Remote Client Success Consultant

AO Garcia Agency; Carmel (IN); 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 to assess client needs, present options, and maintain the relationship after the first meeting.

In addition to client work, the role handles admin tasks like notes, appointments, and CRM hygiene. Full training is provided, and you’ll work from home using the current tech stack. This role emphasizes relationship-building, reliability, and comfort with video communication.

Qualifications

• Strong communication and relationship-building skills.
• Comfortable appearing on camera for remote interactions.
• Reliable and self-disciplined with a client-focused mindset.

Responsibilities

• Assess client needs and teach available options.
• Maintain and nurture relationships after the initial meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.
• Leverage the current tech stack to support client conversations.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfortable

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting.

In addition to client work, the role handles admin tasks like notes, appointments, and CRM hygiene. Full training is provided, and you’ll work from home using the current tech stack. This role emphasizes relationship-building, reliability, and comfort with video communication.