Remote Client Success & Retention Specialist

Aogarciaagency; Murfreesboro (TN); Remote; USD 65,000 - 90,000; 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

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene, with full training and no cold calling.

You will operate in a work-from-home setting, with a qualified-interest pipeline and opportunities for performance-based advancement as you demonstrate drive and trainability.

Qualifications

• Assess client needs and tailor options accordingly.
• Maintain relationships after initial meeting.

Responsibilities

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

Skills

Relationship building

CRM hygiene

Administrative tasks

Needs assessment

Tools

CRM system

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties such as note-taking, appointment scheduling, and CRM hygiene, with full training and no cold calling.

You will operate in a work-from-home setting, with a qualified-interest pipeline and opportunities for performance-based advancement as you demonstrate drive and trainability.