Part-Time Client Care Specialist - Remote

Lever, Inc.; New Iberia (LA); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach available options, and maintain relationships after the first meeting. The role includes administrative tasks like notes, appointments, and CRM hygiene, with training provided.

The position offers a work-from-home setup and current tech stack familiarity, with interviews conducted via Zoom.

Qualifications

• Experience guiding prospects from needs discovery to solution fit.
• Strong administrative skills and CRM hygiene.
• Comfortable on camera and in virtual meetings.

Responsibilities

• Assess client needs and present options.
• Teach solution choices and follow up after the first meeting.
• Maintain relationship after initial call; manage notes and appointments in CRM.
• Keep CRM up to date and organized.

Skills

Needs assessment

Relationship management

CRM hygiene

Virtual consultation

Interviews on Zoom

Tools

CRM software

Video conferencing (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.