Remote Client Success & Engagement Specialist

AO Garcia Agency; Sioux City (IA); Remote; USD 40,000 - 60,000; 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 client needs, present suitable options, and guide them through decisions after the first meeting. The role includes routine administrative tasks like notes, scheduling, and keeping the CRM up to date.

The position is performed from home with a modern tech stack and ongoing training. You’ll rely on a consultative mindset, be comfortable on camera, and thrive in a results-driven environment.

Responsibilities

• Assess client needs, explain options, and guide decision making during the first meeting.
• Maintain client relationship after the initial meeting; follow up and nurture the partnership.
• Perform administrative duties: taking notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present suitable options, and guide them through decisions after the first meeting. The role includes routine administrative tasks like notes, scheduling, and keeping the CRM up to date.

The position is performed from home with a modern tech stack and ongoing training. You’ll rely on a consultative mindset, be comfortable on camera, and thrive in a results-driven environment.