Remote Client Success Specialist

Lever, Inc.; Pawtucket (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and support clients who request guidance through web presentations from a home office.

The position emphasizes helping families and delivering meaningful work with a flexible schedule. The ideal candidate communicates clearly, thrives without direct supervision, and is open to a proven process with a focus on benefits conversations rather

Qualifications

• Clear and human communication is essential.
• Disciplined and able to work without direct supervision.
• Open to following a proven process.
• Interested in benefits conversations, not just sales energy.

Responsibilities

• Support and enroll clients who request guidance.
• Work with a growing team and use provided tools and mentorship.
• Deliver web presentations from a home office setting.
• Create a schedule that fits real-life commitments.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and support clients who request guidance through web presentations from a home office.

The position emphasizes helping families and delivering meaningful work with a flexible schedule. The ideal candidate communicates clearly, thrives without direct supervision, and is open to a proven process with a focus on benefits conversations rather