Remote Client Intake Specialist | Virtual Consultant
Cumberland, Providence County, Rhode Island, 02864, USA
Listed on 2026-10-09
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Customer Service/HelpDesk
Lever, Inc. is seeking a virtual consultant to assess client needs and clearly present options after the initial meeting. You will maintain the relationship following the first encounter and ensure CRM hygiene through notes and appointment scheduling. This role supports remote collaboration with Zoom interviews.
Responsibilities include ongoing client engagement, documenting insights, and staying aligned with the client journey. Training is provided and a comfortable camera presence is expected.
Our organisation is growing, and we are hiring a Remote Client Intake Specialist | Virtual Consultant in Coventry, RI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Intake Specialist | Virtual Consultant role in the description above.
We appreciate your interest in this position.
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