Remote Client Success Consultant

AO Garcia Agency; Columbia Township (MO); Remote; USD 50,000 - 70,000; 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 options, and maintains the relationship after the first meeting. The role includes administrative tasks like note-taking, scheduling, and CRM hygiene, with no cold calling and comprehensive training.

You will work from home, participate in Zoom interviews, and advance based on performance while leveraging the current tech stack to build a qualified-interest pipeline.

Qualifications

• Candidates should be driven, trainable and dependable.
• Comfortable competing and performing well on video calls.
• Able to manage admin tasks and maintain CRM hygiene.

Responsibilities

• Assess client needs,Teach options and stay in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.
• Interviews are conducted on Zoom.

Skills

Driven

Trainable

Dependable

Competitive

On-camera

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role includes administrative tasks like note-taking, scheduling, and CRM hygiene, with no cold calling and comprehensive training.

You will work from home, participate in Zoom interviews, and advance based on performance while leveraging the current tech stack to build a qualified-interest pipeline.