Virtual Client Consultant & Relationship Builder

Lever, Inc.; Westminster (CO); Remote; USD 55,000 - 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 who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes CRM hygiene, note-taking, and scheduling as part of everyday admin tasks.

You'll work from home with training, a qualified-interest pipeline, and ongoing support in a performance-driven environment. Interviews are conducted on Zoom.

Responsibilities

• Assess client needs and present tailored options.
• Maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes CRM hygiene, note-taking, and scheduling as part of everyday admin tasks.

You'll work from home with training, a qualified-interest pipeline, and ongoing support in a performance-driven environment. Interviews are conducted on Zoom.