Remote Client Success Advisor

Aogarciaagency; Watford City (ND); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present suitable options, and guide decisions in a remote setup. You will also handle administrative tasks such as notes, scheduling, and CRM hygiene while staying engaged with clients after the initial meeting.

The role emphasizes being driven, trainable, dependable, and comfortable on camera, with opportunities for growth through training and a current tech stack. Work-from-home flexibility is offered.

Qualifications

• Experience with virtual consulting and client relationship management.
• Proficient with CRM tools and scheduling software.
• Reliable home-office setup and high-speed internet.

Responsibilities

• Assess client needs, explain options, and guide decision-making.
• Maintain the relationship after the first meeting and manage follow-ups.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present suitable options, and guide decisions in a remote setup. You will also handle administrative tasks such as notes, scheduling, and CRM hygiene while staying engaged with clients after the initial meeting.

The role emphasizes being driven, trainable, dependable, and comfortable on camera, with opportunities for growth through training and a current tech stack. Work-from-home flexibility is offered.