Concierge Specialist

Texas Shield

3d

About The Position

The Concierge Specialist onboards and builds corporate relationships with U.S. LawShield’s B2B partners through exceptional service and individualized attention to detail. The role ensures partners receive the materials and information needed to generate revenue and supports successful partnerships with U.S. LawShield.

The position maintains partner accounts and activity records, coordinates onboarding and event-related tasks, generates reports, and works across departments to address issues and improve processes. It has no supervisory responsibilities.

Requirements

• At least 3 years of experience in a customer service, marketing, or sales environment.
• Excellent computer skills and proficiency in MS Word and MS Excel.
• Excellent communication skills.
• Ability to work cross-functionally with departments and teams, including Sales, Marketing, and Events.
• Ability to track multiple projects and ensure tasks are completed by multiple departments.
• Strong attention to detail.
• Ability to prioritize tasks with minimal supervision in a team environment.
• High school diploma required.

Nice To Haves

• Experience with Salesforce preferred; Salesforce experience is also noted as a plus.
• Experience with Google products preferred.
• Associate’s degree or some college preferred.
• Experience working in a fast-paced business environment preferred.

Responsibilities

• Contact new partners and assist with onboarding, including welcome calls and email communications.
• Maintain productive relationships with company partners to support company growth.
• Identify and report issues with B2B partners.
• Assist with event planning, scheduling, and execution.
• Identify daily tasks that are completed, overdue, or rescheduled.
• Generate daily and periodic data reports for U.S. LawShield management or employees.
• Understand U.S. LawShield products and services.
• Maintain detailed, organized records of partner activities in Salesforce.
• Identify process improvements and report ways to improve efficiency and effectiveness to leadership.
• Verify and track activities, updating records to understand each partner’s individual needs.
• Maintain partner accounts and contact sales account owners or other corporate departments when issues arise.
• Perform other related duties as assigned.

Benefits

• 15 days of PTO per calendar year, with additional time accruing with tenure.
• 12 paid holidays.
• Medical, dental, vision, and additional supplemental coverage options.
• Employee Assistance Program (EAP) with travel protection, counseling, and a medical bill saver program.
• 401(k).
• U.S. LawShield membership included with employment.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED