Remote Onboarding Specialist — Virtual Consultant

Lever, Inc.; Cumberland (MD); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain the relationship after the initial meeting. This role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all while leveraging the current tech stack.

The position offers a work-from-home arrangement and opportunities for advancement based on performance. Wonderful candidates will thrive in a driven, trainable, and dependable environment,

Qualifications

• Experience with virtual consults or client meetings is helpful.

Responsibilities

• Assess needs, present options, and maintain the client relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable on camera

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain the relationship after the initial meeting. This role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, all while leveraging the current tech stack.

The position offers a work-from-home arrangement and opportunities for advancement based on performance. Wonderful candidates will thrive in a driven, trainable, and dependable environment,