Work From Home - Client Care Manager

Lever, Inc.; Providence (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services specialist to engage warm leads with structured days, coaching as you ramp, and a clear point for families protecting income.

This role emphasizes fast learning, clean video presence, and respectful client service, with a leadership track for high performers. No fixed office is required, enabling a remote-first setup and a focus on delivering high-quality follow-ups.

Qualifications

• Must be able to manage time and meet follow-up deadlines.
• Excellent communication and video presence.

Responsibilities

• Engage warm leads and guide conversations via structured daily routines.
• Provide coaching and ramp support to new hires or team members.
• Maintain professional client interactions and uphold high service standards.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client