Remote Client Success Team Lead

Aogarciaagency; North Bennington (VT); 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

Aogarciaagency in the United States is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting.

This role includes admin duties such as notes, appointments, and CRM hygiene, with full training and access to the current tech stack. Work from home. Ideal candidates are driven, trainable, dependable, comfortable on camera, and enjoy competitive environments.

Qualifications

• Previous experience in virtual consulting or client advisory preferred.
• Ability to maintain CRM hygiene and post-meeting follow-ups.

Responsibilities

• Assess client needs and present options.
• Maintain client relationship after initial meeting; manage follow-ups and notes; keep CRM up to date.

Skills

Driven

Trainable

Dependable

Camera-friendly

Tools

CRM software

Video conferencing

Job description

Aogarciaagency in the United States is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting.

This role includes admin duties such as notes, appointments, and CRM hygiene, with full training and access to the current tech stack. Work from home. Ideal candidates are driven, trainable, dependable, comfortable on camera, and enjoy competitive environments.