Remote Client Success Consultant

Lever, Inc.; Las Cruces (NM); On-site; USD 50,000 - 75,000; 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 assesses client needs, teaches options, and stays engaged after the initial meeting. The role includes admin tasks like notes, scheduling, and CRM hygiene, with an emphasis on maintaining strong client relationships.

You will operate in a fully remote capacity, using the current tech stack and participating in ongoing training. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Experience in virtual consulting or client relations.
• Familiarity with CRM systems and note management.
• Strong written and verbal communication skills.

Responsibilities

• Assess client needs and present suitable options.
• Maintain the client relationship after the first meeting.
• Handle admin tasks such as notes, scheduling, and CRM hygiene.

Skills

CRM hygiene

Client relations

Note-taking

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and stays engaged after the initial meeting. The role includes admin tasks like notes, scheduling, and CRM hygiene, with an emphasis on maintaining strong client relationships.

You will operate in a fully remote capacity, using the current tech stack and participating in ongoing training. Ideal candidates are driven, trainable, dependable, and comfortable on camera.