Remote Client Success Associate

Lever, Inc.; Saint Paul (MN); Remote; USD 45,000 - 75,000; Full time

Job summary

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

You will work in a fully remote environment with a schedule you can build around real life, while focusing on meaningful, family‑oriented outcomes through clear, human communication.

Qualifications

• Clear and human communication.
• Ability to work autonomously without a supervisor.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Serve as a client-facing representative in a fully remote setting.
• Support and enroll clients who seek guidance in financial services.
• Collaborate with a growing team with tools and mentorship.
• Build a schedule that accommodates real-life commitments.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

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

You will work in a fully remote environment with a schedule you can build around real life, while focusing on meaningful, family‑oriented outcomes through clear, human communication.