Remote Client Intake & Engagement Specialist

Lever, Inc.; Saint Paul (MN); Remote; USD 60,000 - 90,000; 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 to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties like meticulous notes, scheduling, and CRM hygiene, all while operating from home and leveraging the current tech stack.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote setup with a structured advancement path.

Qualifications

• Assess client needs and present suitable options.
• Maintain client relationship after the first meeting.
• Update CRM with notes, schedules, and follow-ups.
• Proficient in remote communication and collaboration tools.

Responsibilities

• Assess needs, teach options, and sustain relationship after first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship management

Remote collaboration

Teach options

CRM hygiene

Tools

CRM software

Communication tools

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties like meticulous notes, scheduling, and CRM hygiene, all while operating from home and leveraging the current tech stack.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote setup with a structured advancement path.