Member Experience Specialist - Remote

Lever, Inc.; Elsmere (DE); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant who educates clients on options, assesses needs, and preserves the relationship after the initial meeting. Administrative tasks include notes, appointments, and CRM hygiene, with interviews conducted on Zoom. The role offers full training and work-from-home arrangements.

Emphasis is on adaptability, reliability, and comfort with video communication, while maintaining a professional virtual presence.

Qualifications

• Experience using CRM systems to manage prospects and keep records accurate.
• Strong administrative skills including note-taking and calendar management.
• Comfortable working remotely and engaging via video calls (Zoom).

Responsibilities

• Assess client needs and teach options during consultations.
• Stay in a relationship with clients after the first meeting.
• Admin duties: take notes, schedule appointments, and maintain CRM hygiene.
• Participate in Zoom interviews as needed.

Skills

CRM management

Note-taking

Appointment scheduling

Remote work

Tools

CRM software

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.