Client Needs Specialist - Work From Home

Lever, Inc.; Overland Park (KS); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. Admin duties include notes, scheduling, and CRM hygiene, with interviews on Zoom.

The role offers work-from-home flexibility and a structured training program in a no-cold-call environment.

Qualifications

• Soft skills prioritized: drive, teachability, dependability.
• Ability to manage CRM notes and appointments.
• Comfort with virtual meetings and camera presence.

Responsibilities

• Assess needs, present options, and maintain client relationship after first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Tools

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.