Remote Client Success Consultant

AO Garcia Agency; Montana; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and sustain a relationship after the first meeting. The role involves admin tasks like notes, appointments, and maintaining CRM hygiene, with work-from-home flexibility.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and capable of competing in a fast-paced environment. Full training is provided.

Qualifications

• Experience conducting virtual consultations.
• Ability to teach options to clients.
• Maintain CRM hygiene and notes.
• Schedule and confirm appointments.

Responsibilities

• Assess client needs during virtual meetings.
• Present options and guidance to clients.
• Maintain ongoing client relationship after initial meeting.
• Administrative tasks: notes, appointments, CRM hygiene.

Skills

Relationship-building

CRM hygiene

Virtual consultation

Appointment scheduling

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and sustain a relationship after the first meeting. The role involves admin tasks like notes, appointments, and maintaining CRM hygiene, with work-from-home flexibility.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and capable of competing in a fast-paced environment. Full training is provided.