Customer Success Concierge Partner

BMS Direct, IncLynchburg, VA
Hybrid

About The Position

BMS is looking for a high-energy, people-first professional who thrives on building genuine relationships and creating memorable customer experiences. This is not a behind-the-scenes role. It is a front-facing position for someone who enjoys being in the room, building trust, and leaving a lasting impression. This role combines meaningful in-office collaboration with regular travel throughout Virginia (up to three days per week), giving you the opportunity to meet customers face-to-face, strengthen relationships, and represent BMS where it matters most. Success in this role comes down to one thing: When you leave a customer meeting, they should feel like they just spent time with someone they trust, enjoy, and want to work with again. BMS is a print and mail communications company built on trust, accountability, and service excellence. As a 100% employee-owned ESOP company, every team member shares in our success. Ownership drives how we show up — for our customers and for each other.

Requirements

  • Naturally connects with people and builds rapport quickly
  • Is outgoing, personable, and confident in face-to-face interactions
  • Enjoys being on the road and meeting customers regularly
  • Takes pride in making others feel heard, valued, and taken care of
  • Is organized, reliable, and follows through on commitments
  • Is coachable and eager to grow professionally
  • Thrives in a role where relationships drive success

Responsibilities

  • Travel throughout Virginia (up to three days per week) to meet with assigned accounts
  • Build genuine, personal connections with customers through regular in-person visits
  • Create positive, memorable interactions during every engagement
  • Be someone customers look forward to seeing and working with
  • Serve as a trusted point of contact and advocate for customer needs
  • Proactively address concerns and coordinate internally for resolution
  • Develop strong rapport so customers see you as a partner, not just a vendor contact
  • Act as the face of BMS in the field
  • Attend conferences, events, and trade shows
  • Build rapport with both new and existing contacts
  • Follow up thoughtfully after interactions to continue relationship development
  • Represent the company with professionalism, energy, and authenticity
  • Work closely with Customer Success leadership, Operations, and Marketing
  • Share customer insights to help improve messaging, service delivery, and overall experience
  • Support customer-facing initiatives and retention strategies
  • Identify opportunities to enhance services within existing accounts
  • Assist with account expansion efforts where appropriate
  • Maintain accurate documentation in CRM systems and provide updates on account health

Benefits

  • Employee ownership through our ESOP
  • Hands-on experience managing real customer relationships
  • Exposure to marketing, operations, and leadership collaboration
  • Ongoing mentorship and professional development
  • A culture rooted in trust, accountability, and continuous growth
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