Remote Client Success Consultant

Aogarciaagency; Bismarck (ND); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant to assess needs, present options, and sustain client relationships after the first meeting. The role includes administrative tasks like notes and CRM hygiene and requires comfort with cameras and remote collaboration.

Interviews are conducted on Zoom, and the position offers training and the chance for performance-based advancement while working from home.

Qualifications

• Assess client needs and tailor options.
• Maintain clean CRM records, notes, and scheduling.
• Build and manage relationships with prospects and clients.

Responsibilities

• Conduct virtual consultations with clients via Zoom.
• Record notes, schedule appointments, and update CRM.
• Maintain organized pipeline and follow-up processes.

Skills

Needs assessment

CRM hygiene

Relationship management

Remote work

Tools

CRM

Zoom

Job description

Aogarciaagency is seeking a virtual consultant to assess needs, present options, and sustain client relationships after the first meeting. The role includes administrative tasks like notes and CRM hygiene and requires comfort with cameras and remote collaboration.

Interviews are conducted on Zoom, and the position offers training and the chance for performance-based advancement while working from home.