The purpose of this role is to develop a positive client experience, effectively execute all service
transactions (e.g. deposits, payments, address changes, disputes, etc.), assist in creating training
courses and educational materials, and optimize existing processes within the company and
actively enhance all Customer Success initiatives. Furthermore, the Client Concierge is also well versed
on the technical side of projects and can offer insight and tips on how to use features and
troubleshoot. This position is in the Client Success department and works alongside upper
management and department leaders to promote retention and an overall successful experience
for our clients.
