Remote Client Success & Enrollment Specialist

Lever, Inc.; Ames (IA); Remote; USD 54,000 - 76,000; Full time

Benefits offered by this job

Fully remote

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will join a growing team, receive mentorship, and enroll and support clients seeking guidance while delivering web presentations from your home office.

This role offers a flexible schedule designed to fit real life, with training and leaders who stay involved, and a portfolio of clients to serve rather than one-off calls.

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations from your home office.
• Be client-facing while working fully remotely.
• Collaborate with a growing team and mentors.
• Maintain a portfolio of clients over time.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will join a growing team, receive mentorship, and enroll and support clients seeking guidance while delivering web presentations from your home office.

This role offers a flexible schedule designed to fit real life, with training and leaders who stay involved, and a portfolio of clients to serve rather than one-off calls.