Remote Client Care Specialist & Virtual Consultant

Lever, Inc.; Midwest City (OK); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Current tech stack

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and sustain the relationship after the initial meeting. The role emphasizes advisory dialogue and delivering value throughout the engagement.

Administrative duties include notes, appointment scheduling, and CRM hygiene. This remote position offers full training, current tech stack access, a qualified-interest pipeline, and clear opportunities for advancement.

Responsibilities

• Assess client needs, educate options, and maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and sustain the relationship after the initial meeting. The role emphasizes advisory dialogue and delivering value throughout the engagement.

Administrative duties include notes, appointment scheduling, and CRM hygiene. This remote position offers full training, current tech stack access, a qualified-interest pipeline, and clear opportunities for advancement.