Remote Client Success Consultant

AO Garcia Agency; Lexington (KY); Remote; USD 52,000 - 68,000; 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 in Lexington, KY seeks a virtual consultant who can assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene, with training provided.

This work-from-home position offers a qualified-interest pipeline and performance-based advancement opportunities. Interviews are conducted on Zoom, and you’ll operate with the current tech stack from a home office.

Qualifications

• Candidate should be able to assess needs and present options
• Maintain client relationship after first meeting
• Handle admin tasks and CRM hygiene

Responsibilities

• Assess client needs and teach options
• Stay in the relationship after the first meeting
• Admin duties: notes, appointments, CRM hygiene
• Participate in Zoom interviews

Skills

Virtual consultant

Relationship building

CRM hygiene

Camera comfortable

Job description

AO Garcia Agency in Lexington, KY seeks a virtual consultant who can assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin duties like notes, appointments, and CRM hygiene, with training provided.

This work-from-home position offers a qualified-interest pipeline and performance-based advancement opportunities. Interviews are conducted on Zoom, and you’ll operate with the current tech stack from a home office.