Remote Client Consultation Specialist

Lever, Inc.; Madison (WI); Remote; USD 50,000 - 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. seeks a virtual consultant based in the United States to assess client needs, present options, and guide decisions after the initial meeting. You’ll handle admin tasks, schedule appointments, and keep CRM hygiene up to date while engaging clients remotely.

This role includes comprehensive training, advancement based on performance, and the comfort of working from home with access to current tech stack. Apply via Zoom interviews.

Qualifications

• Ability to assess client needs and educate options.
• Maintain CRM hygiene and schedule appointments.

Responsibilities

• Assess client needs and present suitable options after the first meeting.
• Maintain ongoing relationships after the initial engagement; manage notes 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.