Remote Client Success Specialist (Finance)

Lever, Inc.; Hyattsville (MD); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services.

You will enroll and support clients who asked for guidance, partnering with a growing team to deliver clear, human communication. You will join a team that provides tools and mentorship, with a focus on benefits conversations rather than hard selling, enabling you to build lasting relationships and meaningful outcomes for families.

Qualifications

• Clear and human communication skills are required.
• Discipline without direct supervision is expected.
• Open to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Engage in remote, client-facing financial services activities.

Skills

Clear communication

Self-discipline

Process adaptation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services.

You will enroll and support clients who asked for guidance, partnering with a growing team to deliver clear, human communication. You will join a team that provides tools and mentorship, with a focus on benefits conversations rather than hard selling, enabling you to build lasting relationships and meaningful outcomes for families.