Remote Client Success Specialist (Financial Services)

Lever, Inc.; Oakland (CA); Remote; USD 50,000 - 82,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional to guide and support clients in financial services. You will be paired with a growing team, receive mentorship, and help clients who request guidance.

The role focuses on meaningful work for families and flexible scheduling, with ongoing training and leadership involvement. Ideal candidates communicate clearly, work independently, and are open to a proven sales process with a focus on benefits conversations rather than

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentorship to develop client solutions.
• Present and discuss financial service options with clients remotely.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional to guide and support clients in financial services. You will be paired with a growing team, receive mentorship, and help clients who request guidance.

The role focuses on meaningful work for families and flexible scheduling, with ongoing training and leadership involvement. Ideal candidates communicate clearly, work independently, and are open to a proven sales process with a focus on benefits conversations rather than