Client Retention Representative - Work From Home

Lever, Inc.; Murfreesboro (TN); Remote; USD 42,000 - 65,000; 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 who assesses client needs, presents options, and nurtures the relationship after the first meeting. The role emphasizes consultative selling, CRM hygiene, and keeping notes and appointments up to date.

You will work from home with full training, a qualified-interest pipeline, and ongoing career advancement based on performance; interviews on Zoom.

Qualifications

• CRM hygiene and note-taking experience
• Strong relationship-building skills
• Comfortable on camera

Responsibilities

• Assess client needs and teach options during consultations.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship-building

Tools

CRM tools

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.