Remote Client Success Consultant

Lever, Inc.; Sheridan (WY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant based in the United States to assess client needs, present options, and nurture relationships after the first meeting. This remote role emphasizes CRM hygiene, note-taking, and calendar discipline, with full training provided.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to engage clients via Zoom. No cold calling, ongoing coaching, and a clear path for advancement.

Qualifications

• Assess client needs and present options clearly.
• Maintain relationships after the first meeting.
• Admin tasks: notes, appointments and CRM hygiene.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with camera

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant based in the United States to assess client needs, present options, and nurture relationships after the first meeting. This remote role emphasizes CRM hygiene, note-taking, and calendar discipline, with full training provided.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to engage clients via Zoom. No cold calling, ongoing coaching, and a clear path for advancement.