Part-Time Client Onboarding Representative (Fully Remote)

• Assess client needs and teach them options as a virtual consultant.
• Manage notes, appointments, and CRM hygiene.
• Maintain relationships after the first meeting.

What Comes with the Seat:

• No cold calling with a qualified-interest pipeline.
• Performance-based advancement and full training.
• Work from home with a current tech stack.

Who You Are:

• Driven, trainable, and dependable.
• Comfortable competing and confident on camera.

We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.