Remote Client Success & Retention Specialist

Lever, Inc.; Castle Rock (CO); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days and coached ramp-up. You will conduct proactive follow-up, maintain a respectful client approach, and learn quickly on essential tools to drive meaningful conversations.

Based in the United States, this remote role requires no office and offers growth opportunities for high performers into leadership tracks.

Qualifications

• Remote role requiring professional communication and presence.
• Ability to follow up promptly with warm leads.
• Willingness to be coached during ramp-up and training.

Responsibilities

• Engage with warm leads through remote communications.
• Maintain structured daily workflow and organized outreach.
• Participate in coaching during ramp and ramp-up period.

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 to engage warm leads with structured days and coached ramp-up. You will conduct proactive follow-up, maintain a respectful client approach, and learn quickly on essential tools to drive meaningful conversations.

Based in the United States, this remote role requires no office and offers growth opportunities for high performers into leadership tracks.