Virtual Client Services Associate

Lever, Inc.; Elgin (IL); Remote; USD 60,000 - 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. seeks a flexible virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. You will guide prospects through discovery and demonstrate value in a fast-paced remote environment, coordinating with teammates.

Administrative duties include notes, appointments, and CRM hygiene. This work-from-home role uses Zoom for interviews and leverages the current tech stack to stay productive.

Qualifications

• Assess client needs and present suitable options.
• Nurture client relationships after initial meeting.
• Coordinate with team using email and video calls.

Responsibilities

• Assess needs, teach options, and stay in relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

virtual consultant

relationship-building

remote collaboration

Tools

CRM hygiene

notes and scheduling

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.