Remote Team Lead - Client Services

Lever, Inc.; Lakeville (MN); 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, present options, and nurture the relationship after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while engaging clients remotely.

The ideal candidate thrives in a no cold-calling environment, engages in a qualified pipeline, and progresses through performance-based advancement with comprehensive training. Remote work is supported from home.

Qualifications

• Experience in virtual consulting or onboarding is a plus.
• Ability to guide prospects through options and close first meetings.

Responsibilities

• Assess client needs, teach options, and maintain relationship after the first meeting.
• Keep notes, schedule appointments, and maintain CRM hygiene.

Skills

Needs assessment

Relationship management

CRM hygiene

Zoom interviews

Remote work

Tools

CRM software

Video conferencing

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.