Virtual Benefits Concierge: Training, WFH, No Cold Calling

Lever, Inc.; Springfield (OH); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Job summary

Lever, Inc. is hiring for a remote Virtual Consultant based in the United States. You will assess customer needs, present options, and maintain the relationship after the initial meeting.

Administrative duties include notes, appointment scheduling, and CRM hygiene, with Zoom interviews and training as part of the role. This position emphasizes being driven, trainable, and dependable, with comfort on camera.

Qualifications

• Experience in administering CRM data and notes maintenance.
• Strong organizational skills and calendar management.
• Ability to learn and adapt to new tools quickly.

Responsibilities

• Assess customer needs and present options during the first meeting.
• Maintain relationship after the first meeting via follow-ups.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Administrative support

Notes & scheduling

Tools

CRM system

Job description

Lever, Inc. is hiring for a remote Virtual Consultant based in the United States. You will assess customer needs, present options, and maintain the relationship after the initial meeting.

Administrative duties include notes, appointment scheduling, and CRM hygiene, with Zoom interviews and training as part of the role. This position emphasizes being driven, trainable, and dependable, with comfort on camera.