Remote Client Success Representative

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

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client