Remote Client Success Consultant

AO Garcia Agency; Sterling Heights (MI); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This role emphasizes clear communication and ongoing client engagement.

Administrative tasks include note-taking, scheduling, and maintaining CRM hygiene. Training is provided, and interviews are conducted on Zoom; the position supports a work-from-home arrangement.

Qualifications

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.
• Interviews are conducted via Zoom.

Responsibilities

• Assess client needs and present suitable options.
• Nurture relationships after the initial meeting.
• Maintain accurate notes and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This role emphasizes clear communication and ongoing client engagement.

Administrative tasks include note-taking, scheduling, and maintaining CRM hygiene. Training is provided, and interviews are conducted on Zoom; the position supports a work-from-home arrangement.