Remote Client Success Pro - Warm Leads & Training

Lever, Inc.; Frisco (TX); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services associate to engage warm leads and guide prospects through the sales process. You will conduct structured days with coaching while you ramp and transition to independent performance.

With a work-from-anywhere setup, you’ll build trust with clients, follow up promptly, and learn our tools quickly. This role emphasizes a clear training path and a pipeline of warm opportunities to convert.

Qualifications

• Excellent communication and client-facing skills.
• Ability to maintain a clean video presence in virtual meetings.
• Strong follow-up discipline to keep leads moving.
• Fast learner who can pick up new tools quickly.

Responsibilities

• Conduct warm-lead conversations with potential clients.
• Provide coaching and ramp support as you start in the role.
• Maintain professional, respectful communication with clients.
• Follow up promptly to advance opportunities.

Skills

Communication

Video presence

Lead follow-up

Learning agility

Job description

Lever, Inc. is seeking a remote financial-services associate to engage warm leads and guide prospects through the sales process. You will conduct structured days with coaching while you ramp and transition to independent performance.

With a work-from-anywhere setup, you’ll build trust with clients, follow up promptly, and learn our tools quickly. This role emphasizes a clear training path and a pipeline of warm opportunities to convert.