Remote Member Services Associate — Warm Leads & Growth

Lever, Inc.; Kent (WA); Remote; USD 70,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to work with warm leads and structured days. The role emphasizes coaching while you ramp and maintaining a strong client-focused approach.

The position targets individuals who can follow up promptly, present well on video calls, and learn new tools quickly. There is no office requirement, making it ideal for remote work across the United States.

Qualifications

• Must demonstrate punctual follow-up with clients and prospects.
• Maintain professional video presence in remote interactions.
• Ability to quickly learn and use sales/CRM tools.
• Respect for clients and confidentiality in communications.

Responsibilities

• Engage with warm leads and conduct structured conversations.
• Coach new teammates as you ramp in a remote setting.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

CRM tools

Job description

Lever, Inc. is seeking a remote financial-services professional to work with warm leads and structured days. The role emphasizes coaching while you ramp and maintaining a strong client-focused approach.

The position targets individuals who can follow up promptly, present well on video calls, and learn new tools quickly. There is no office requirement, making it ideal for remote work across the United States.