Remote Client Success Associate — Flexible Schedule & Growth

AO Garcia Agency; Fort Collins (CO); Remote; USD 60,000 - 75,000; Full time

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, using a structured process and tools provided by the team.

You will join a growing team with mentorship, and be empowered to build meaningful client relationships while delivering value beyond one-off calls. The schedule is flexible to fit real-life commitments.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and tools provided.
• Build meaningful client relationships while delivering value beyond one-off calls.

Skills

Clear communication

Self-motivation

Process adherence

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, using a structured process and tools provided by the team.

You will join a growing team with mentorship, and be empowered to build meaningful client relationships while delivering value beyond one-off calls. The schedule is flexible to fit real-life commitments.