Work From Home - Client Services Representative

Lever, Inc.; Georgetown (KY); Remote; USD 48,000 - 68,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role emphasizes CRM hygiene and admin tasks such as notes and scheduling.

This seat includes training, a no cold calling policy, a qualified-interest pipeline, and the ability to work from home. Interviews are conducted on Zoom.

You should be driven, trainable, dependable, and comfortable on camera.

Qualifications

• Able to assess client needs and present options.
• Maintain CRM hygiene, log notes, schedule appointments.

Responsibilities

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

Tools

CRM

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.