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Client Concierge
- Electronic Environments (New York, NY)
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Job Overview
The client
c oncierge works to build, strengthen, and maintain relationships with EENY clients. They will act as a versatile individual contributor and will be responsible for monitoring VIP care, upgrade
opportunities, service plan r enewals, enablement of remote monitoring subscriptions, coordination of account services
& client delight for the S ervice department . The role has an evolving nature and would best fit an individual with a “ can do ” characteristic who is entrepreneurial as well as eager and passionate about operating with a good blend of creativity, action, influence & negotiation. This role will have a deep understanding and passion for our Client Experience mission and build external & internal relationships.
Responsibilities and Duties
+ Monitor “break-fix” s ervice activity of our most important clients to ensure timely fulfillment of needs. This includes check-in with our s ervice d esk to ensure all VIPs have received a response or update on pending requests . Assist with VIP engagement via phone, text, or email as needed.
+ Own and distribute weekly report to Sales/Management that summarizes “break-fix” VIP activity.
+ Assist
D irector of S ervice with ongoing reporting efforts, create, edit, and define reports as assigned.
+ Maintain VIP list in company CRM system ( ConnectWise ) ; engage with Director of Service to define VIP tiers.
+ Perform outreach to existing EENY clients that have a need or interest in upgrade offerings; create, submit , and follow-up on proposals as needed.
+ Create & monitor process to ensure proper cadence of Service plan renewal efforts , ensure that clients with scheduled maintenance contracts are being provided with the services re ndered within the ir agreement s .
+ Monitor preventive maintenance activities for active S ervice plans.
+ Work with S e rvice
D esk to ensure preventive maintenance visits are scheduled in advance and in accordance with frequency outlined in S ervice plan.
+ Review field reports upon completion of preventive maintenance visits to identify remaining actions and/or new Sales opportunities.
+ Follow-up with client as needed with a summary of preventive maintenance visit that includes work performed, issues found, status of issue resolution, etc.
+ Monitor activity reports for potential “break-fix” engagements required for VIP clients .
+ Maintain records associated with client account information (ISP account details, login credentials for streaming services, etc.).
+ Ensure proper s ervice onboarding of completed projects.
+ Assist with inbound & outbound Service Desk tasks as needed during periods of peak demand.
+ Make r egular phones calls
to:
+ VIP clients after a “break-fix” Service engagement.
+ Check in with new client at 3-month, 6-month, 1 year mark.
+ Check in with VIP clients quarterly or yearly (dependent upon VIP Tier).
+ Coordinate new client welcome packages, VIP gift baskets, birthday/anniversary cards, etc.
+ Send p roactive emails regarding industry/vendor/system changes , c oordinate with sales & design as applicable.
Job Qualifications
+ 3 - 5 years’ experience working within a customer service base environment with high end clientele.
+ Professional phone edetate, strong written communication skills and ability to balance several communication platforms simultaneously.
+ High school diploma or equivalent required, bachelor's degree preferred.
+ Experience interacting with stakeholders at all levels; over communicator.
+ Demonstrated ability to self-motivate and follow-through.
+ Attention to detail, great organizational skills, the ability to meet tight deadlines, and to juggle multiple critical requests.
+ Ability to think both strategically and tactically and to drive execution. Should be equally comfortable with long term planning and day-to-day progress tracking and execution.
+ Proven track record of taking ownership and of delivering results in a fast-paced environment.
+ Have a solid grasp of customer success and ample experience developing client relationships, working with clients directly to find solutions.
+ Demonstrated desire for continuous learning and improvement.
Department
Service Coordination
Employment Type
Full-Time
Minimum Experience
Experienced
Compensation
$25 - $30 per hour DOE
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