Client Advisory Associate

Talentoma; Arkansas; À distance; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Health coverage

Paid leave

Maternity leave

Bonus opportunities

Stipends

Résumé du poste

Talentoma is seeking a Client Advisory Associate for a fully remote, work-from-home role based in Arkansas, United States. The position supports clients by clarifying service information, guiding them to next steps, and recording interactions in Nimble and Basecamp.

It requires a 40-hour weekly commitment and collaborative teamwork with consulting leaders. No prior experience is required, but interest in learning and strong communication are essential.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in client-facing support, professional services, or administrative work preferred.
• Interest in learning how consulting teams translate client questions into practical next steps.
• Ability to read service information carefully and explain it in clear, respectful language.
• Ability to use a CRM such as Nimble and a project management tool such as Basecamp after training.

Responsabilités

• Receive client questions through a shared request queue, email, and scheduled conversations, then acknowledge each request with a clear and professional response.
• Create and update interaction entries in a CRM such as Nimble, capturing the client question, relevant background, actions taken, and next steps.
• Review available service information, internal guidance, and prior interaction history to understand the request before responding.
• Provide straightforward guidance on service options, processes, and resources while staying within approved information and established team practices.
• Ask focused follow-up questions when a request lacks necessary details, and confirm understanding before offering a recommended next step.
• Coordinate with consulting colleagues or service specialists when a question requires deeper subject knowledge, then relay the outcome to the client.
• Escalate urgent, unresolved, or sensitive client concerns to the consulting team lead with complete notes and a concise summary of actions already taken.
• Track open requests and follow up with clients or internal contacts until the request has a clear outcome or handoff.
• Organize assigned follow-ups and recurring tasks in a project management tool such as Basecamp, keeping statuses current for the team.
• Invite appropriate clients to share feedback through a survey tool such as SurveyMonkey and summarize recurring themes for the consulting team lead.
• Meet quality expectations through accurate guidance, timely turnaround, complete interaction notes, and reliable follow-up on assigned requests.

Connaissances

Clear communication

CRM proficiency

Project management

Attention to detail

Team coordination

Formation

High school diploma or equivalent

Outils

Nimble

Basecamp

SurveyMonkey

Description du poste

Monthly Pay: $3,721 - $5,558 USD per month

Summary

When clients reach out, this role helps them leave with clear answers they can use. The Client Advisory Associate reviews client questions, explains available service information, and connects people with the appropriate next step, making each interaction easier to understand. This role sits within a consulting support team and works under a consulting team lead. The Associate works with clients, consulting colleagues, service specialists, and team leads to clarify needs and share consistent information. This is a fully remote, work from home position based in Arkansas, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities

• Receive client questions through a shared request queue, email, and scheduled conversations, then acknowledge each request with a clear and professional response.
• Create and update interaction entries in a CRM such as Nimble, capturing the client question, relevant background, actions taken, and next steps.
• Review available service information, internal guidance, and prior interaction history to understand the request before responding.
• Provide straightforward guidance on service options, processes, and resources while staying within approved information and established team practices.
• Ask focused follow-up questions when a request lacks necessary details, and confirm understanding before offering a recommended next step.
• Coordinate with consulting colleagues or service specialists when a question requires deeper subject knowledge, then relay the outcome to the client.
• Escalate urgent, unresolved, or sensitive client concerns to the consulting team lead with complete notes and a concise summary of actions already taken.
• Track open requests and follow up with clients or internal contacts until the request has a clear outcome or handoff.
• Organize assigned follow-ups and recurring tasks in a project management tool such as Basecamp, keeping statuses current for the team.
• Invite appropriate clients to share feedback through a survey tool such as SurveyMonkey and summarize recurring themes for the consulting team lead.
• Meet quality expectations through accurate guidance, timely turnaround, complete interaction notes, and reliable follow-up on assigned requests.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in client-facing support, professional services, or administrative work preferred.
• Interest in learning how consulting teams translate client questions into practical next steps.
• Ability to read service information carefully and explain it in clear, respectful language.
• Ability to use a CRM such as Nimble and a project management tool such as Basecamp after training.
• Comfortable entering concise interaction notes, reviewing details, and maintaining organized request histories.
• Sound judgment when identifying questions that should be routed to a consulting colleague or team lead.
• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.
• Fully remote work from home in Arkansas, United States.
• Structured onboarding and training on a CRM such as Nimble, a project management tool such as Basecamp, and a survey tool such as SurveyMonkey.
• Regular check-ins with the consulting team lead to discuss questions, priorities, and development.
• Opportunities to build skills in client guidance, request evaluation, written responses, and consulting support.
• Health coverage, paid leave, maternity leave, bonus opportunities, and stipends.