Virtual Member Services Pro - Remote & Training-Driven

Lever, Inc.; La Crosse (WI); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain relationships after the first meeting. The role includes essential admin duties such as notes and appointment management within the CRM, with no cold calling and training provided. Interviews are conducted on Zoom, and work-from-home is supported.

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

Qualifications

• Experience managing client relationships in a remote setting.
• Ability to assess client needs and present options effectively.
• Strong administrative discipline including notes and calendar hygiene.

Responsibilities

• Assess client needs and present viable options during virtual meetings.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: take notes, schedule appointments, and keep CRM up to date.

Skills

CRM hygiene

Relationship management

Virtual consults

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and sustain relationships after the first meeting. The role includes essential admin duties such as notes and appointment management within the CRM, with no cold calling and training provided. Interviews are conducted on Zoom, and work-from-home is supported.

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