[Hiring] Concierge Specialist @CBC Companies

Role Description

The Concierge Specialist serves as the primary liaison for new prospects and existing clients, ensuring a smooth and positive experience throughout onboarding, product adoption, and account expansion. This role partners closely with clients and internal teams to coordinate new account setups, product activations, and ongoing support, delivering an efficient and engaging introduction to the Factual Data organization.

Job Responsibilities

• Act as the main point of contact for new prospects as they transition into Factual Data’s client base.
• Serve as a key partner to the Account Advisory team, coordinating product activations and onboarding for existing clients.
• Respond promptly and professionally to client and internal requests to ensure a seamless experience.
• Plan and lead discovery and workflow calls with clients and internal teams to support successful implementations.
• Conduct post-launch follow-up meetings within the first 90 days to gather feedback and provide continued support.
• Collaborate across departments to resolve issues, meet deadlines, and maintain clear communication throughout the process.
• Think strategically and creatively to troubleshoot challenges and develop effective solutions.
• Deliver a high level of customer service that reflects Factual Data’s commitment to client success.
• Encourage client adoption and understanding of Factual Data’s products, tools, and operational processes.
• Identify opportunities to improve procedures, enhance efficiency, and elevate client experience.
• Other duties as assigned.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Exceptional verbal and written communication skills.
• Highly organized with proven skill in prioritizing multiple projects and deadlines.
• Demonstrates strong problem-solving and analytical thinking.
• Adept at providing quick, effective solutions in dynamic environments.
• Self-motivated, adaptable, and eager to learn.
• Skilled in mastering proprietary and third-party software systems quickly.
• Experience with or willingness to learn AI tools and emerging technologies.

Remote Work Requirements

• Stable, high-speed internet connection.
• Experience with teleconferencing.
• Access to a quiet workspace.
• Smartphone/mobile device.

Physical Demands

• Frequently communicate information so others will understand.
• Remain in a stationary position at least 50% of the time.
• Lift up to 15 pounds at times.
• Occasionally move about the inside of an office.
• Position self to maintain files in a cabinet and place computers under a desk or in a cabinet.
• Constantly observe typewritten text on a computer screen.
• Operate a laptop and use a telephone regularly.
• Travel throughout the USA by automobile or airplane which may require overnight lodging.

Work Environment

• May be in a stationary position in an office setting.
• May be exposed to quiet to moderate noise level.

Benefits

• Comprehensive healthcare benefits including medical, HSA, prescription, vision, dental.
• Life insurance, short & long-term disability.
• Roth and 401K with possible company match and profit sharing.
• Employee Assistance Program (EAP).
• Time Away from Work (TAFW) and paid holidays.
• Employee referral bonuses.
• Role-based professional development opportunities.