Remote Needs Analysis Specialist

Aogarciaagency; Federal Way (WA); Remote; USD 55,000 - 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 in the United States is seeking a virtual consultant who assesses client needs, teaches options, and maintains relationships after the initial meeting.

The position includes admin duties such as taking notes, scheduling appointments, and keeping CRM data clean; you will interview clients via Zoom.

This role offers work from home with training, a current tech stack, and potential for advancement based on performance.

Qualifications

• Assess needs and present options to clients.
• Maintain CRM hygiene and schedule follow-ups.
• Handle administrative tasks and meetings.

Responsibilities

• Assess client needs and present suitable options to drive decisions.
• Maintain CRM hygiene and manage follow-up appointments.
• Handle administrative tasks including notes, scheduling, and Zoom interviews.

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.

Interviews on Zoom.