Remote Client Success Specialist

Lever, Inc.; Waukesha (WI); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who builds trust with clients by assessing needs, presenting options, and maintaining the relationship after the initial meeting.

Admin is part of the role: notes, appointments, CRM hygiene, and up-to-date records. This position supports remote collaboration with a modern tech stack and weekly Zoom interactions.

No cold calling, a qualified-interest pipeline, and performance-based advancement accompany full training and a work-from-home setup.

Qualifications

• Admin tasks such as notes, scheduling and CRM hygiene.
• Ability to assess client needs and present options in a virtual setting.

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

Admin tasks

Virtual consulting

Zoom

Tools

Zoom

Job description

Lever, Inc. is seeking a virtual consultant who builds trust with clients by assessing needs, presenting options, and maintaining the relationship after the initial meeting.

Admin is part of the role: notes, appointments, CRM hygiene, and up-to-date records. This position supports remote collaboration with a modern tech stack and weekly Zoom interactions.

No cold calling, a qualified-interest pipeline, and performance-based advancement accompany full training and a work-from-home setup.