Remote Client Relations Specialist

Lever, Inc.; South Jordan (UT); Remote; USD 40,000 - 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 to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as notes, meeting scheduling, and keeping CRM hygiene up to date.

The position emphasizes a reliable, trainable mindset, with interviews conducted via Zoom and a strong preference for candidates who excel in a remote, home-based setting.

Responsibilities

• 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

On-camera comfortable

Tools

CRM

Zoom

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as notes, meeting scheduling, and keeping CRM hygiene up to date.

The position emphasizes a reliable, trainable mindset, with interviews conducted via Zoom and a strong preference for candidates who excel in a remote, home-based setting.