Partner Program Concierge

Position Summary:

The Partner Program Concierge supports the successful placement of new members through administrative coordination communication and service delivery. This role plays a key part in creating a smooth and welcoming onboarding experience by assisting with data entry outreach scheduling and follow-up. Working closely with the Partner Program Sr. Concierge this team member ensures accuracy responsiveness and a member-first approach in all interactions.

Roles and Responsibilities:

• Placement Support
• Assist with the referral intake process and ensure accurate member and partner information is recorded
• Help coordinate introductions between prospective members and chapter leaders
• Track placement progress and flag any delays or issues to the Coordinator

• Onboarding Communication
• Send welcome emails scheduling messages and placement confirmations
• Follow up with members or chapters to confirm meetings and next steps
• Maintain a friendly professional tone in all communications

• Data Entry & Record Keeping
• Input and update placement records in internal systems
• Maintain logs trackers and documentation to support reporting and team handoffs
• Double-check data for accuracy and completeness

• Team Operations Support
• Support the concierge team with process checklists shared inboxes and recurring tasks
• Assist in maintaining internal resource materials (templates FAQs guides)
• Participate in team meetings and contribute to service improvement ideas

• Service & Professionalism
• Represent the concierge service in a professional helpful manner
• Handle basic inquiries from members or chapter leaders and escalate when needed
• Stay responsive reliable and positive under tight timelines

• Any additional duties needed to help demonstrate our core values drive our vision and fulfill our mission.

Demonstrated Competencies:

• Self-Management
• Technical Proficiency
• Process Management
• Customer Service
• Personal development
• Business Acumen
• Initiative
• Communication
• Relationship Building

Required Qualifications:

• 1-2 years of customer service experience in a sales or service role
• Strong written and verbal communication skills
• Ability to follow structured processes and meet deadlines
• High level of reliability professionalism and accountability

Preferred Qualifications:

• Exposure to CRM systems data entry platforms or membership databases
• Experience in service or member-facing environments
• Associates degree or coursework in business communications or a related field

Physical Demands and Working Conditions

Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift carry push pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists hands and/or fingers. The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.