Remote Client Relations Advisor

Lever, Inc.; Canton (OH); Remote; USD 55,000 - 75,000; 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 who assesses client needs, explains options, and stays in the relationship after the first meeting. You will handle admin duties—notes, CRM hygiene, scheduling—while interviewing clients on Zoom in a fully remote setup. This role emphasizes strong communication, reliability, and the ability to work independently from home.

Training is provided, with a clear path for advancement based on performance.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and stays in the relationship after the first meeting. You will handle admin duties—notes, CRM hygiene, scheduling—while interviewing clients on Zoom in a fully remote setup. This role emphasizes strong communication, reliability, and the ability to work independently from home.

Training is provided, with a clear path for advancement based on performance.