Virtual Client Experience Lead | Remote & Training

Lever, Inc.; Rogers (AR); Remote; USD 42,000 - 70,000; 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, explains options, and maintains ongoing relationships after the first meeting.

The role includes administrative duties such as taking notes, scheduling, and keeping the CRM up to date, plus training and a path for advancement. This position offers work-from-home flexibility with Zoom interviews, a straightforward onboarding, and a pipeline that emphasizes qualified opportunities.

Qualifications

• No specific degree required; role focuses on consultative skills and admin tasks.
• Experience with CRM systems and scheduling is a plus.

Responsibilities

• Assess client needs and present options in a consultative manner.
• Nurture relationships after the first meeting and maintain CRM hygiene.
• Handle admin tasks including notes, appointments, and data upkeep.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains ongoing relationships after the first meeting.

The role includes administrative duties such as taking notes, scheduling, and keeping the CRM up to date, plus training and a path for advancement. This position offers work-from-home flexibility with Zoom interviews, a straightforward onboarding, and a pipeline that emphasizes qualified opportunities.