Client Experience Specialist - Work From Home

Lever, Inc.; South Sioux City (NE); Remote; USD 34,000 - 62,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains available options, and maintains the relationship after the initial meeting.

The role includes essential admin duties such as notes, scheduling, and CRM hygiene, and offers comprehensive training for a remote setup with interviews conducted on Zoom. Team members work from home, with a focus on building trust and guiding clients through next steps.

Qualifications

• Assess client needs and present suitable options.
• Maintain CRM hygiene: update notes, appointments, and contact records.

Responsibilities

• Assess needs, teach options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene to keep records current.

Tools

CRM system

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.