Remote Client Solutions Specialist - Full Training

Aogarciaagency; Vermillion (SD); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes essential admin tasks like note taking, scheduling, and CRM hygiene, with ongoing Zoom interviews as part of the process.

The position embraces remote work, full training, and a current tech stack, with a performance-based path for advancement as you contribute to a qualified-interest pipeline.

Qualifications

• Administrative tasks and CRM hygiene
• Ability to support a virtual consultant relationship
• Comfort with learning new tools and processes

Responsibilities

• Assess client needs and present options in a clear, consultative manner
• Teach options and guide clients through decision-making
• Maintain relationship after the first meeting and ensure follow-up
• Handle admin tasks: notes, appointments, and CRM hygiene

Skills

Administrative skills

CRM hygiene

Remote collaboration

Tools

CRM software

Job description

Aogarciaagency is seeking a Virtual Consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes essential admin tasks like note taking, scheduling, and CRM hygiene, with ongoing Zoom interviews as part of the process.

The position embraces remote work, full training, and a current tech stack, with a performance-based path for advancement as you contribute to a qualified-interest pipeline.