Remote Client Solutions Representative

Job summary

Assess client needs, present options, and maintain ongoing relationships after the initial meeting. Manage administrative tasks including note-taking, scheduling appointments, and maintaining CRM data integrity.

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

Assess client needs, present options, and maintain ongoing relationships after the initial meeting. Manage administrative tasks including note-taking, scheduling appointments, and maintaining CRM data integrity.

Requirements

Candidates must be driven, trainable, dependable, and comfortable working on camera. The role requires a professional who is comfortable in a competitive environment.

Benefits

• Full training
• Performance-based advancement

Listed skills

• Communication · Preferred
• Time management · Preferred
• adaptability · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Consulting
• Customer relationship management
• CRM hygiene
• Appointment setting
• Communication
• Tech stack proficiency
• Time management
• Adaptability
• Client Needs Assessment
• Competitive Environment
• Administrative Support
• Zoom (Video Conferencing Tool)
• Administrative Functions
• Customer Relationship Management
• Management
• Cold Calling
• Data Integrity
• Sales
• Time Management
• Setting Appointments

Job areas

• Consulting
• Customer Service & Support
• Sales
• Administrative
• Client Solutions Representative
• Call Center Sales Representative
• Contact Centre Salespersons
• Telemarketers

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