Remote Client Relations Pro - Training Included

Lever, Inc.; Mableton (GA); Remote; USD 50,000 - 70,000; 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 needs, teach options, and maintain the client relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and work-from-home flexibility.

No cold calling is required, and there is a qualified-interest pipeline with ongoing training and advancement based on performance. This position emphasizes staying connected with clients while using the current tech stack.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.
• Interviews conducted on Zoom.

Responsibilities

• Assess client needs and present suitable options during consults.
• Maintain relationship with clients after initial meeting.
• Handle administrative duties and keep CRM up to date.

Job description

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and maintain the client relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and work-from-home flexibility.

No cold calling is required, and there is a qualified-interest pipeline with ongoing training and advancement based on performance. This position emphasizes staying connected with clients while using the current tech stack.