Remote Client Experience Architect

Lever, Inc.; South Sioux City (NE); Remote; USD 34,000 - 62,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains available options, and maintains the relationship after the initial meeting.

The role includes essential admin duties such as notes, scheduling, and CRM hygiene, and offers comprehensive training for a remote setup with interviews conducted on Zoom. Team members work from home, with a focus on building trust and guiding clients through next steps.

Qualifications

• Assess client needs and present suitable options.
• Maintain CRM hygiene: update notes, appointments, and contact records.

Responsibilities

• Assess needs, teach options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene to keep records current.

Tools

CRM system

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains available options, and maintains the relationship after the initial meeting.

The role includes essential admin duties such as notes, scheduling, and CRM hygiene, and offers comprehensive training for a remote setup with interviews conducted on Zoom. Team members work from home, with a focus on building trust and guiding clients through next steps.