Remote Client Account Representative

Lever, Inc.; Hyattsville (MD); Remote; USD 50,000 - 80,000; 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 relationships after the first meeting. The role includes administrative duties like note-taking, scheduling, and keeping CRM hygiene up to date.

This position is conducted remotely with Zoom interviews and does not require cold calling. A team-friendly environment offers ongoing training and a standard work-from-home setup.

Qualifications

• Strong self-motivation and accountability.
• Ability to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present tailored options.
• Maintain client relationships after the initial meeting.
• Handle administrative tasks such as notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

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.