Client Needs Specialist - Work From Home

Lever, Inc.; Greensboro (NC); Remote; USD 35,000 - 75,000; 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 to assess client needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and ongoing support delivered via Zoom and remote collaboration.

Admin duties include meticulous notes, scheduling, and CRM hygiene to keep the pipeline clean. This position offers full training, a modern tech stack, and the flexibility of work-from-home.

Qualifications

• Assess client needs and present options.
• Maintain ongoing client relationships after initial meeting.
• Admin tasks include notes, scheduling and CRM hygiene.

Responsibilities

• Assess client needs and educate options for decision making.
• Stay connected with clients after the first meeting to nurture the relationship.

Skills

CRM hygiene

Tools

CRM software

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.