Client Benefits Coordinator - Remote

Lever, Inc.; Laramie (WY); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Advancement based on performance

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain relationships after the first meeting. Admin duties include notes, scheduling, and CRM hygiene, all performed remotely.

This role emphasizes a qualified-interest pipeline, performance-based advancement, and full training, with interviews conducted on Zoom and no cold-calling required.

Qualifications

• Drivers with a strong work ethic and adaptability.
• Ability to learn quickly and follow through.
• Reliable performer who works well in virtual settings.
• Comfortable on camera during remote interactions.

Responsibilities

• Assess client needs and teach options, maintaining the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Engage in interviews via Zoom and manage the workflow.

Skills

Driven

Trainable

Dependable

Camera comfort

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.