Partner Program Concierge

BNI Global LLC•Charlotte, NC

11d

About The Position

The Partner Program Concierge supports the successful placement of new members through administrative coordination, communication, and service delivery. This role plays a key part in creating a smooth and welcoming onboarding experience by assisting with data entry, outreach, scheduling, and follow-up. Working closely with the Partner Program Sr. Concierge, this team member ensures accuracy, responsiveness, and a member-first approach in all interactions.

Requirements

1-2 years of customer service experience in a sales or service role
Strong written and verbal communication skills
Ability to follow structured processes and meet deadlines
High level of reliability, professionalism and accountability

Nice To Haves

Exposure to CRM systems, data entry platforms or membership databases
Experience in service or member-facing environments
Associates degree or coursework in business, communications or a related field

Responsibilities

Assist with the referral intake process and ensure accurate member and partner information is recorded
Help coordinate introductions between prospective members and chapter leaders
Track placement progress and flag any delays or issues to the Coordinator
Send welcome emails, scheduling messages, and placement confirmations
Follow up with members or chapters to confirm meetings and next steps
Maintain a friendly, professional tone in all communications
Input and update placement records in internal systems
Maintain logs, trackers, and documentation to support reporting and team handoffs
Double-check data for accuracy and completeness
Support the concierge team with process checklists, shared inboxes, and recurring tasks
Assist in maintaining internal resource materials (templates, FAQs, guides)
Participate in team meetings and contribute to service improvement ideas
Represent the concierge service in a professional, helpful manner
Handle basic inquiries from members or chapter leaders and escalate when needed
Stay responsive, reliable, and positive under tight timelines
Any additional duties needed to help demonstrate our core values, drive our vision, and fulfill our mission.