Remote Client Success Consultant

Lever, Inc.; Avondale (AZ); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Job summary

Lever, Inc. is seeking a Virtual Consultant to assess client needs, present options, and maintain a lasting relationship after the initial meeting.

The role emphasizes building trust and guiding clients through decisions while coordinating follow-up steps. The position involves administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with full training provided and the current tech stack in use.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a Virtual Consultant to assess client needs, present options, and maintain a lasting relationship after the initial meeting.

The role emphasizes building trust and guiding clients through decisions while coordinating follow-up steps. The position involves administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with full training provided and the current tech stack in use.