Remote Team Lead - Client Services

Lever, Inc.; Newport (RI); Remote; USD 50,000 - 80,000; 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 engage prospects after the initial meeting. You will assess needs, teach options, and guide clients while maintaining the relationship through the follow-up cycle.

Admin duties are a core part of the role: taking notes, scheduling appointments, and maintaining CRM hygiene. The position offers work-from-home flexibility, no cold calling, and full training to get you up to speed.

Qualifications

• Admin is part of the job: notes, appointments, CRM hygiene.
• Virtual consultant role focused on needs assessment and option education.
• Interviews on Zoom.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-ready

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.