Client Needs Specialist - Work From Home

Lever, Inc.; Bridgeport (WV); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and nurtures the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and maintaining CRM hygiene.

This position offers work from home, training, and a clear advancement path based on performance, with interviews conducted on Zoom.

Qualifications

• Experience in client-facing roles or admin tasks is a plus.
• Comfortable speaking with clients and using CRM systems.

Responsibilities

• Assess client needs and present options.
• Maintain CRM hygiene and schedule notes/appointments.

Skills

CRM hygiene

Admin duties

Virtual consulting

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.