Remote Virtual Consultation Specialist

Lever, Inc.; Burlington (VT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and keeps the relationship after the first meeting. The role emphasizes CRM hygiene, note-taking, and appointment setting as part of admin responsibilities.

You’ll work from home with a built-in training program, a qualified-interest pipeline, and opportunities for performance-based advancement. Zoom interviews are standard, and candidates should be driven, trainable, and comfortable on camera.

Qualifications

• Candidates should be driven, trainable, and dependable.
• Comfortable on camera and able to manage CRM notes.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and keeps the relationship after the first meeting. The role emphasizes CRM hygiene, note-taking, and appointment setting as part of admin responsibilities.

You’ll work from home with a built-in training program, a qualified-interest pipeline, and opportunities for performance-based advancement. Zoom interviews are standard, and candidates should be driven, trainable, and comfortable on camera.