Remote Client Success Consultant (Work From Home)

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 70,000; 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 is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene, while guiding clients through the decision process.

This role supports a work-from-home stance, with a focus on building trusted advisory relationships in a fast-paced environment. No cold calling, with structured training and a clear advancement path.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfortable

Job description

AO Garcia Agency is seeking a virtual consultant to assess needs, present options, and nurture the relationship after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene, while guiding clients through the decision process.

This role supports a work-from-home stance, with a focus on building trusted advisory relationships in a fast-paced environment. No cold calling, with structured training and a clear advancement path.