Remote Member Experience Specialist: Warm Leads & Growth

Lever, Inc.; Santa Ana (CA); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. offers a remote financial-services role focused on warm-lead conversations and coaching during ramp-up. The position emphasizes structured days and no office requirement, with a strong emphasis on timely follow-up and professional client interactions.

As a remote role, you will engage with leads, receive coaching early in ramp-up, and have opportunities for leadership if you perform exceptionally. Training is provided to prepare you before performing independently.

Qualifications

• Promotes timely follow-up with leads to convert opportunities.
• Maintains professional, clear video presence during client interactions.
• Demonstrates quick learning of tools and processes used by the team.
• Shows respect and courtesy in all client communications.

Responsibilities

• Engage warm leads through remote channels.
• Provide coaching and guidance while you ramp.
• Collaborate with teammates to achieve targets.

Skills

On-time follow-up

Clean video presence

Fast learning

Client respect

Job description

Lever, Inc. offers a remote financial-services role focused on warm-lead conversations and coaching during ramp-up. The position emphasizes structured days and no office requirement, with a strong emphasis on timely follow-up and professional client interactions.

As a remote role, you will engage with leads, receive coaching early in ramp-up, and have opportunities for leadership if you perform exceptionally. Training is provided to prepare you before performing independently.