Remote Client Success Consultant

Aogarciaagency; Waukegan (IL); Remote; USD 45,000 - 65,000; 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

Aogarciaagency is seeking a Virtual consultant who assesses client needs, presents options, and remains in the relationship after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene.

You'll interview clients via Zoom, work from home, and benefit from a structured training program, a qualified-interest pipeline, and performance-based advancement.

Qualifications

• Ability to assess client needs and present options clearly.
• Comfortable conducting interviews via Zoom.
• Strong relationship-building and follow-up discipline.
• Proficient in administrative tasks and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Contribute to a qualified-interest pipeline and participate in ongoing training.

Skills

Communication skills

Zoom/Video fluency

Relationship building

Administrative skills

Tools

CRM software

Job description

Aogarciaagency is seeking a Virtual consultant who assesses client needs, presents options, and remains in the relationship after the first meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene.

You'll interview clients via Zoom, work from home, and benefit from a structured training program, a qualified-interest pipeline, and performance-based advancement.