Remote Client Success Consultant

Lever, Inc.; San Francisco (CA); Remote; USD 55,000 - 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 based in the United States who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM data clean.

The position offers a work-from-home setup, access to a qualified-interest pipeline, and thorough training, with opportunities for performance-based advancement and ongoing virtual interviews on Zoom.

Responsibilities

• Assess client needs, present options, and stay in the relationship after the first meeting.
• Handle administrative tasks like notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant based in the United States who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and keeping CRM data clean.

The position offers a work-from-home setup, access to a qualified-interest pipeline, and thorough training, with opportunities for performance-based advancement and ongoing virtual interviews on Zoom.