Remote Member Services Consultant

Lever, Inc.; Memphis (TN); Remote; USD 50,000 - 75,000; 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 to assess client needs, teach options, and maintain relationships after the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date, with full training provided.

Work from home is supported, and interviews are conducted on Zoom. The position emphasizes staying connected with clients and leveraging the current tech stack to support ongoing relationships and qualified

Qualifications

• Assess client needs and present viable options.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Interviews conducted on Zoom and remote onboarding.

Responsibilities

• Assess needs, teach options, and stay in relationship after the first meeting.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene up to date, with full training provided.

Work from home is supported, and interviews are conducted on Zoom. The position emphasizes staying connected with clients and leveraging the current tech stack to support ongoing relationships and qualified