is required, and you will be trained before performance expectations begin.

In this remote role, you will focus on timely follow-ups, maintaining a professional video presence, and quickly learning the tools necessary to coach clients through routine interactions. High performers may have a leadership track in the future.

Qualifications

• Demonstrated ability to follow up promptly with leads.
• Maintain a professional video presence in client communications.
• Able to quickly learn and apply new tools and systems.
• Strong respect and service orientation toward clients.

Responsibilities

• Conduct warm-lead conversations with prospective clients in a remote setting.
• Provide coaching and guidance as you ramp in a remote financial-services role.
• Maintain clear, timely communication and follow-up with clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage in warm-lead conversations and guide clients through the onboarding process. No office is required, and you will be trained before performance expectations begin.

In this remote role, you will focus on timely follow-ups, maintaining a professional video presence, and quickly learning the tools necessary to coach clients through routine interactions. High performers may have a leadership track in the future.