Remote Client Success Lead — Virtual Consultant

Aogarciaagency; South Bend (IN); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Advancement opportunities

Full training

Tech stack in use

Work from home

Job summary

Aogarciaagency is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the initial meeting. This role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all delivered remotely.

You will work in a program with no cold calling, a qualified pipeline, full training, and use of our current tech stack from home.

Qualifications

• Clear communication and relationship-building skills.
• Comfortable with Zoom interviews and remote collaboration.
• Ability to manage notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs and teach options after the initial meeting.
• Maintain and nurture client relationships post-first meeting.

Skills

Driven

Trainable

Dependable

Competitive

Video conferencing

Job description

Aogarciaagency is seeking a virtual consultant who can assess client needs, present options, and nurture the relationship after the initial meeting. This role includes administrative tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene, all delivered remotely.

You will work in a program with no cold calling, a qualified pipeline, full training, and use of our current tech stack from home.