Remote Client Advisory Specialist

Lever, Inc.; Post Falls (ID); Remote; USD 40,000 - 62,000; 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 who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role emphasizes client education, problem solving, and long-term engagement.

Administrative tasks are part of the job, including notes, scheduling, and maintaining CRM hygiene. Interviews on Zoom and a remote-friendly environment with a modern tech stack are offered, with room for advancement based on performance.

Qualifications

• Experience in virtual consulting or client-facing roles.

Responsibilities

• Assess client needs and teach options.
• Maintain client relationship after first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.
• Conduct meetings via Zoom.

Skills

CRM hygiene

Needs assessment

Relationship building

Video interviewing

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role emphasizes client education, problem solving, and long-term engagement.

Administrative tasks are part of the job, including notes, scheduling, and maintaining CRM hygiene. Interviews on Zoom and a remote-friendly environment with a modern tech stack are offered, with room for advancement based on performance.