Client Needs Advisor - Remote

Lever, Inc.; Pittsburgh (Allegheny County); 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 in the United States. You will assess client needs, teach options, and guide them after the initial meeting, with a strong emphasis on relationship-building and professional presence via Zoom.

The role includes admin duties like notes, appointments, and CRM hygiene, with full training and a path for advancement. This is a work-from-home, remote opportunity leveraging the current tech stack.

Qualifications

• Ability to assess client needs and present suitable options.
• Strong relationship-building and follow-up skills.
• Comfortable working in a virtual environment and with video calls.

Responsibilities

• Assess needs, teach options, and guide clients through next steps.
• Maintain ongoing relationships after the first meeting.
• Handle administrative duties: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

Relationship management

CRM hygiene

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.