Remote Client Success & Relations Specialist

Lever, Inc.; Bossier City (LA); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is hiring a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who asked for guidance, using a proven process and effective virtual tools.

You will join a growing team, receive mentorship, and help families by delivering meaningful guidance and flexible scheduling that fits real life. This position emphasizes clear communication, autonomy, and being part of a collaborative, supportive environment with ongoing

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, receive tools and mentorship.
• Provide client-facing guidance in a remote financial services setting.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is hiring a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who asked for guidance, using a proven process and effective virtual tools.

You will join a growing team, receive mentorship, and help families by delivering meaningful guidance and flexible scheduling that fits real life. This position emphasizes clear communication, autonomy, and being part of a collaborative, supportive environment with ongoing