Client Needs Advisor - Remote

Lever, Inc.; College Park (MD); 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 assesses client needs, presents options, and stays engaged after the first meeting. The role emphasizes admin duties, notes, appointments, and CRM hygiene, with thorough training and a Zoom-based interview process.

The position is remote-friendly with no cold calling, a qualified-interest pipeline, and advancement based on performance. Enjoy current tech stack and the flexibility to work from home.

Qualifications

• Remote-friendly virtual consultant role
• Strong organization and CRM hygiene
• Comfortable on video calls and with Zoom interviews

Responsibilities

• Assess client needs and present options
• Nurture client relationships after the initial 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.