Remote Client Intake Specialist

Lever, Inc.; Rockville (MD); Remote; USD 55,000 - 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. seeks a virtual consultant who assesses client needs, presents options, and remains engaged with the relationship after the initial meeting. The role emphasizes thoughtful guidance and building trust remotely.

You will handle admin tasks, including notes, scheduling, and keeping CRM hygiene. The position offers full training, a modern work-from-home setup, and Zoom-based interviews as part of the hiring process.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.