Remote Client Engagement Specialist

Lever, Inc.

Laurel (MD)

Remote

USD 40,000 - 60,000

Full time

3 days ago
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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 who assesses client needs, presents options, and remains engaged after the initial meeting. This role centers on relationship-building and guiding clients remotely.

Admin duties include notes, appointments, and CRM hygiene, while you leverage the current tech stack. The position offers work-from-home flexibility with Zoom interviews.

Qualifications

  • Candidates must be driven, trainable and dependable.
  • Comfortable with video interviews.
  • Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

  • Assess client needs and teach options.
  • Stay engaged with clients after the first meeting.
  • Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven
Trainable
Dependable
Comfortable competing
Fine with a camera

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.

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