Remote Client Success & CRM Specialist

Aogarciaagency; Lubbock (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with interviews conducted via Zoom. Training is provided and there is a clear path for advancement within a performance-driven environment.

Qualifications

• Assess client needs and tailor options accordingly.
• Maintain CRM hygiene and schedule follow-ups.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM upkeep.
• Conduct interviews and coordinate via Zoom.

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with interviews conducted via Zoom. Training is provided and there is a clear path for advancement within a performance-driven environment.