Client Services Team Leader - Work From Home

Lever, Inc.; Merrimack (NH); Remote; USD 45,000 - 65,000; 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 stay engaged after the initial meeting. You will nurture relationships remotely and collaborate with the team using the current tech stack.

Admin duties include notes, appointments, and CRM hygiene. Interviews occur on Zoom, and the role is performed from home with a flexible schedule.

Qualifications

• Admin support and CRM hygiene experience.
• Comfortable with remote work and Zoom.
• Organized note-taking and scheduling.

Responsibilities

• Assess client needs and present options.
• Maintain client relationships after initial meeting.
• Handle admin duties: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Relationship management

Tools

CRM

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.