A
Posted 8 days ago
Remote Client Account Representative
HyattsvilleRemote
AI Summary
Virtual consultant who assesses client needs, presents options, and maintains relationships post-meeting; also handles admin tasks like notes, appointments, and CRM hygiene.
About this role
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.
Skills
Appointment SchedulingClient Relationship ManagementCRMFinancial ServicesNotes DocumentationPerformance TrackingPipeline ManagementZoom
Explore related jobs
More jobs at AO Garcia Agency
- AWork From Home - Supplemental Insurance RepresentativeOttawa, Ontario
- AClient Engagement Representative - Work From HomeCalgary, Alberta
- APart-Time Policy Enrollment Specialist - Work From HomeToronto, Ontario
- AVirtual Member Services AssociateKingston, Ontario
- ARemote Management TraineeCambridge, Ontario
- AAt-Home Family Services RepresentativeCoquitlam, British Columbia
Similar CRM jobs
Jobs in Hyattsville
- CPackage Delivery DriverCapital Shipping · Hyattsville, MD
- DDelivery Driver / Conductor de Entregas – $23.25/hr - Hyattsville, MD (D&J Global Logistics)D&J Global Logistics LLC · Hyattsville, MD
- POperations Support AssociatePrimark · Hyattsville, MARYLAND
- ICajero bilingueIntermex Wire Transfer · Hyattsville, Maryland
- KCommunity ManagerKettler Enterprises, Inc · Hyattsville, MD
- EAutomotive Detailer - Car Washer - HyattsvilleEnterprise Holdings · Hyattsville, MD
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.