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Remote Client Success Representative
Remote / Online - Candidates ideally in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-09-30
Appleton, Outagamie County, Wisconsin, 54914, USA
Listing for:
Lever, Inc.
Remote/Work from Home
position Listed on 2026-09-30
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management -
Sales
Customer Success Management
Job Description & How to Apply Below
This is a remote financial-services seat built around warm leads and a training system.
If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.
Daily work- Speak with people who asked for information
- Map needs to available protection options
- Run a simple enrollment flow
- Build and service a client list
- Pre-qualified warm leads
- Step-by-step onboarding
- Remote tools
- Flexible hours
- Ongoing mentorship
Self-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.
Step into the Remote Client Success Representative role at Lever, Inc. in Appleton, WI, United States and grow with us.
We have an opening for a Remote Client Success Representative in Appleton, WI, United States within Sales.
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