Client Onboarding Coordinator - Remote

Aogarciaagency; Lancaster (Lancaster County); Remote; USD 60,000 - 80,000; 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

Aogarciaagency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes empathy, clarity, and solutions orientation.

You'll handle administrative tasks such as notes, appointments, and CRM hygiene. The position offers remote work, training, and a path for advancement based on performance.

Responsibilities

• You assess client needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

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.