Client Success Associate - Work From Home

Lever, Inc.; Waukesha (WI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who builds trust with clients by assessing needs, presenting options, and maintaining the relationship after the initial meeting.

Admin is part of the role: notes, appointments, CRM hygiene, and up-to-date records. This position supports remote collaboration with a modern tech stack and weekly Zoom interactions.

No cold calling, a qualified-interest pipeline, and performance-based advancement accompany full training and a work-from-home setup.

Qualifications

• Admin tasks such as notes, scheduling and CRM hygiene.
• Ability to assess client needs and present options in a virtual setting.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Admin tasks

Virtual consulting

Zoom

Tools

Zoom

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.