Remote Client Success Specialist; Financial Services
San Jose, Santa Clara County, California, 95025, USA
Listed on 2026-09-29
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Customer Service/HelpDesk
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Finance & Banking
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
We are seeking a motivated Remote Client Success Specialist (Financial Services) to join Lever, Inc. in Oakland, CA, United States.
All applications are reviewed carefully by our team.
This is a Full Time role.
The position is based in Oakland, CA, United States.
This opportunity is part of our work in Sales.
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