Remote Client Relations Specialist — Virtual Consultant

Lever, Inc.; Vienna (WV); Remote; USD 60,000 - 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 admin duties such as notes, scheduling, and maintaining CRM hygiene, while enjoying the flexibility of working from home and training on our current tech stack.

This position offers growth through a performance-based advancement path and a fully supported onboarding process.

Responsibilities

• Assess client needs and tailor options in a virtual setting.
• Teach options and guide clients through decisions.
• Maintain relationships after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

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 admin duties such as notes, scheduling, and maintaining CRM hygiene, while enjoying the flexibility of working from home and training on our current tech stack.

This position offers growth through a performance-based advancement path and a fully supported onboarding process.