Remote Client Success Specialist

AO Garcia Agency; Livonia (MI); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This remote role emphasizes proactive client engagement and organized follow-ups.

Admin tasks include notes, appointments, and CRM hygiene. Training is provided, and there is a performance-based advancement path. Zoom interviews are used in the hiring process, and the role leverages the current tech stack for remote work.

Qualifications

• Strong communication and relationship-building skills.
• Able to learn and adapt quickly.
• Comfortable working remotely with accountability.
• Familiarity with CRM hygiene and note-taking.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after initial meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.
• Participate in Zoom interviews.

Skills

Driven

Trainable

Dependable

Comfortable on camera

CRM hygiene

Tools

CRM software

Zoom

Job description

AO Garcia Agency is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. This remote role emphasizes proactive client engagement and organized follow-ups.

Admin tasks include notes, appointments, and CRM hygiene. Training is provided, and there is a performance-based advancement path. Zoom interviews are used in the hiring process, and the role leverages the current tech stack for remote work.