Remote Client Success & Intake Specialist

AO Garcia Agency; Salina (KS); 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 seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

The candidate should be driven, trainable, dependable, comfortable on camera, and able to compete in a fast-paced environment. Training is provided and a qualified-interest pipeline is available.

Qualifications

• Experience in virtual consulting or client relationship roles.
• Willingness to train and be coached.
• Able to work from home with reliable internet.
• Strong communication and camera presence.

Responsibilities

• Assess client needs and present suitable options.
• Teach clients about available solutions and services.
• Maintain ongoing relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Skills

CRM hygiene

Relationship-building

Self-motivation

Video presence

Communication

Tools

CRM software

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with work-from-home flexibility.

The candidate should be driven, trainable, dependable, comfortable on camera, and able to compete in a fast-paced environment. Training is provided and a qualified-interest pipeline is available.