Remote Client Solutions Consultant

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

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.