Remote Client Advisor & Relationship Specialist

Lever, Inc.; Milford (CT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Qualified-interest pipeline

Current tech stack

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the first meeting. You will handle admin duties such as notes, appointments, and CRM hygiene, and you will work with the current tech stack.

This role is remote in the United States and includes Zoom-based interviews. Entity is a fast-paced team with a focus on building trusted advisor relationships and long-term client engagement.

Qualifications

• No cold calling
• CRM hygiene
• Ability to conduct virtual meetings
• Structured follow-up and relationship management

Responsibilities

• Assess client needs and present options
• Stay in relationship after the first meeting
• Admin tasks: notes, appointments, CRM hygiene
• Interviews conducted on Zoom

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the first meeting. You will handle admin duties such as notes, appointments, and CRM hygiene, and you will work with the current tech stack.

This role is remote in the United States and includes Zoom-based interviews. Entity is a fast-paced team with a focus on building trusted advisor relationships and long-term client engagement.