Benefits Concierge - Work From Home

Lever, Inc.; Calgary; Remote; CAD 60,000 - 90,000; 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 maintain relationships after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with no cold calling. It offers training and a current tech stack, plus the flexibility of remote work from home.

Successful candidates are driven, trainable, dependable, comfortable competing, and comfortable on camera, with interviews conducted via Zoom.

Qualifications

• Experience in virtual consulting or client relationship management.
• Comfortable on camera during virtual meetings.
• Strong organizational skills for admin tasks such as notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs in a virtual setting and present suitable options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

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.