Remote Client Success Representative

AO Garcia Agency; Horn Lake (MS); 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 options, and nurture relationships after the first meeting.

This role includes admin duties such as notes, appointments, and CRM hygiene, plus the freedom to work from home with no cold calling.

You will be part of a team using our current tech stack and have pathways for performance-based advancement after training.

Qualifications

• Ability to assess needs and present options to clients.
• Maintain CRM hygiene and accurate notes.
• Willing to work from home and manage appointments.

Responsibilities

• Assess client needs and teach options.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.