Remote Client Success & Support Specialist

Lever, Inc.; Barre (VT); Remote; USD 60,000 - 90,000; 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 hiring a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. The role includes admin duties such as notes, appointment setting, and CRM data hygiene, with full training provided.

Enjoy a work-from-home setup and a stack that supports modern remote engagement. Interviews are conducted via Zoom. Ideal candidates are driven, trainable, and dependable, comfortable on camera, and capable of thriving in a

Qualifications

• Experience conducting virtual consultations and needs discovery.
• Ability to teach options and guide clients toward decisions.
• Proficiency with CRM systems and maintaining clean data.
• Comfortable working remotely and presenting on camera.

Responsibilities

• Assess client needs and map solutions.
• Educate clients on available options and next steps.
• Maintain relationship after first meeting and schedule follow-ups.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Needs assessment

Consultative selling

CRM hygiene

Remote work

Tools

CRM software

Zoom

Job description

Lever, Inc. is hiring a virtual consultant to assess client needs, present suitable options, and nurture the relationship after the initial meeting. The role includes admin duties such as notes, appointment setting, and CRM data hygiene, with full training provided.

Enjoy a work-from-home setup and a stack that supports modern remote engagement. Interviews are conducted via Zoom. Ideal candidates are driven, trainable, and dependable, comfortable on camera, and capable of thriving in a