Remote Onboarding Specialist - Warm Leads, Real Impact

Lever, Inc.; Hamilton (OH); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide prospects through initial conversations. The role emphasizes a structured daily routine, coaching while you ramp, and no requirement to commute.

This position focuses on high-quality follow-up, professional communication, and a scalable pipeline built from warm inquiries. Training is provided to ensure readiness before handling responsibilities, with a clear leadership path for top performers.

Qualifications

• Structured daily routine and time management skills.
• Experience with outbound or warm-lead conversations.
• Willingness to be coached during ramp period.

Responsibilities

• Engage with warm leads and conduct conversations that move prospects through the funnel.
• Maintain timely follow-ups and accurate notes in CRM.
• Represent clients professionally with clear, respectful communication.

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide prospects through initial conversations. The role emphasizes a structured daily routine, coaching while you ramp, and no requirement to commute.

This position focuses on high-quality follow-up, professional communication, and a scalable pipeline built from warm inquiries. Training is provided to ensure readiness before handling responsibilities, with a clear leadership path for top performers.