Remote Client Advisory Specialist

Talentoma

Arkansas

Remote

USD 42,000 - 62,000

Full time

40 hours ago
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Benefits offered by this job

Health coverage
Paid leave
Maternity leave
Bonus opportunities
Stipends

Job summary

Talentoma is seeking a Client Advisory Associate for a fully remote, work-from-home role based in Arkansas, United States. The position supports clients by clarifying service information, guiding them to next steps, and recording interactions in Nimble and Basecamp.

It requires a 40-hour weekly commitment and collaborative teamwork with consulting leaders. No prior experience is required, but interest in learning and strong communication are essential.

Qualifications

  • High school diploma or equivalent.
  • No experience required; related experience in client-facing support, professional services, or administrative work preferred.
  • Interest in learning how consulting teams translate client questions into practical next steps.
  • Ability to read service information carefully and explain it in clear, respectful language.
  • Ability to use a CRM such as Nimble and a project management tool such as Basecamp after training.

Responsibilities

  • Receive client questions through a shared request queue, email, and scheduled conversations, then acknowledge each request with a clear and professional response.
  • Create and update interaction entries in a CRM such as Nimble, capturing the client question, relevant background, actions taken, and next steps.
  • Review available service information, internal guidance, and prior interaction history to understand the request before responding.
  • Provide straightforward guidance on service options, processes, and resources while staying within approved information and established team practices.
  • Ask focused follow-up questions when a request lacks necessary details, and confirm understanding before offering a recommended next step.
  • Coordinate with consulting colleagues or service specialists when a question requires deeper subject knowledge, then relay the outcome to the client.
  • Escalate urgent, unresolved, or sensitive client concerns to the consulting team lead with complete notes and a concise summary of actions already taken.
  • Track open requests and follow up with clients or internal contacts until the request has a clear outcome or handoff.
  • Organize assigned follow-ups and recurring tasks in a project management tool such as Basecamp, keeping statuses current for the team.
  • Invite appropriate clients to share feedback through a survey tool such as SurveyMonkey and summarize recurring themes for the consulting team lead.
  • Meet quality expectations through accurate guidance, timely turnaround, complete interaction notes, and reliable follow-up on assigned requests.

Skills

Clear communication
CRM proficiency
Project management
Attention to detail
Team coordination

Education

High school diploma or equivalent

Tools

Nimble
Basecamp
SurveyMonkey

Job description

Talentoma is seeking a Client Advisory Associate for a fully remote, work-from-home role based in Arkansas, United States. The position supports clients by clarifying service information, guiding them to next steps, and recording interactions in Nimble and Basecamp.

It requires a 40-hour weekly commitment and collaborative teamwork with consulting leaders. No prior experience is required, but interest in learning and strong communication are essential.

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