Virtual Member Care Consultant – Remote Growth Path

Lever, Inc.; West Valley City (UT); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role includes administrative responsibilities like notes, appointment scheduling, and CRM hygiene, with interviews conducted on Zoom.

Key attributes include being driveable, trainable, dependable, and comfortable on camera. The position offers work-from-home flexibility and a chance to advance based on performance, with access to current tech stack training.

Qualifications

• Assess needs and teach options to clients.
• Maintain relationship after initial meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Nurture client relationships after the first meeting.
• Perform admin tasks including notes, scheduling, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay engaged after the first meeting. The role includes administrative responsibilities like notes, appointment scheduling, and CRM hygiene, with interviews conducted on Zoom.

Key attributes include being driveable, trainable, dependable, and comfortable on camera. The position offers work-from-home flexibility and a chance to advance based on performance, with access to current tech stack training.