Client Experience Specialist - Work From Home

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 40,000 - 60,000; 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

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents suitable options, and maintains relationships after the initial meeting.

The role includes admin tasks such as taking notes, scheduling appointments, and ensuring CRM hygiene, with full training and a clear path for advancement; remote work is supported.

Qualifications

• Ability to manage CRM hygiene and notes.
• Comfort with camera for virtual meetings.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Tools

CRM

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.