Remote Client Experience Specialist — Full Training

AO Garcia Agency; Rapid City (SD); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Performance-based advancement

Job summary

AO Garcia Agency seeks a virtual consultant who can assess client needs, explain options, and maintain the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with a work-from-home setup.

The position offers full training, a dedicated pipeline of qualified opportunities, and the chance to advance based on performance while leveraging the current tech stack to stay productive and connected.

Qualifications

• Ability to assess client needs and propose options.
• Maintain ongoing relationships after initial meeting.
• Diligent administrative tasks including notes and calendar management.

Responsibilities

• Assess client needs and present options to clients.
• Nurture client relationships post-meeting.
• Keep CRM notes, schedule appointments, and ensure data hygiene.

Skills

CRM hygiene

Relationship building

Virtual consulting

Active listening

Tools

CRM software

Video conferencing tools

Job description

AO Garcia Agency seeks a virtual consultant who can assess client needs, explain options, and maintain the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with a work-from-home setup.

The position offers full training, a dedicated pipeline of qualified opportunities, and the chance to advance based on performance while leveraging the current tech stack to stay productive and connected.