Remote Client Intake & Relationship Consultant

Remote Jobs; Springfield (OR); Remote; USD 55,000 - 85,000; 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

Remote Jobs is seeking a virtual consultant who guides prospects through needs assessment, presents options, and builds ongoing relationships after the first meeting.

In addition to consultative work, you will handle admin duties such as notes, scheduling, CRM hygiene, and leveraging current tech stack to support hiring decisions. This role emphasizes reliability, clear communication, and comfort with video calls.

Responsibilities

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

Job description

Remote Jobs is seeking a virtual consultant who guides prospects through needs assessment, presents options, and builds ongoing relationships after the first meeting.

In addition to consultative work, you will handle admin duties such as notes, scheduling, CRM hygiene, and leveraging current tech stack to support hiring decisions. This role emphasizes reliability, clear communication, and comfort with video calls.