Part-Time Member Services Associate - Work From Home

Lever, Inc.; Norwalk (CT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with a focus on building a qualified-interest pipeline.

This position emphasizes full training and progression through performance-based advancement, with work-from-home flexibility using current tech stack. Interviews typically occur on Zoom.

Qualifications

• Experience maintaining CRM hygiene and accurate notes.
• Ability to manage notes, appointments and follow-ups.
• Comfort with selling options and guiding clients remotely.

Responsibilities

• Assess client needs, teach options and guide decisions after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.
• Maintain relationships with clients via virtual meetings (Zoom) and follow-ups.

Skills

CRM hygiene

Notes management

Appointment scheduling

Sales acumen

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.