Remote Client Success & Retention Consultant

Lever, Inc.; Wentzville (MO); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Qualified-interest pipeline

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role emphasizes clear communication, problem solving, and collaborative engagement with clients.

Admin duties include meticulous notes, scheduling, and keeping the CRM up to date, all while working remotely with comprehensive training and a defined progression path.

Qualifications

• Ability to build rapport with clients virtually.
• Strong listening and discovery skills.
• Comfort guiding clients through options and next steps.

Responsibilities

• Assess client needs and present viable options.
• Stay in the relationship after the first meeting to support decision-making.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Relationship building

Active listening

Virtual consultation

Tools

CRM

Zoom

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role emphasizes clear communication, problem solving, and collaborative engagement with clients.

Admin duties include meticulous notes, scheduling, and keeping the CRM up to date, all while working remotely with comprehensive training and a defined progression path.