Remote Client Success Coach — Warm Leads

Lever, Inc.; Bloomington (IL); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and guide conversations from initial contact through ramp. Work is remote with structured days, coaching during ramp and a pipeline of warm leads.

You will learn our tools quickly and maintain a professional video presence to build trust with clients. This role emphasizes timely follow-up, client respect, and the ability to thrive without a traditional office, offering growth paths including leadership for top

Qualifications

• On-time follow-up with prospects or clients.
• Strong communication and video presence in virtual meetings.
• Ability to learn new tools quickly and adapt to processes.
• Respect for the client and professional demeanor.

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 warm leads and guide conversations from initial contact through ramp. Work is remote with structured days, coaching during ramp and a pipeline of warm leads.

You will learn our tools quickly and maintain a professional video presence to build trust with clients. This role emphasizes timely follow-up, client respect, and the ability to thrive without a traditional office, offering growth paths including leadership for top