Remote Client Success Specialist - Financial Services

Lever, Inc.; Columbia (SC); Remote; USD 50,000 - 70,000; Full time

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 tools and mentorship, and help enroll and support clients who seek guidance.

Expect a work setup that fits real life, with web presentations and ongoing client engagements. You will manage a portfolio of clients, delivering value beyond one-off calls while aligning with a proven process and benefits conversations.

Qualifications

• Clear and human communication is essential.
• Demonstrated self-motivation and ability to work without a supervisor.
• Willingness to follow a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Represent a client-facing role in a remote financial services setting.
• Engage with clients via web presentations and virtual meetings.
• Support and enroll clients with guidance and mentorship from the team.
• Build a schedule that fits real-life commitments.
• Maintain a portfolio of clients you keep serving over time.

Skills

Clear communication

Self-motivated

Process adherence

Benefits conversation

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 tools and mentorship, and help enroll and support clients who seek guidance.

Expect a work setup that fits real life, with web presentations and ongoing client engagements. You will manage a portfolio of clients, delivering value beyond one-off calls while aligning with a proven process and benefits conversations.