Remote Client Success & Guidance Specialist

Lever, Inc.; Coventry (RI); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Impactful work for families

Mentorship from leadership

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will deliver web presentations, handle benefits conversations, and operate with a schedule you can build around real life, while serving a portfolio of clients rather than one-off calls.

Qualifications

• Clear, human, client-facing communication.
• Discipline without direct supervision.
• 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 to clients and stakeholders.
• Work with a growing team and mentors who stay involved.
• Build a schedule you can align with real life.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services sector. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will deliver web presentations, handle benefits conversations, and operate with a schedule you can build around real life, while serving a portfolio of clients rather than one-off calls.