Remote Client Success Consultant

AO Garcia Agency; Oregon; Hybrid; USD 34,000 - 55,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and maintain relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home using the latest tech stack.

Training and ongoing development are provided to help you succeed in a flexible, performance-driven environment. The role emphasizes reliability, trainability, and comfort with a camera as you engage with clients in a remote

Qualifications

• Virtual consultant role focused on needs assessment and relationship-building.
• Admin tasks include note-taking, scheduling, and CRM hygiene.
• No cold calling is required; pipeline is a qualified-interest.
• Full training and current tech stack provided.
• Ability to work from home with camera-friendly presence.

Responsibilities

• Assess client needs and present options.
• Guide clients through available solutions and follow up after initial meeting.
• Maintain CRM hygiene, take notes, and schedule follow-ups.

Skills

Needs assessment

Relationship building

Consultative selling

Communication

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and maintain relationships after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home using the latest tech stack.

Training and ongoing development are provided to help you succeed in a flexible, performance-driven environment. The role emphasizes reliability, trainability, and comfort with a camera as you engage with clients in a remote