Remote Member Services Pro: Virtual Relationship Builder

Lever, Inc.; Wauwatosa (WI); Remote; USD 45,000 - 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 who assesses client needs, demonstrates options, and sustains the relationship after the initial meeting. The role includes essential admin duties such as notes, appointments, and CRM hygiene, with the advantage of working from home and a structured training path.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a performance-based advancement environment. Interviews on Zoom.

Qualifications

• Strong communication and relationship-building skills.
• Comfortable using Zoom or similar video tools.
• Efficient in note-taking, scheduling, and CRM upkeep.
• Ability to work autonomously in a remote setting.

Responsibilities

• Assess client needs and present options.
• Teach customers about solutions and benefits.
• Maintain the customer relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM software

Communication

Time management

Remote collaboration

Tools

CRM system

Video conferencing

Scheduling tools

Notes/CRM hygiene

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, demonstrates options, and sustains the relationship after the initial meeting. The role includes essential admin duties such as notes, appointments, and CRM hygiene, with the advantage of working from home and a structured training path.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a performance-based advancement environment. Interviews on Zoom.