Remote Client Concierge & Relationship Specialist

Lever, Inc.; Corpus Christi (TX); Remote; USD 40,000 - 70,000; Full time

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, present solutions, and nurture relationships after the initial meeting. You’ll manage administrative tasks such as notes, scheduling, and CRM hygiene while coordinating with clients remotely.

This role includes access to the current tech stack, a qualified-interest pipeline, and formal training. Expect performance-based advancement and a flexible, work-from-home setup that avoids cold calling and favors proactive engagement.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present solutions, and nurture relationships after the initial meeting. You’ll manage administrative tasks such as notes, scheduling, and CRM hygiene while coordinating with clients remotely.

This role includes access to the current tech stack, a qualified-interest pipeline, and formal training. Expect performance-based advancement and a flexible, work-from-home setup that avoids cold calling and favors proactive engagement.