Remote Client Success Advisor

Aogarciaagency; Bossier City (LA); 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 seeks a virtual consultant who will assess client needs, present options, and cultivate ongoing relationships after the initial meeting. The role centers on remote engagement and a strong CRM discipline.

No cold calling is required; you’ll work within a qualified-interest pipeline, receive full training, and have access to the current tech stack while advancing based on performance.

Qualifications

• Assess client needs and tailor options.
• Maintain CRM hygiene and accurate notes.
• Schedule and coordinate appointments.

Responsibilities

• Assess client needs and present options.
• Follow up and nurture ongoing relationships after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Consultation

CRM hygiene

Remote work

Camera-friendly

Job description

Aogarciaagency seeks a virtual consultant who will assess client needs, present options, and cultivate ongoing relationships after the initial meeting. The role centers on remote engagement and a strong CRM discipline.

No cold calling is required; you’ll work within a qualified-interest pipeline, receive full training, and have access to the current tech stack while advancing based on performance.