Remote Client Success Advisor

Lever, Inc.; Bossier City (LA); Remote; USD 60,000 - 90,000; 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 who will assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, while benefiting from a fully remote setup.

The ideal candidate is driven and trainable, comfortable with camera use, and prepared to work within a qualified-interest pipeline and receive full training and ongoing advancement opportunities.

Qualifications

• Ability to assess client needs and explain options clearly.
• Maintain CRM hygiene and admin tasks (notes, appointments).

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• Handle ongoing client relationships and follow up as needed.

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, while benefiting from a fully remote setup.

The ideal candidate is driven and trainable, comfortable with camera use, and prepared to work within a qualified-interest pipeline and receive full training and ongoing advancement opportunities.