Virtual Client Experience Lead | Remote Growth Path

Lever, Inc.; Augusta (ME); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with the flexibility of working from home and interviews conducted on Zoom.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote, process-driven environment. Training is provided and a qualified-interest pipeline is available.

Qualifications

• Virtual consultant experience or remote client engagement preferred
• Ability to manage CRM notes, appointments, and data hygiene
• Comfortable presenting options and guiding clients in a virtual setting
• Proficient with Zoom or video conferencing tools

Responsibilities

• Assess client needs virtually and build rapport
• Teach options and guide clients toward informed decisions
• Maintain the client relationship after the first meeting
• Handle admin tasks: notes, appointments, CRM hygiene
• Work from home and participate in virtual meetings

Skills

Driven

Trainable

Dependable

Comfortable on camera

Remote work

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with the flexibility of working from home and interviews conducted on Zoom.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote, process-driven environment. Training is provided and a qualified-interest pipeline is available.