Remote Client Care Consultant — Virtual Relationship Manager

Aogarciaagency; Saint Petersburg (FL); Remote; USD 50,000 - 70,000; 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 nurture the relationship after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home and leveraging the current tech stack.

The role includes training, a qualified-interest pipeline, and opportunities for performance-based advancement. Interviews are conducted on Zoom.

Qualifications

• Experience as a virtual consultant or client liaison.
• Able to manage relationships after initial meetings.
• Comfortable communicating via Zoom and video.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Camera presence

Tools

CRM software

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home and leveraging the current tech stack.

The role includes training, a qualified-interest pipeline, and opportunities for performance-based advancement. Interviews are conducted on Zoom.