Work From Home - Client Services Coordinator

Lever, Inc.; Rutland (VT); Remote; USD 40,000 - 65,000; 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 to assess client needs, teach options, and nurture the relationship after the first meeting. This role emphasizes Zoom-based interactions and ongoing client engagement.

Administrative duties include notes, appointments, and CRM hygiene. The position offers full training, a qualified-interest pipeline, and opportunities for performance-based advancement with a work-from-home setup.

Qualifications

• Candidates should be client-focused and trainable.
• Comfortable on camera during virtual meetings.

Responsibilities

• Assess client needs and present options to address them.
• Maintain CRM hygiene, take notes, and schedule follow-ups.

Skills

Relationship-building

Tools

CRM software

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.