Client Advocacy Team Lead - Remote

Lever, Inc.; Janesville (WI); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. This role emphasizes strong communication, CRM hygiene, and accurate note-taking.

You will handle admin tasks, schedule appointments, and participate in Zoom interviews from a home office. The position includes full training and is designed for someone who thrives in a fast-paced, remote environment.

Qualifications

• Must be comfortable with virtual meetings (Zoom).
• Excellent written and verbal communication.
• Proactive, trainable and dependable.

Responsibilities

• Assess needs and teach options to clients.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Video comfort

Tools

CRM

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.