Remote Client Engagement Advisor

Lever, Inc.; San Diego (CA); Remote; USD 50,000 - 80,000; 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 customer needs, presents options, and maintains the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and keeping the CRM tidy, with a focus on leveraging the current tech stack and working from home.

The ideal candidate is drive-driven, trainable, dependable, comfortable on camera, and ready to interview via Zoom for a remote, national opportunity.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses customer needs, presents options, and maintains the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and keeping the CRM tidy, with a focus on leveraging the current tech stack and working from home.

The ideal candidate is drive-driven, trainable, dependable, comfortable on camera, and ready to interview via Zoom for a remote, national opportunity.