Client Intake Representative - Work From Home

Lever, Inc.; Coventry (RI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs and clearly present options after the initial meeting. You will maintain the relationship following the first encounter and ensure CRM hygiene through notes and appointment scheduling. This role supports remote collaboration with Zoom interviews.

Responsibilities include ongoing client engagement, documenting insights, and staying aligned with the client journey. Training is provided and a comfortable camera presence is expected.

Qualifications

• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs and teach options after the first meeting.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

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.