Remote Client Account Representative

Aogarciaagency; San Francisco (CA); Remote; USD 65,000 - 110,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

No cold calling

Current tech stack

Qualified-interest pipeline

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role blends advisory work with admin duties like notes, appointments, and CRM hygiene.

You'll work in a no cold-calling environment with a qualified-interest pipeline, receive full training, access the current tech stack, and enjoy remote work with opportunities for advancement based on performance.

Qualifications

• Experience presenting options and discussing needs with clients.
• Ability to manage client relationships after initial meeting.
• Comfortable using video conferencing tools (Zoom / similar).

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Video calls

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.

Interviews on Zoom.