Monthly Pay: $4,209 - $5,664 USD per month
Summary
Operational questions, workflow gaps, and client follow-ups make up the daily work. This Consulting Specialist examines incoming consulting requests, organizes relevant details, and prepares clear guidance that helps clients move routine business matters forward. Sitting on the consulting and advisory services team, the Specialist works under a consulting team lead and partners with consultants, client contacts, and internal subject contributors. This desk-based role is fully remote and performed work from home in New York, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary. Careful review, practical recommendations, and timely handoffs help the team provide consistent support across each client engagement.
Job Responsibilities
- Receive consulting requests through a shared queue, emails, and service tickets, then identify the question, requested outcome, and relevant contacts.
- Review submitted background details, prior engagement notes, and available reference materials to understand the issue before beginning work.
- Enter request details, actions taken, and next steps in a spreadsheets and data entry tool such as Airtable.
- Organize open assignments, milestones, and handoff needs in a project management tool such as Basecamp.
- Research routine business topics using approved internal resources and summarize findings in clear, practical language for consultants and client contacts.
- Prepare focused guidance, status updates, and follow-up questions that help clarify operational concerns without making unsupported assumptions.
- Coordinate with consultants and internal subject contributors when a request needs specialized perspective, additional context, or review.
- Follow up with client contacts when required information is missing, unclear, or incomplete, and keep concise notes on responses.
- Escalate urgent, sensitive, or unresolved requests to the consulting team lead with a summary of findings, contacts, and recommended next action.
- Create simple feedback requests through a survey tool such as Typeform when directed, and summarize response themes for the team.
- Maintain quality through accurate summaries, timely turnaround, complete notes, and dependable follow-up on assigned requests.
Qualifications
- High school diploma or equivalent.
- About 1-2 years of related consulting, advisory support, client coordination, or office-based service experience preferred.
- Familiarity with common consulting workflows, client questions, and structured approaches for organizing business concerns preferred.
- Ability to review details, compare available information, and develop practical summaries for routine requests.
- Experience using a spreadsheets and data entry tool such as Airtable, a project management tool such as Basecamp, and a survey tool such as Typeform preferred.
- Clear written and verbal communication skills for explaining findings, asking follow-up questions, and sharing status updates.
- Ability to maintain discretion, use sound judgment, and handle multiple active requests with appropriate prioritization.
- Reliable computer, high-speed internet, and 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 supporting client-focused consulting activities from a home workspace.
- Structured onboarding and training on Airtable, Basecamp, Typeform, team workflows, and request-handling practices.
- Regular check-ins with the consulting team lead to discuss priorities, questions, and development.
- Opportunities to build consulting support, client guidance, operational review, and cross-functional coordination skills.
- Health coverage, paid leave, a 401(k), bonus opportunities, and stipends.