Remote Client Intake & Relationship Builder

Lever, Inc.; Searcy (AR); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and the option to work from home. Interviews will be conducted on Zoom.

The position emphasizes staying in touch with clients, guiding them through options, and leveraging the current tech stack to support the sales process, all from a remote setting.

Responsibilities

• Assess client needs and teach options after initial contact.
• Maintain relationships after first meeting and follow up as needed.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and the option to work from home. Interviews will be conducted on Zoom.

The position emphasizes staying in touch with clients, guiding them through options, and leveraging the current tech stack to support the sales process, all from a remote setting.