Remote Client Onboarding Specialist – Part-Time

Lever, Inc.; Lafayette (IN); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Lever, Inc. is looking for a virtual consultant who will assess client needs, present options, and nurture the relationship after the initial meeting. You will handle administrative tasks like taking notes, scheduling appointments, and maintaining CRM hygiene, all from home.

The role offers Zoom-based interviews, training on our current tech stack, and performance-based advancement opportunities as you grow with the company.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Lever, Inc. is looking for a virtual consultant who will assess client needs, present options, and nurture the relationship after the initial meeting. You will handle administrative tasks like taking notes, scheduling appointments, and maintaining CRM hygiene, all from home.

The role offers Zoom-based interviews, training on our current tech stack, and performance-based advancement opportunities as you grow with the company.