Remote Client Success Advisor

Lever, Inc.; Georgetown (DE); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Full training

No cold calling

Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role emphasizes CRM hygiene, note-taking, and calendar management while enabling a seamless customer journey from home.

This position offers training, a remote setup, and a no cold calling policy. You'll work with a qualified-interest pipeline and participate in Zoom interviews.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• Must manage and update CRM data accurately.

Responsibilities

• Assess needs and teach options.
• Stay in the relationship after the first meeting.

Skills

CRM proficiency

Communication skills

Relationship management

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role emphasizes CRM hygiene, note-taking, and calendar management while enabling a seamless customer journey from home.

This position offers training, a remote setup, and a no cold calling policy. You'll work with a qualified-interest pipeline and participate in Zoom interviews.