Remote Member Services Consultant

Lever, Inc.; Kenosha (WI); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and CRM hygiene. The position offers work-from-home flexibility, with interviews conducted on Zoom.

Candidates should be comfortable with virtual collaboration and staying connected with clients throughout the engagement lifecycle. No on-site requirements specified.

Qualifications

• CRM hygiene and good admin practices are required.
• Ability to manage notes and schedule appointments effectively.

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.

Skills

CRM hygiene

Tools

CRM system

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and CRM hygiene. The position offers work-from-home flexibility, with interviews conducted on Zoom.

Candidates should be comfortable with virtual collaboration and staying connected with clients throughout the engagement lifecycle. No on-site requirements specified.