New Member Onboarding Specialist - Remote

Lever, Inc.; Bethlehem (Northampton County); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene, while leveraging the current tech stack.

The position is remote, with Zoom-based interviews and ongoing training to ensure success. This opening emphasizes adaptability, self-motivation, and the ability to work from home while building long-term client

Qualifications

• Must be self-motivated and able to work remotely.
• Ability to manage notes, appointments, and CRM hygiene.
• Comfort with virtual interactions and client relationships.

Responsibilities

• Assess client needs and educate options.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

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.