Part-Time Client Onboarding Representative - Remote

Lever, Inc.; Kent (WA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

CRM hygiene

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will manage administrative tasks involved with client engagement, including notes, scheduling, and maintaining clean CRM records.

The position emphasizes working remotely from the United States, with full training provided and interviews conducted via Zoom as part of a modern remote-ready environment.

Responsibilities

• Assess client needs and teach options, staying in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

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.