Remote Needs Analysis Specialist

Lever, Inc.; Santa Fe (NM); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain the relationship after the initial meeting. The role emphasizes virtual engagement and CRM hygiene while handling administrative tasks and maintaining a streamlined workflow.

The position supports a fully remote setup with training provided and access to the current tech stack, enabling effective collaboration and performance-based growth.

Responsibilities

• Assess client needs, present options, and maintain relationship after the first meeting.
• Admin tasks: notes, appointments, and 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.