Remote Client Success Rep - Warm Leads, Coaching, Growth

Lever, Inc.; BLOOMINGTON (MN); Remote; USD 60,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads, nurture conversations, and coach clients as they ramp. You will structure days for efficiency, prioritize follow-up, and help clients move toward their goals.

Work is fully remote with no office requirement, and you’ll be backed by training and coaching to accelerate your growth. Strong communication and a client-first mindset are essential for success.

Qualifications

• Must demonstrate timely follow-ups with warm leads.
• Ability to present professionally via video conferencing.
• Quickly learn and adapt to new tools and processes.
• Demonstrate respect and integrity in client interactions.

Responsibilities

• Engage with warm leads and drive conversations remotely.
• Coach clients while they ramp and build confidence.
• Structure days to maximize productivity and outcomes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional who can engage warm leads, nurture conversations, and coach clients as they ramp. You will structure days for efficiency, prioritize follow-up, and help clients move toward their goals.

Work is fully remote with no office requirement, and you’ll be backed by training and coaching to accelerate your growth. Strong communication and a client-first mindset are essential for success.