Remote Client Account Representative

Lever, Inc.; San Francisco (CA); Remote; USD 55,000 - 90,000; 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 based in the United States who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM data clean.

The position offers a work-from-home setup, access to a qualified-interest pipeline, and thorough training, with opportunities for performance-based advancement and ongoing virtual interviews on Zoom.

Responsibilities

• Assess client needs, present options, and stay in the relationship after the first meeting.
• Handle administrative tasks like 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.