Work From Home - Client Benefits Planner

Lever, Inc.; Boulder (CO); Remote; USD 60,000 - 90,000; 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, present options, and maintain the relationship after the first meeting. You will perform administrative duties including notes, appointments, and CRM hygiene, with interviews conducted on Zoom and a focus on remote collaboration.

The role emphasizes self-motivation, dependability, and adaptability in a fast-paced, results-driven environment. Training is provided and the position supports work-from-home arrangements.

Qualifications

• Admin tasks include taking notes, scheduling appointments and maintaining CRM hygiene.
• Interviews are conducted on Zoom.

Responsibilities

• Assess client needs, educate on options, and nurture the relationship after the initial meeting.
• Handle admin duties such as notes, scheduling, and CRM upkeep.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Self-motivated

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.