Virtual Client Advisor | Remote & Growth‑Oriented

Lever, Inc.; Meridian (ID); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, present viable options, and maintain the relationship after the initial meeting, all from a remote setting that supports flexibility.

You will handle essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, while leveraging the current tech stack to stay organized. Interviews will be conducted on Zoom.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• Interviews on Zoom.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, present viable options, and maintain the relationship after the initial meeting, all from a remote setting that supports flexibility.

You will handle essential admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, while leveraging the current tech stack to stay organized. Interviews will be conducted on Zoom.