Client Advocacy Lead, Virtual, No Cold Calling, WFH

Lever, Inc.; Minot (ND); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with the expectation of using the current tech stack and working from home.

This position emphasizes staying engaged with clients, managing a qualified-interest pipeline, and pursuing performance-based advancement through comprehensive training.

Qualifications

• Ability to assess client needs and present options to clients.
• Strong communication and relationship-building skills.

Responsibilities

• 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.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable with camera

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with the expectation of using the current tech stack and working from home.

This position emphasizes staying engaged with clients, managing a qualified-interest pipeline, and pursuing performance-based advancement through comprehensive training.