Virtual Needs Analysis Consultant

Lever, Inc.; Santa Fe (NM); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain the relationship after the initial meeting. The role emphasizes virtual engagement and CRM hygiene while handling administrative tasks and maintaining a streamlined workflow.

The position supports a fully remote setup with training provided and access to the current tech stack, enabling effective collaboration and performance-based growth.

Responsibilities

• Assess client needs, present options, and maintain relationship after the first meeting.
• Admin tasks: notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain the relationship after the initial meeting. The role emphasizes virtual engagement and CRM hygiene while handling administrative tasks and maintaining a streamlined workflow.

The position supports a fully remote setup with training provided and access to the current tech stack, enabling effective collaboration and performance-based growth.