Remote Member Success Advisor

Lever, Inc.; Helena (MT); Remote; USD 50,000 - 80,000; 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. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

The role includes a qualified-interest pipeline, current tech stack, and clear opportunities for advancement based on performance. This is a remote position with thorough training and support.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• No cold calling; qualified-interest pipeline; performance-based advancement; full training; current tech stack; work from home.

Responsibilities

• Assess client needs and present suitable options.
• Maintain relationships after the initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

The role includes a qualified-interest pipeline, current tech stack, and clear opportunities for advancement based on performance. This is a remote position with thorough training and support.