Remote Client Care Specialist

Lever, Inc.; Georgetown (DE); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Full training

No cold calling

Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role emphasizes CRM hygiene, note-taking, and calendar management while enabling a seamless customer journey from home.

This position offers training, a remote setup, and a no cold calling policy. You'll work with a qualified-interest pipeline and participate in Zoom interviews.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• Must manage and update CRM data accurately.

Responsibilities

• Assess needs and teach options.
• Stay in the relationship after the first meeting.

Skills

CRM proficiency

Communication skills

Relationship management

Tools

CRM software

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.