Remote Client Advocacy Team Lead

Lever, Inc.; Janesville (WI); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. This role emphasizes strong communication, CRM hygiene, and accurate note-taking.

You will handle admin tasks, schedule appointments, and participate in Zoom interviews from a home office. The position includes full training and is designed for someone who thrives in a fast-paced, remote environment.

Qualifications

• Must be comfortable with virtual meetings (Zoom).
• Excellent written and verbal communication.
• Proactive, trainable and dependable.

Responsibilities

• Assess needs and teach options to clients.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Video comfort

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. This role emphasizes strong communication, CRM hygiene, and accurate note-taking.

You will handle admin tasks, schedule appointments, and participate in Zoom interviews from a home office. The position includes full training and is designed for someone who thrives in a fast-paced, remote environment.