Remote Client Account Representative

Lever, Inc.; Reading (Berks County); 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 who can assess client needs, present options, and maintain the relationship after the initial meeting. The role includes admin tasks such as taking notes, scheduling appointments, and CRM hygiene, with a focus on delivering value remotely.

This position offers training, visibility into the current tech stack, and a fully remote work setup. Successful candidates are driven, trainable, dependable, and comfortable using video conferencing for interviews

Qualifications

• Driven and coachable
• Dependable team member
• Competitive mindset
• Comfortable on camera
• Willingness to interview on Zoom

Responsibilities

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

Tools

CRM

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.