Remote Client Service Representative (Training Provided)

Lever, Inc.; Milford (CT); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. Admin duties include notes, appointments, and CRM hygiene. The role offers work-from-home flexibility with full training and a qualified-interest pipeline.

Performance-based advancement and the current tech stack support a remote, Zoom-driven interview process to onboard capable, camera-ready professionals.

Qualifications

• Experience with CRM systems and admin tasks.
• Strong communication and relationship-building skills.
• Comfortable with video interviews (Zoom).

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Skills

CRM hygiene

Relationship building

Virtual communication

Administrative tasks

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.