Client Benefits Coordinator - Remote

Lever, Inc.

Georgetown (KY)

Remote

USD 60,000 - 90,000

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 virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes admin duties like notes, calendar hygiene, and CRM upkeep, with the flexibility of working from home.

You'll join a team that values drive, trainability, dependability, and comfort with cameras, and interviews are conducted via Zoom. This is a remote, virtual position requiring strong client interaction and disciplined time management.

Responsibilities

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

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.

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