Remote Onboarding Specialist & Client Relations

Lever, Inc.; Sacramento (CA); 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 seeking a virtual consultant who assesses client needs, explains options, and remains engaged after the first meeting. You will guide prospects through solutions and build trust in a remote setting.

The role includes administrative work such as notes, appointments, and CRM hygiene, with full training provided to ensure success. Emphasis on clear virtual communication and relationship management.

Qualifications

• Must be driven, trainable and dependable.
• Comfortable on camera and in virtual interactions.
• Able to learn and adapt in a fast-paced environment.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable on camera

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and remains engaged after the first meeting. You will guide prospects through solutions and build trust in a remote setting.

The role includes administrative work such as notes, appointments, and CRM hygiene, with full training provided to ensure success. Emphasis on clear virtual communication and relationship management.