Client Service Advisor - Remote

Lever, Inc.; Woonsocket (RI); Remote; USD 28,000 - 50,000; 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 can assess needs, present options, and maintain relationships after the first meeting. The role includes admin tasks like notes, scheduling, and CRM hygiene, with training provided.

This position rewards a driven, trainable, dependable candidate who is comfortable on camera, enjoys speaking with clients, and can thrive in a fast-paced, remote environment. Interviews on Zoom.

Qualifications

• Excellent communication and interpersonal skills.
• Experience with CRM tools or similar systems is a plus.
• Ability to work independently in a remote setting.

Responsibilities

• Assess client needs and teach options after the initial meeting.
• Maintain relationships and follow up after meetings; manage admin tasks.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

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.