Remote Client Consultation Specialist

Lever, Inc.; Concord (NC); Remote; USD 55,000 - 75,000; 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 hiring a remote virtual consultant to assess client needs, teach options, and stay engaged with the relationship after the first meeting.

This role involves admin duties such as notes, appointments, and CRM hygiene. You will be trained and interviewed via Zoom, with a focus on a modern tech stack and remote work from home.

Qualifications

• Experience as a virtual or remote consultant is preferred.
• Comfortable with video calls (Zoom) and CRM tools.
• Able to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after the initial meeting.
• Handle admin tasks including notes, appointments, and 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.