New Member Onboarding Specialist - Remote

Lever, Inc.; Sacramento (CA); Remote; USD 60,000 - 90,000; 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 who assesses client needs, explains options, and remains engaged after the first meeting. You will guide prospects through solutions and build trust in a remote setting.

The role includes administrative work such as notes, appointments, and CRM hygiene, with full training provided to ensure success. Emphasis on clear virtual communication and relationship management.

Qualifications

• Must be driven, trainable and dependable.
• Comfortable on camera and in virtual interactions.
• Able to learn and adapt in a fast-paced environment.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable on camera

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.