Work From Home - Client Services Coordinator

Lever, Inc.; Boulder City (NV); Remote; USD 50,000 - 80,000; 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, teaches options, and maintains relationships after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with the flexibility of remote work and training.

Candidates should be comfortable with Zoom interviews, be driven and trainable, and thrive in a fast-moving environment that rewards performance-based advancement.

Qualifications

• Assess client needs and explain options.
• Maintain relationships after the initial meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.

Responsibilities

• Note taking and appointment scheduling.
• CRM hygiene and data cleanliness.
• Guide prospects through options and close follow-up steps.

Skills

Virtual consultant

CRM hygiene

Relationship management

Notes and admin

Tools

CRM tools

Zoom

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.