Remote Leadership Trainee - Virtual Consultant

Lever, Inc.; Ames (IA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full onboarding/training

CRM hygiene & admin support

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. You will handle admin tasks including notes, appointments, and CRM hygiene, while engaging prospects remotely.

The role emphasizes training, remote collaboration, and ongoing client engagement, with interviews conducted on Zoom and a focus on efficient CRM upkeep.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

CRM management

Remote work

Lead qualification

Relationship management

Note taking

Tools

CRM software

Zoom

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. You will handle admin tasks including notes, appointments, and CRM hygiene, while engaging prospects remotely.

The role emphasizes training, remote collaboration, and ongoing client engagement, with interviews conducted on Zoom and a focus on efficient CRM upkeep.