Remote Client Services Specialist

Lever, Inc.; Ottawa; Remote; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant based in Canada to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes essential admin duties such as notes, scheduling, and keeping CRM data clean. Training will be provided and interviews are conducted via Zoom.

The position emphasizes a no cold-calling environment, a qualified-interest pipeline, performance-based advancement, and current tech stack support with work-from-home flexibility.

Qualifications

• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.
• Interviews on Zoom; admin tasks as part of the role.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.