Remote Client Care Advisor — Fully Trained & Work From Home

Lever, Inc.; Joliet (IL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and nurture the relationship after the initial meeting. The role includes realigning notes, scheduling, and ensuring CRM hygiene.

Expect training and a path for advancement in a fully remote setting. Applicants should be comfortable with Zoom interviews, data entry, and maintaining current client information in the CRM. The position emphasizes staying connected post-meeting and delivering value through ongoing client

Qualifications

• Soft skills preferred: driven, trainable, dependable.
• Comfortable competing and presenting on camera.

Responsibilities

• Admin tasks including taking notes and scheduling appointments.
• Maintain CRM hygiene and update records after each interaction.

Skills

Driven

Trainable

Dependable

Competitive

Camera friendly

Tools

CRM hygiene

Job description

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and nurture the relationship after the initial meeting. The role includes realigning notes, scheduling, and ensuring CRM hygiene.

Expect training and a path for advancement in a fully remote setting. Applicants should be comfortable with Zoom interviews, data entry, and maintaining current client information in the CRM. The position emphasizes staying connected post-meeting and delivering value through ongoing client