Remote Client Intake Specialist | Virtual Consultant

Lever, Inc.; Coventry (RI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs and clearly present options after the initial meeting. You will maintain the relationship following the first encounter and ensure CRM hygiene through notes and appointment scheduling. This role supports remote collaboration with Zoom interviews.

Responsibilities include ongoing client engagement, documenting insights, and staying aligned with the client journey. Training is provided and a comfortable camera presence is expected.

Qualifications

• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

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

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs and clearly present options after the initial meeting. You will maintain the relationship following the first encounter and ensure CRM hygiene through notes and appointment scheduling. This role supports remote collaboration with Zoom interviews.

Responsibilities include ongoing client engagement, documenting insights, and staying aligned with the client journey. Training is provided and a comfortable camera presence is expected.