Client Intake Representative - Work From Home

Lever, Inc.; Westminster (CO); Remote; USD 55,000 - 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 assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes CRM hygiene, note-taking, and scheduling as part of everyday admin tasks.

You'll work from home with training, a qualified-interest pipeline, and ongoing support in a performance-driven environment. Interviews are conducted on Zoom.

Responsibilities

• Assess client needs and present tailored options.
• Maintain 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.