Remote Client Account Representative

Aogarciaagency; Pennsylvania; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

Aogarciaagency seeks a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes comprehensive admin tasks such as notes, appointment scheduling, and CRM hygiene while leveraging the current tech stack.

The position offers a work-from-home setup with Zoom interviews and a pathway for performance-based advancement after completing full training.

Qualifications

• Familiarity with CRM hygiene best practices.
• Ability to assess client needs and articulate options.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Virtual consulting

Tools

CRM system

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.

Interviews on Zoom.