Home-Based Client Services Representative

Lever, Inc.; Noblesville (IN); Remote; USD 42,000 - 64,000; 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 in the United States who assesses needs, presents options, and maintains client relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training and an opportunity to work from home via Zoom.

No cold calling is required, and a qualified-interest pipeline supports your work. You will participate in ongoing training and have room for performance-based advancement as you

Qualifications

• Assess client needs and present options after initial meeting.
• Maintain CRM hygiene and accurate notes.
• Build and maintain relationships after the first meeting.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after the first meeting and post-consultation follow-up.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship management

Remote communication

Zoom interviews

Tools

CRM software

Video conferencing 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.