Remote Client Success Consultant

Remote Jobs; Cranston (RI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Remote Jobs is seeking a virtual consultant to assess client needs, guide options, and nurture the relationship after the initial meeting. The role includes admin work such as taking notes, scheduling, and keeping the CRM up to date.

You will operate primarily from home within a nationwide remote framework and participate in Zoom interviews. The position emphasizes training, performance-based advancement, and a streamlined, non-sales approach with a focus on client success and relationship

Qualifications

• Experience with virtual or remote client-facing roles.
• Ability to manage notes and scheduling efficiently.

Responsibilities

• Assess client needs and present suitable options to move the relationship forward.
• Maintain contact after the first meeting and handle essential admin tasks including notes, appointments, and CRM hygiene.

Skills

Communication

Trainable

Dependable

Camera comfortable

Tools

CRM software

Zoom

Email/calendar tools

Job description

Remote Jobs is seeking a virtual consultant to assess client needs, guide options, and nurture the relationship after the initial meeting. The role includes admin work such as taking notes, scheduling, and keeping the CRM up to date.

You will operate primarily from home within a nationwide remote framework and participate in Zoom interviews. The position emphasizes training, performance-based advancement, and a streamlined, non-sales approach with a focus on client success and relationship