Remote Member Care & Relationship Consultant

Lever, Inc.; Peoria (IL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

You will interact with clients via Zoom and operate in a fully remote setting. Candidates should be driven, trainable, and dependable, comfortable on camera, with a willingness to engage in ongoing training and leverage the current tech stack.

Responsibilities

• Assess needs and present options to clients.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship building

Remote communication

CRM hygiene

Tools

CRM software

Current tech stack

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

You will interact with clients via Zoom and operate in a fully remote setting. Candidates should be driven, trainable, and dependable, comfortable on camera, with a willingness to engage in ongoing training and leverage the current tech stack.