Remote Member Relations Specialist — Full Training

Lever, Inc.; Cumberland (RI); 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. seeks a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role includes admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene. Training is provided, and there is a current tech stack to support remote work.

The position emphasizes reliability, trainability, and comfort with camera-based interactions, with interviews conducted on Zoom.

Qualifications

• Experience with virtual consultations and maintaining client relationships.
• Comfortable using Zoom for interviews.
• Willing to work from home with full training.
• Strong notes-taking and CRM hygiene.

Responsibilities

• Assess client needs in virtual meetings.
• Teach options and guide next steps.
• Maintain relationship after initial meeting.
• Handle admin tasks like notes, appointments, CRM hygiene.

Skills

CRM hygiene

Notes management

Appointment scheduling

Remote work

Tools

CRM software

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role includes admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene. Training is provided, and there is a current tech stack to support remote work.

The position emphasizes reliability, trainability, and comfort with camera-based interactions, with interviews conducted on Zoom.