Remote Client Advocate

Lever, Inc.

Waukegan (IL)

Remote

USD 45,000 - 75,000

Full time

3 days ago
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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, teach options, and maintain the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene.

The role includes a current tech stack, no cold calling, and a path for performance-based advancement, with full training and work-from-home flexibility. Interviews on Zoom are planned.

Qualifications

  • Assess client needs and educate on options.
  • Maintain relationship after first meeting.
  • Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

  • Assess client needs and propose suitable options.
  • Maintain ongoing relationship after initial meeting.
  • Handle admin duties: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat
  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • Full training
  • Current tech stack
  • Work from home
Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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