Remote Client Needs Advisor — Training, Growth

Lever, Inc.; Pittsburgh (Allegheny County); 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 in the United States. You will assess client needs, teach options, and guide them after the initial meeting, with a strong emphasis on relationship-building and professional presence via Zoom.

The role includes admin duties like notes, appointments, and CRM hygiene, with full training and a path for advancement. This is a work-from-home, remote opportunity leveraging the current tech stack.

Qualifications

• Ability to assess client needs and present suitable options.
• Strong relationship-building and follow-up skills.
• Comfortable working in a virtual environment and with video calls.

Responsibilities

• Assess needs, teach options, and guide clients through next steps.
• Maintain ongoing relationships after the first meeting.
• Handle administrative duties: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

Relationship management

CRM hygiene

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant in the United States. You will assess client needs, teach options, and guide them after the initial meeting, with a strong emphasis on relationship-building and professional presence via Zoom.

The role includes admin duties like notes, appointments, and CRM hygiene, with full training and a path for advancement. This is a work-from-home, remote opportunity leveraging the current tech stack.