Remote Client Success Associate — Virtual Consultant

AO Garcia Agency; Hastings (NE); Remote; USD 60,000 - 90,000; 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

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents suitable options, and maintains the relationship after the first meeting. You will also handle administrative tasks such as notes, appointments, and CRM hygiene to keep the client lifecycle smooth.

The role offers full training, a current tech stack, and the flexibility to work from home, with clear paths for performance-based advancement.

Qualifications

• Assess client needs and tailor options accordingly.
• Ability to maintain ongoing client relationships after initial meeting.
• Strong time-management and organizational skills.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Perform administrative tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Relationship-building

Trainable

Dependable

Camera-ready

Tools

CRM software

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents suitable options, and maintains the relationship after the first meeting. You will also handle administrative tasks such as notes, appointments, and CRM hygiene to keep the client lifecycle smooth.

The role offers full training, a current tech stack, and the flexibility to work from home, with clear paths for performance-based advancement.