Client Success Advocate I

WINESHIPPING.COM LLC•Napa, CA

About The Position

The Client Success Advocate plays a critical role in delivering exceptional service and support to our winery clients. As a direct point of contact, this client-facing role requires outstanding communication and problem-solving skills to ensure a seamless and positive client experience. This position is central to our commitment to client excellence, with responsibilities that include receiving, recording, reconciling, and reprioritizing wine orders, as well as responding to client inquiries and resolving issues in a timely and professional manner. Success in this role requires strong multitasking abilities, attention to detail, and a sense of urgency when addressing client needs. The Client Success Advocate collaborates closely with winery clients, internal warehouse teams, and the sales team to ensure smooth order processing and fulfillment. Acting as the liaison between clients and internal stakeholders, this role demands clear, concise, and professional communication—both written and verbal.

Requirements

Experience: 2 years of relevant work experience.
Client-Facing Experience: Proven experience in client-facing roles, particularly within the winery industry or SaaS environments (non-sales), with a strong focus on service and relationship management.
Industry Knowledge: Background in logistics, supply chain, transportation, or distribution, especially within industries involving high-value or allocated products.
High-Volume Environments: Demonstrated success working in fast-paced, high-volume, and seasonal industries that require managing large volumes of product items, POS transactions, orders, and support tickets.
Technical Proficiency: Familiarity with systems used in order management and client support; prior experience in call centers or high-touch customer service environments is a plus.
Cross-Functional Awareness: Understanding of distribution or supply chain processes, particularly those involving inventory allocation or handling of premium or perishable goods.
Must be flexible to work weekends and/or late-night shifts.

Nice To Haves

Education (Preferred): Bachelor's degree or equivalent relevant experience.
Bilingual welcome.

Responsibilities

Serve as the first point of contact for client inquiries by answering incoming calls and responding to tickets with professionalism and urgency.
Accurately research and resolve client support tickets within defined scope. Escalate unresolved or complex issues to Level 2 support when necessary.
Demonstrate proficiency in using company platforms including D365, ACP, and Zoho to process, track, and manage customer requests.
Communicate clearly and professionally with clients to provide timely updates, technical assistance, and product-related information.
Ensure consistent follow-up on all open client issues or orders until full resolution is achieved—no client concern is left unresolved.
Handle support tickets in CRM.
Manage and interpret large order files (i.e. Excel and CSV).
Maintain up-to-date knowledge of Wineshipping products, services, and new offerings to provide informed support to clients.
Participate in foundational training programs including Leadership Lessons and ISOAR to support personal and professional growth.
Support specialized processes, such as Receipt of Goods (ROG) and Claims, as needed.
Demonstrate regular and reliable attendance and punctuality, adhering to work schedules and deadlines.