Remote Client Success Specialist

Lever, Inc.; Lancaster (Lancaster County); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States offers a fully remote, client-facing role in financial services where you enroll and support clients who seek guidance.

You are paired with a growing team, given tools and mentorship, and encouraged to build a flexible schedule that fits real life.

This role focuses on helping families through benefits conversations and a proven process, with training and ongoing involvement from leaders.

Qualifications

• Clear, human communication.
• Self-motivation with minimal supervision.
• Openness to a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and participate in training and mentorship.

Skills

Clear communication

Self-motivation

Process discipline

Job description

Lever, Inc. in the United States offers a fully remote, client-facing role in financial services where you enroll and support clients who seek guidance.

You are paired with a growing team, given tools and mentorship, and encouraged to build a flexible schedule that fits real life.

This role focuses on helping families through benefits conversations and a proven process, with training and ongoing involvement from leaders.