Client Relations Representative - Remote
Remote
Core
Assess client needs, teach options, and maintain long-term relationships with qualified leads.
Role type
Client Relations Representative (Virtual Consultant)
Builds
Client relationships and qualified sales pipeline
Domain
Sales / Client Services
Deliverable
client delivery
Required skills
Needs assessment, relationship management, CRM hygiene, note-taking, appointment scheduling, Zoom proficiency
Preferred skills
Self-driven, trainable, dependable, competitive, camera comfort
Responsibilities
Assess client needs, teach product/service options, maintain post-meeting relationships, manage admin tasks (notes, appointments, CRM hygiene)
Seniority
Individual Contributor, entry to mid-level