Client Relationship Specialist - Remote

Lever, Inc.; Avondale (AZ); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Job summary

Lever, Inc. is seeking a Virtual Consultant to assess client needs, present options, and maintain a lasting relationship after the initial meeting.

The role emphasizes building trust and guiding clients through decisions while coordinating follow-up steps. The position involves administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with full training provided and the current tech stack in use.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and 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.