Remote Client Experience Consultant | Full Training

Lever, Inc.; Suffolk (VA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Full training

Current tech stack

Qualified-interest pipeline

Performance-based advancement

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role focuses on guiding prospects and building trust remotely.

Admin duties include notes, appointment scheduling, and CRM hygiene. You will work from home, receive thorough training, and access a qualified-interest pipeline with performance-based advancement as you grow.

Qualifications

• Experience with admin tasks like notes and appointments.
• Familiar with CRM hygiene.
• Comfortable with virtual meetings.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship management

Zoom interviews

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role focuses on guiding prospects and building trust remotely.

Admin duties include notes, appointment scheduling, and CRM hygiene. You will work from home, receive thorough training, and access a qualified-interest pipeline with performance-based advancement as you grow.