Remote Client Care Specialist

Job summary

The role involves assessing client needs, teaching options, and maintaining ongoing relationships after the initial meeting. You will also manage administrative tasks including note-taking, appointment scheduling, and maintaining CRM hygiene.

Job details

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. If that is your default setting, apply. Interviews on Zoom. \n \n

What you’ll do

The role involves assessing client needs, teaching options, and maintaining ongoing relationships after the initial meeting. You will also manage administrative tasks including note-taking, appointment scheduling, and maintaining CRM hygiene.

Requirements

Candidates should be driven, trainable, dependable, and comfortable working on camera. The position requires a professional who is comfortable competing and capable of managing a qualified-interest pipeline.

Benefits

• Full training
• Performance-based advancement

Listed skills

• client relations · Preferred
• CRM Management · Preferred
• Appointment Scheduling · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relations
• Consulting
• CRM management
• Appointment scheduling
• Note taking
• Communication
• Virtual collaboration
• Client Needs Assessment
• Administrative Support
• Zoom (Video Conferencing Tool)
• Administrative Functions
• Teaching
• Customer Relationship Management
• Management
• Cold Calling
• Virtual Collaboration
• Setting Appointments

Job areas

• Customer Service & Support
• Consulting
• Administrative
• Sales
• Client Care Specialist
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives

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