Posted 3 hours ago
Remote - Client Onboarding Specialist
@ AO Garcia Agency
Oshawa, Ontario
Overview
AO Garcia Agency is hiring a remote client onboarding specialist who assesses client needs, presents options, and manages the client relationship after the first meeting. The role includes administrative work such as notes, appointments and CRM upkeep. The posting offers a qualified-interest pipeline, performance-based advancement, full training and work from home, with interviews on Zoom.
Responsibilities:
- Assess client needs in virtual meetings
- Teach options and guide clients after the first meeting
- Keep notes, appointments and CRM records current
Requirements summary:
- Driven, trainable and dependable
- Comfortable competing
- Fine with a camera
Tools & skills
Source and dates
Employer career site / ATS feed · lever
- Employer posting date
- 2026-11-12
- First seen by our source
- 2026-11-12
- Source record updated
- 2026-11-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Sales |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
AO Garcia Agency
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
- Other recorded names
- AO Garcia Agency
| Field | Value |
|---|---|
| Open jobs on Jobsy | 162 |
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.
Journal
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