Client Success Associate - Work From Home

Remote Jobs; Waukesha (WI); Remote; USD 34,000 - 48,000; 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, teaches options, and nurtures the relationship after the first meeting.

Admin duties include notes, scheduling, and CRM hygiene. The role offers full training, no cold calling, a qualified-interest pipeline, and work from home.

Qualifications

• Needs assessment and solution teaching for clients.
• Admin tasks include notes, appointments, and CRM hygiene.
• AI tools may assist hiring; final decisions by humans.

Responsibilities

• Assess client needs and teach options.
• Maintain client relationships after first meeting.
• Keep CRM data clean and up to date.

Skills

Communication

Relationship-building

Self-motivation

Adaptability

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.

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.