Remote Client Solutions Consultant

Lever, Inc.; Laurel (DE); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach available options, and sustain the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and keeping CRM hygiene, with interviews conducted via Zoom.

The position offers training and operates from home, enabling flexible, remote collaboration and ongoing client engagement throughout the sales cycle.

Qualifications

• Virtual consultation duties include assessing needs, teaching options, and maintaining client relationship after initial meeting.
• Administrative tasks include taking notes, scheduling appointments, and CRM hygiene.

Responsibilities

• Assess client needs in a virtual setting and present suitable options.
• Maintain the customer relationship after the first meeting, via Zoom or other virtual channels.

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach available options, and sustain the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and keeping CRM hygiene, with interviews conducted via Zoom.

The position offers training and operates from home, enabling flexible, remote collaboration and ongoing client engagement throughout the sales cycle.