Remote Needs Analysis Specialist

Lever, Inc.; Lafayette (IN); Remote; USD 50,000 - 80,000; 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 assesses client needs, explains options, and stays in the relationship after the initial meeting.

In addition to consultative work, you will handle admin tasks such as notes, appointment scheduling, and keeping the CRM up to date.

This role supports remote work from home with full training, access to the current tech stack, and opportunities for advancement based on performance.

Responsibilities

• Assess client needs and tailor options.
• Maintain relationship after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.