Remote Part-Time Client Onboarding Specialist

Lever, Inc.; Kent (WA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

CRM hygiene

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will manage administrative tasks involved with client engagement, including notes, scheduling, and maintaining clean CRM records.

The position emphasizes working remotely from the United States, with full training provided and interviews conducted via Zoom as part of a modern remote-ready environment.

Responsibilities

• Assess client needs and teach options, staying in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will manage administrative tasks involved with client engagement, including notes, scheduling, and maintaining clean CRM records.

The position emphasizes working remotely from the United States, with full training provided and interviews conducted via Zoom as part of a modern remote-ready environment.