Work From Home - Client Services Representative

Lever, Inc.; Sheridan (WY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant based in the United States to assess client needs, present options, and nurture relationships after the first meeting. This remote role emphasizes CRM hygiene, note-taking, and calendar discipline, with full training provided.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and ready to engage clients via Zoom. No cold calling, ongoing coaching, and a clear path for advancement.

Qualifications

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

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with camera

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.