Remote Client Advocacy Specialist

Aogarciaagency; Cleveland (OH); Remote; USD 45,000 - 65,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. This role includes admin tasks such as note-taking, scheduling, and CRM hygiene, with interviews conducted via Zoom.

No cold calling is required; you will gain access to a qualified-interest pipeline, receive full training, and enjoy performance-based advancement while working from home with the current tech stack.

Qualifications

• Driven, trainable and dependable.
• Comfortable on camera and with Zoom interviews.
• Willing to manage CRM hygiene and admin tasks.

Responsibilities

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

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.