Remote Client Account Specialist

Lever, Inc.; Fairmont (WV); Remote; USD 50,000 - 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. seeks a virtual consultant who assesses client needs, teaches options, and stays in the relationship after the first meeting. Admin duties include notes, appointments, CRM hygiene, with no cold calling and a qualified-interest pipeline. Full training is provided, and the role supports work from home; interviews are conducted on Zoom.

Current tech stack and performance-based advancement are part of the seat, emphasizing flexibility, drive, and reliability in a remote setting.

Qualifications

• Experience with virtual consulting and CRM hygiene.
• Strong administrative and calendar management skills.
• Comfortable on camera and with remote interviews.

Responsibilities

• Assess client needs and present suitable options.
• Teach clients about services and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM management

Administrative support

Calendar management

Communication

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.