Client Needs Specialist - Work From Home

Remote Jobs; Charlotte (NC); Remote; USD 50,000 - 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

Remote Jobs is seeking a virtual consultant who assesses client needs, explains options, and maintains engagement after the first meeting. The role includes administrative duties like notes, scheduling, and CRM upkeep, with full training provided and a tech stack in use.

This remote position emphasizes relationship-building, staying connected with clients, and working from home while leveraging AI tools to support the recruitment process. Final decisions are human-made.

Qualifications

• Ability to assess needs and clearly explain options to clients.
• Maintain patient, structured follow-up and build long-term relationships.

Responsibilities

• Assess client needs and teach best options.
• Stay in the relationship after the first meeting.
• Admin tasks: take notes, schedule appointments, maintain CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera friendly

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.