Remote Client Success & Guidance Specialist

Lever, Inc.; Williston (ND); Remote; USD 50,000 - 80,000; Full time

Job summary

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

You will communicate clearly, work independently with discipline, and participate in a proven process focused on benefits conversations rather than hard selling. The role emphasizes flexible scheduling that accommodates real life.

Qualifications

• Clear, human communication is essential.
• 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 asked for guidance.
• Work with a growing team, with mentorship and tools provided.
• Provide client-facing engagement remotely within financial services.

Skills

Clear communication

Self-motivation

Independent work

Process orientation

Benefits conversations

Job description

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

You will communicate clearly, work independently with discipline, and participate in a proven process focused on benefits conversations rather than hard selling. The role emphasizes flexible scheduling that accommodates real life.