Remote Client Success Consultant

Lever, Inc.; Portsmouth (VA); Remote; USD 50,000 - 80,000; 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, explains options, and maintains ongoing relationships after the first meeting. You will handle admin tasks, keep CRM hygiene, and participate in Zoom interviews. The role supports a work-from-home setup with clear advancement and training paths.

Ideal candidates are driven, trainable, dependable, and comfortable with a camera. This position emphasizes qualification-based progress and ongoing client engagement.

Qualifications

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

Responsibilities

• Assess client needs in virtual meetings and tailor options.
• Educate clients about available choices and next steps.
• Maintain and nurture the relationship after the initial meeting.
• Handle administrative duties such as notes, scheduling, and CRM hygiene.
• Participate in Zoom interviews when required.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains ongoing relationships after the first meeting. You will handle admin tasks, keep CRM hygiene, and participate in Zoom interviews. The role supports a work-from-home setup with clear advancement and training paths.

Ideal candidates are driven, trainable, dependable, and comfortable with a camera. This position emphasizes qualification-based progress and ongoing client engagement.