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Client Onboarding Coordinator - Remote at AO Garcia Agency
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Home›Jobs›Admin & Office›Client Onboarding Coordinator - Remote

A

Client Onboarding Coordinator - Remote

AO Garcia Agency

RemoteFull timeMid levelPosted today
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About the role

About This Role

Coordinating the onboarding of new clients is the main purpose of this virtual consultant role. It involves assessing client needs, explaining available options, and maintaining the relationship beyond the initial meeting.

Responsibilities

  • Assess client needs
  • Teach clients about available options
  • Maintain client relationships after the first meeting
  • Handle administrative tasks including notes and appointments
  • Maintain CRM hygiene

Requirements

  • Driven
  • Trainable
  • Dependable
  • Comfortable competing
  • Comfortable with a camera

Benefits

  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • Full training
  • Current tech stack
  • Work from home

Application Process

  • Interviews on Zoom

Job details

Workplace

Remote

Employment

Full time

Seniority

Mid level

Headquarters

Raleigh, North Carolina

Posted

Posted today

About company

Headquarters

Raleigh, North Carolina

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AO Garcia Agency