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.