Remote Client Services Trainee

Lever, Inc.; Gary (IN); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Current tech stack

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and stay engaged after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with no cold calling required.

Comprehensive training is provided. You will work remotely from home and participate in Zoom interviews as part of the onboarding process.

Qualifications

• Admin duties include notes, appointments, and CRM hygiene.
• No cold calling is required.
• Virtual consultant role with Zoom interviews.

Responsibilities

• Assess client needs, teach options, and maintain relationships after the initial meeting.
• Manage scheduling, notes, and CRM hygiene.

Skills

Driven

Trainable

Dependable

On-camera comfortable

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.