Client Benefits Coordinator - Remote

Lever, Inc.; Prattville (AL); Remote; USD 40,000 - 70,000; 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 the relationship after the initial meeting. You will handle administrative tasks such as notes, appointment setting, and CRM hygiene while operating primarily from home.

The role emphasizes relationship-building, Zoom-based interviews, and a proactive, trainable mindset. No cold calling is involved, and you will work within a qualified-interest pipeline with performance-based advancement.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting to close or nurture the deal.
• Admin tasks: capture notes, schedule appointments, keep 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.