At-Home Client Enrollment Specialist

Lever, Inc.

Grand Rapids (MI)

Remote

USD 50,000 - 75,000

Full time

3 days ago
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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 remote virtual consultant who evaluates client needs, presents options, and maintains the relationship after the initial meeting. The role includes admin tasks like notes, scheduling, and CRM hygiene, with full training provided.

You will work from home, collaborate with teams, and participate in ongoing learning to improve outcomes and support clients throughout the engagement.

Qualifications

  • Assess client needs and present options to move conversations forward.
  • Maintain CRM hygiene, take notes, and schedule appointments after meetings.

Responsibilities

  • Provide virtual consulting to customers and build ongoing relationships after the initial meeting.
  • Handle admin tasks such as notes, appointments, and CRM maintenance to keep pipelines clean.
  • Participate in training and collaborate with teams while working remotely.

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.

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