Remote Client Success Advocate — Flexible Schedule & Mentorship

Lever, Inc.; Sacramento (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. You will enroll and support clients who request guidance, using your strong communication to guide conversations and deliver value via web presentations.

You will work with a growing team, receive tools and mentorship, and have a schedule you can build around real life. The role focuses on meaningful work for families and long-term client relationships.

Qualifications

• Clear and human communication
• Discipline without a supervisor
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Maintain a portfolio of clients served and nurture ongoing relationships.

Skills

Clear communication

Self-motivation

Process adherence

Relationship building

Job description

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. You will enroll and support clients who request guidance, using your strong communication to guide conversations and deliver value via web presentations.

You will work with a growing team, receive tools and mentorship, and have a schedule you can build around real life. The role focuses on meaningful work for families and long-term client relationships.