Remote Client Relations Consultant | Full Training & Growth

Lever, Inc.; Kapolei (HI); Remote; USD 45,000 - 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a fully remote setup and ongoing training.

You will operate within a qualified-interest pipeline and advance based on performance, enjoying current tech stack and work-from-home flexibility.

Qualifications

• CRM hygiene and notes management are part of daily admin tasks.
• Maintain accurate notes and scheduling within the CRM.
• Manage client relationships after initial meetings.

Responsibilities

• Assess client needs, present options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointment scheduling, and CRM hygiene.

Skills

CRM hygiene

Note taking

Appointment scheduling

Relationship management

Tools

CRM software

Zoom

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with a fully remote setup and ongoing training.

You will operate within a qualified-interest pipeline and advance based on performance, enjoying current tech stack and work-from-home flexibility.