Remote Client Success & Solutions Consultant

Lever, Inc.; Georgetown (KY); Remote; USD 48,000 - 68,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role emphasizes CRM hygiene and admin tasks such as notes and scheduling.

This seat includes training, a no cold calling policy, a qualified-interest pipeline, and the ability to work from home. Interviews are conducted on Zoom.

You should be driven, trainable, dependable, and comfortable on camera.

Qualifications

• Able to assess client needs and present options.
• Maintain CRM hygiene, log notes, schedule appointments.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role emphasizes CRM hygiene and admin tasks such as notes and scheduling.

This seat includes training, a no cold calling policy, a qualified-interest pipeline, and the ability to work from home. Interviews are conducted on Zoom.

You should be driven, trainable, dependable, and comfortable on camera.