Remote Client Success Pro — Virtual Relationship Builder

Lever, Inc.; Elizabeth (NJ); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. seeks a virtual consultant who will assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative tasks like notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and training provided.

A strong candidate is driven, trainable, and comfortable on camera, able to work remotely in the US. Ideal traits include dependability and a proactive approach to building qualified-interest pipelines.

Qualifications

• Virtual consultant role requiring ability to assess needs and teach options.
• Maintain relationship after the initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options in a clear, consultative manner.
• Nurture relationships after the first meeting to drive ongoing engagement.
• Handle admin duties: notes, appointments, and CRM hygiene.
• Conduct interviews or meetings on Zoom.

Skills

Self-motivation

Trainability

Reliability

Camera-ready

Competitive mindset

Tools

CRM software

Job description

Lever, Inc. seeks a virtual consultant who will assess client needs, teach options, and maintain the relationship after the first meeting. The role includes administrative tasks like notes, scheduling, and CRM hygiene, with interviews conducted on Zoom and training provided.

A strong candidate is driven, trainable, and comfortable on camera, able to work remotely in the US. Ideal traits include dependability and a proactive approach to building qualified-interest pipelines.