Remote Client Engagement Advisor

Lever, Inc.; Huron (SD); Remote; USD 40,000 - 60,000; 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 who assesses client needs, teaches options, and stays in the relationship after the initial meeting to close the loop.

Admin duties include notes, appointment scheduling, and CRM hygiene, all while working from home. This role includes full training, access to a qualified-interest pipeline, and performance-based advancement; interviews are conducted on Zoom with current tech stack supporting remote collaboration.

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 who assesses client needs, teaches options, and stays in the relationship after the initial meeting to close the loop.

Admin duties include notes, appointment scheduling, and CRM hygiene, all while working from home. This role includes full training, access to a qualified-interest pipeline, and performance-based advancement; interviews are conducted on Zoom with current tech stack supporting remote collaboration.