Remote Client Relationship Advisor

Lever, Inc.; Goffstown (NH); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes remote collaboration and Zoom interviews, with full training provided.

Admin responsibilities include notes, appointment scheduling, and CRM hygiene, while you operate in a fully work-from-home setup with a qualified-interest pipeline and performance-based advancement.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• Interviews conducted on Zoom.

Responsibilities

• Assess client needs and present options to prospects.
• Nurture client relationships after the initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-ready

Comfortable competing

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role emphasizes remote collaboration and Zoom interviews, with full training provided.

Admin responsibilities include notes, appointment scheduling, and CRM hygiene, while you operate in a fully work-from-home setup with a qualified-interest pipeline and performance-based advancement.