Remote Client Solutions Consultant

Lever, Inc.; Greensboro (NC); Remote; USD 35,000 - 75,000; 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, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and ongoing support delivered via Zoom and remote collaboration.

Admin duties include meticulous notes, scheduling, and CRM hygiene to keep the pipeline clean. This position offers full training, a modern tech stack, and the flexibility of work-from-home.

Qualifications

• Assess client needs and present options.
• Maintain ongoing client relationships after initial meeting.
• Admin tasks include notes, scheduling and CRM hygiene.

Responsibilities

• Assess client needs and educate options for decision making.
• Stay connected with clients after the first meeting to nurture the relationship.

Skills

CRM hygiene

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and ongoing support delivered via Zoom and remote collaboration.

Admin duties include meticulous notes, scheduling, and CRM hygiene to keep the pipeline clean. This position offers full training, a modern tech stack, and the flexibility of work-from-home.