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Remote Client Intake & Relationship Builder

AO Garcia Agency

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and the option to work from home. Interviews will be conducted on Zoom.

The position emphasizes staying in touch with clients, guiding them through options, and leveraging the current tech stack to support the sales process, all from a remote setting.

#J-18808-Ljbffr
Vacancy posted 5 hours ago
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