Inbound Lead & Client Success Manager (Part-Time)

Revere Financial Group | Utah County, UT (hybrid) | $17–$21/hour plus bonuses | 20–25 hours/week

About Revere

Revere is a growing bookkeeping and fractional CFO firm serving small businesses across the US. We generate a steady flow of inbound leads from business owners looking for bookkeeping help, and we need one person who owns what happens next: calling them quickly, booking them with our founder, and following up until they decide. You’ll also be the friendly voice our clients hear when they have a question.

What you’ll do

• Call new leads within minutes of their inquiry, introduce Revere, and book a same-day call with our founder
• Follow up with open leads and proposals on a set schedule by phone, text and email until they book, sign or say no
• Follow up on unpaid invoices
• Check in with clients quarterly, answer routine questions, and route the rest to the right person
• Keep our lead tracker current so nothing falls through the cracks

What we’re looking for

• Comfortable on the phone, friendly, and not discouraged by a voicemail
• Organized and persistent, with a track record of following through
• Clear writing for short emails and texts
• Experience in sales, customer service, front desk or inside sales is a plus
• Bookkeeping knowledge is not required. We’ll teach you what Revere does.

Pay: $17 to $21 per hour, plus $25 for each appointment you book that takes place and $100 for each client who signs.

How we work: remote most of the time, with a weekly in-person meeting in Utah County. Hours fall within 9 AM to 5 PM Mountain time on weekdays, when most leads come in.