Remote Part-Time Client Onboarding Specialist

Lever, Inc.; Plainfield (NJ); 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 to assess client needs, teach options, and stay in the relationship after the first meeting. The role emphasizes remote work and strong Zoom communication.

Administrative duties include notes, scheduling, and CRM hygiene. You’ll work with the current tech stack and benefit from full training and a home-friendly setup. Ideal candidates are driven, trainable, dependable and comfortable on camera.

Responsibilities

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

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. The role emphasizes remote work and strong Zoom communication.

Administrative duties include notes, scheduling, and CRM hygiene. You’ll work with the current tech stack and benefit from full training and a home-friendly setup. Ideal candidates are driven, trainable, dependable and comfortable on camera.