Remote Member Account Specialist

Remote Jobs; Essex Junction (VT); À distance; USD 34 000 - 55 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

Remote Jobs is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting. The role emphasizes remote engagement and strong communication from a home office.

You'll handle administrative tasks such as notes, appointments, and CRM hygiene, with full training and access to the current tech stack. This seat is remote-friendly with opportunities for advancement based on performance.

Qualifications

• Experience with virtual consultation and CRM hygiene preferred.
• Strong communication and relationship-building skills.
• Able to manage notes, appointments, and data accuracy.

Responsabilités

• Assess client needs and goals during consultations.
• Teach options and present suitable solutions.
• Maintain relationship with clients after first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Connaissances

CRM hygiene

Virtual consultation

Relationship management

Note taking

Time management

Outils

CRM software

Description du poste

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.