Remote Client Success Lead | Virtual Consultant

AO Garcia Agency; Decatur (AL); Remote; 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 client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes administrative duties such as notes, appointments, and CRM hygiene, while working remotely.

Ideal candidates are driven, trainable, dependable, comfortable competing, and camera-ready. This position offers remote work with training and ongoing support to help you succeed.

Qualifications

• Traits focused on performance and adaptability.
• Must demonstrate reliability and willingness to learn.

Responsibilities

• Assess needs for clients and present suitable options.
• Teach clients about available choices and benefits.
• Maintain client relationship after the first meeting.
• Perform administrative tasks: notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-ready

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. The role emphasizes administrative duties such as notes, appointments, and CRM hygiene, while working remotely.

Ideal candidates are driven, trainable, dependable, comfortable competing, and camera-ready. This position offers remote work with training and ongoing support to help you succeed.