Customer Concierge Assoc

RedSail Technologies•Spartanburg, SC

16d•Hybrid

About The Position

The Customer Concierge Associate plays a vital role in creating a seamless, well-coordinated, and positive experience for every customer — ensuring they feel supported and informed from the moment a sale is finalized through to successful go-live. Serving as the central connection between customers and RedSail’s internal teams, you’ll help align efforts, ensure account accuracy, and support opportunities that enhance the customer’s overall experience and value with RedSail. As a trusted liaison, you’ll coordinate schedules, guide onboarding activities, and ensure customers feel confident and cared for throughout their journey with RedSail. This role calls for strong organization, attention to detail, and a genuine passion for helping others and delivering an exceptional customer experience. If you’re a collaborative professional who loves bringing people together and creating meaningful, positive interactions — we’d love to have you on our team.

Requirements

1–2 years of experience in a customer-facing or coordination role — such as customer service, client onboarding, account support, or administrative coordination.
Comfort working with digital tools like CRM systems, work management software, or Microsoft Office.
Exposure to customer onboarding, team coordination, or scheduling activities (through work, internships, or coursework).
Strong written and verbal communication skills, with a focus on professionalism and empathy.

Nice To Haves

Customer Service, or Business-related experience in a corporate environment.
Familiarity with healthcare or pharmacy operations.
Interest in learning about customer experience and implementation processes
Training or coursework in customer service, communication, or process coordination is a plus.

Responsibilities

Guide customers from signed agreement to successful go-live, ensuring a smooth and positive experience.
Coordinate onboarding calls, timelines, and key milestones with attention to detail and clear communication.
Deliver concierge-style engagement, helping customers feel confident and supported throughout onboarding.
Organize and track onboarding activities to maintain visibility and momentum across all customer accounts.
Review client accounts to ensure accurate reflection of all active products and services sold by the sales team.
Monitor progress, anticipate challenges, and communicate proactively to keep customers and internal teams aligned.
Contribute ideas and feedback to continuously refine and improve the onboarding process and customer experience.
Partner with Sales, Customer Support, Clinical, and Product teams to ensure seamless handoffs and unified communication.
Coordinate the activation of pharmacy platform solutions, aligning customer technical and billing requirements.
Assist in tracking onboarding progress, adoption metrics, and customer outcomes to support team visibility and success.
Maintain a comprehensive understanding of RedSail’s products and services to recognize opportunities for upsell or cross-sell that enhance customer value and strengthen partnerships.