Virtual Consultant Lead — WFH, Full Training, Growth

Aogarciaagency; Madison (WI); Remote; USD 40,000 - 60,000; 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, propose options, and sustain the relationship after the initial meeting. The position includes administrative duties such as taking notes and scheduling, with emphasis on CRM hygiene and data accuracy.

You will operate from home, with access to current tech stack and structured training to advance based on performance. The role emphasizes reliability, adaptability, and effective communication in a remote setting.

Qualifications

• Role requires assessing needs and teaching options while maintaining the client relationship after the first meeting.
• Administrative tasks include notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present options, maintaining the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship-building

Presentation skills

Adaptability

Camera comfort

Tools

CRM software

Video conferencing

Email/calendar tools

Job description

Aogarciaagency is seeking a virtual consultant to assess client needs, propose options, and sustain the relationship after the initial meeting. The position includes administrative duties such as taking notes and scheduling, with emphasis on CRM hygiene and data accuracy.

You will operate from home, with access to current tech stack and structured training to advance based on performance. The role emphasizes reliability, adaptability, and effective communication in a remote setting.