Remote Virtual Appointment Strategist

Lever, Inc.; Blacksburg (VA); Remote; USD 52,000 - 76,000; 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 actionable options, and nurture relationships beyond the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with no cold calls required.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, able to work remotely from home, and participate in our full training and onboarding.

Qualifications

• Experience in virtual consulting or client advisory.
• Ability to assess needs and present options clearly.
• Comfortable maintaining client relationships after initial meeting.

Responsibilities

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

Skills

CRM hygiene

Relationship-building

Notes and appointments

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present actionable options, and nurture relationships beyond the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with no cold calls required.

The ideal candidate is driven, trainable, dependable, and comfortable on camera, able to work remotely from home, and participate in our full training and onboarding.