Remote Client Intake & Relationship Specialist
Lever, Inc.
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting.
Administrative duties include note-taking, scheduling, and keeping CRM hygiene, with interviews conducted on Zoom and no cold calling.
The role offers work-from-home flexibility, comprehensive training, and a path to advancement based on performance.
Responsibilities
- Assess needs, teach options, and stay in the relationship after the first meeting.
- Admin tasks: notes, appointments, CRM hygiene.
- Interviews on Zoom.
Job description
Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting.
Administrative duties include note-taking, scheduling, and keeping CRM hygiene, with interviews conducted on Zoom and no cold calling.
The role offers work-from-home flexibility, comprehensive training, and a path to advancement based on performance.
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