Remote Client Advisor — Training & Growth

Lever, Inc.; Waukesha (WI); Hybrid; USD 48,000 - 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. seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You’ll guide prospects, document insights, and help move deals forward from discovery to close.

This role emphasizes admin tasks—notes, appointments, CRM hygiene—while working from home and joining Zoom interviews. Training is provided to help you hit the ground running.

Responsibilities

• You assess client needs, present options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You’ll guide prospects, document insights, and help move deals forward from discovery to close.

This role emphasizes admin tasks—notes, appointments, CRM hygiene—while working from home and joining Zoom interviews. Training is provided to help you hit the ground running.