Work From Home - Member Care Specialist

Lever, Inc.; Rawlins (WY); Remote; USD 55,000 - 75,000; 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 hiring a remote virtual consultant who will assess client needs, present options, and nurture relationships after the first meeting. You will manage notes, schedule appointments, and maintain CRM hygiene as essential admin duties.

The role emphasizes strong communication, adaptability, and comfort with Zoom interviews, while avoiding cold calling and leveraging a qualified-interest pipeline with full training provided.

Qualifications

• Notes, appointments and CRM hygiene are part of daily admin tasks.
• Ability to manage client information with accuracy and privacy.
• Comfort with virtual work and online tools.

Responsibilities

• Assess client needs and tailor options accordingly.
• Maintain relationships after the first meeting.
• Handle admin tasks including notes, appointments and CRM hygiene.

Skills

CRM hygiene

Notes management

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.