Remote Client Account Specialist

Lever, Inc.; Raleigh (NC); Remote; USD 60,000 - 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 hiring for a virtual consultant role based in the United States. The position involves assessing client needs, presenting options, and remaining engaged with clients after the initial meeting.

Administrative tasks include note-taking, scheduling, and keeping CRM hygiene up to date. You will work from home and participate in Zoom interviews as part of the process. As part of the team, you will have access to a qualified-interest pipeline, a focus on performance-based advancement,

Responsibilities

• Assess client needs and present options to move them forward.
• Maintain relationship after the first meeting and ensure 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.