Part-Time Client Relations Representative - Remote

Lever, Inc.; Kapolei (HI); Remote; USD 45,000 - 75,000; 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a fully remote setup and ongoing training.

You will operate within a qualified-interest pipeline and advance based on performance, enjoying current tech stack and work-from-home flexibility.

Qualifications

• CRM hygiene and notes management are part of daily admin tasks.
• Maintain accurate notes and scheduling within the CRM.
• Manage client relationships after initial meetings.

Responsibilities

• Assess client needs, present options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointment scheduling, and CRM hygiene.

Skills

CRM hygiene

Note taking

Appointment scheduling

Relationship management

Tools

CRM software

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.