Remote Virtual Consultant: Member Services & Relationships

Lever, Inc.; Norwalk (CT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with a focus on building a qualified-interest pipeline.

This position emphasizes full training and progression through performance-based advancement, with work-from-home flexibility using current tech stack. Interviews typically occur on Zoom.

Qualifications

• Experience maintaining CRM hygiene and accurate notes.
• Ability to manage notes, appointments and follow-ups.
• Comfort with selling options and guiding clients remotely.

Responsibilities

• Assess client needs, teach options and guide decisions after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.
• Maintain relationships with clients via virtual meetings (Zoom) and follow-ups.

Skills

CRM hygiene

Notes management

Appointment scheduling

Sales acumen

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with a focus on building a qualified-interest pipeline.

This position emphasizes full training and progression through performance-based advancement, with work-from-home flexibility using current tech stack. Interviews typically occur on Zoom.