Virtual Client Services Associate

Lever, Inc.; Goffstown (NH); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calls

Qualified-interest pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. You will handle essential admin tasks such as note-taking, scheduling, and CRM hygiene while staying aligned with clients throughout the process.

The role emphasizes strong communication, adaptability, and comfort with being on camera, with training provided and a clear path for performance-based advancement.

Qualifications

• Traits to succeed include being driven, trainable, dependable, competitive, and comfortable on camera.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-ready

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.