Remote Client Advisor Trainee

Lever, Inc.; Las Cruces (NM); Remote; USD 40,000 - 60,000; 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 to assess client needs, present options, and maintain the relationship after the first meeting. The role includes admin duties, notes, and CRM hygiene, with ongoing engagement via Zoom interviews.

This position offers a fully remote setup, training, and a clear path for advancement. You’ll work within a current tech stack and participate in a structured sales process from home.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes admin duties, notes, and CRM hygiene, with ongoing engagement via Zoom interviews.

This position offers a fully remote setup, training, and a clear path for advancement. You’ll work within a current tech stack and participate in a structured sales process from home.