Remote Client Success Specialist

Lever, Inc.; Bismarck (ND); Remote; USD 55,000 - 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. is seeking a virtual consultant who will assess client needs, present options, and nurture the relationship after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home in a flexible setup.

The role emphasizes building trust, maintaining ongoing relationships, and leveraging a current tech stack to support clients, with no cold calling and clear pipeline opportunities for growth.

Qualifications

• Admin tasks include notes, appointments and CRM hygiene.
• Ability to manage CRM and documentation effectively.

Responsibilities

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

Skills

CRM hygiene

Notes management

Appointment scheduling

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, present options, and nurture the relationship after the initial meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home in a flexible setup.

The role emphasizes building trust, maintaining ongoing relationships, and leveraging a current tech stack to support clients, with no cold calling and clear pipeline opportunities for growth.