Remote Client Success & Solutions Consultant

Lever, Inc.; Fairmont (WV); Remote; USD 50,000 - 75,000; 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. seeks a virtual consultant who assesses client needs, teaches options, and stays in the relationship after the first meeting. Admin duties include notes, appointments, CRM hygiene, with no cold calling and a qualified-interest pipeline. Full training is provided, and the role supports work from home; interviews are conducted on Zoom.

Current tech stack and performance-based advancement are part of the seat, emphasizing flexibility, drive, and reliability in a remote setting.

Qualifications

• Experience with virtual consulting and CRM hygiene.
• Strong administrative and calendar management skills.
• Comfortable on camera and with remote interviews.

Responsibilities

• Assess client needs and present suitable options.
• Teach clients about services and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM management

Administrative support

Calendar management

Communication

Tools

CRM software

Zoom

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, teaches options, and stays in the relationship after the first meeting. Admin duties include notes, appointments, CRM hygiene, with no cold calling and a qualified-interest pipeline. Full training is provided, and the role supports work from home; interviews are conducted on Zoom.

Current tech stack and performance-based advancement are part of the seat, emphasizing flexibility, drive, and reliability in a remote setting.