Remote Client Service Representative (Training Provided)

Lever, Inc.; Olive Branch (MS); Remote; USD 42,000 - 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. seeks a Virtual Consultant who can assess client needs, teach options, and stay in the relationship after the first meeting.

You'll handle admin tasks, notes, appointments, and CRM hygiene, while leveraging current tech stack and doing Zoom interviews. This remote role offers work-from-home flexibility and a structured training program.

Qualifications

• CRM hygiene duties and client admin
• Ability to note-take and schedule appointments
• Maintain CRM hygiene and data quality

Responsibilities

• Assess client needs and present options to clients
• Stay in relationship after the first meeting
• Handle admin tasks: notes, appointments, CRM hygiene

Skills

CRM hygiene

Tools

CRM system

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.