Work From Home - Enrollment Specialist

Lever, Inc.; Kirkland (WA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with training and ongoing support.

You'll work from home with Zoom interviews and a modern tech stack, enjoying a performance-based advancement path and no cold calling.

Qualifications

• Experience conducting virtual consultations and guiding customers.
• Strong note-taking and data entry skills for CRM hygiene.
• Ability to schedule and manage appointments accurately.

Responsibilities

• Assess customer needs during the initial meeting.
• Educate customers about available options and next steps.
• Maintain relationships after the first meeting via follow-ups.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM usage

Virtual consultation

Note-taking

Appointment scheduling

Tools

CRM software

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.