Client Concierge
$60k - $65kFull-time
Courser
About Courser
Courser accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success.
Client Concierge The Client Concierge plays a critical role in supporting Courser’s small and long-tail clients by delivering proactive, high-quality customer service and operational support. This role manages non-technical inbound client requests, assists with survey follow-ups, supports Account Managers with operational tasks, and helps ensure operational excellence for clients who are not assigned to a dedicated Account Manager.
Working closely with Service Operations and Account Management teams, the Client Concierge ensures that customer inquiries are handled efficiently, data within the CRM remains accurate, and small customers receive consistent, professional engagement. Key Responsibilities:
Client Request Management
· 2+ years of experience in customer service, contact center, or customer success roles (MSP or IT services experience preferred)
· Strong written and verbal communication skills, including the ability to handle billing questions and basic sales inquiries
· Experience working with CRM platforms (HubSpot preferred), quoting tools, and Microsoft licensing processes
· Highly organized with strong attention to detail and the ability to manage multiple priorities
· Proactive, collaborative, and comfortable working within a remote outsourced team structure
· Scope limited to triage, client outreach, renewal support, quoting assistance, SBR preparation, and CRM data hygiene
· Clear escalation paths for complex billing issues, service quality concerns, or at-risk customer accounts
· Adherence to Courser values, operational standards, and data-handling requirements
Why you’ll love working here
At Courser, we prioritize the personal and professional development of our employees. We offer best-in-class training, mentorship, and clear self-promotion paths to help you grow. We foster a culture of innovation and encourage challenging the status quo. With teams located across the country, we leverage a wealth of knowledge and a collaborative spirit, eager to share and grow together. Benefit Highlights
· Competitive benefits package, including medical, dental, vision, and life insurance
· 401(k) company match
· Flexible vacation time*
· Paid sick time
· 10 Holidays including your Birthday and a Floating Holiday!
· Healthy Lifestyle reimbursement
· Membership Subsidy
· 40 Hours for Volunteer Time
· Paid parental leave
· Reimbursement for ongoing certifications
*Flexible vacation time after completing one full year of employment. For the first year of employment,
full-time team members are provided 10 vacation days.
Physical Demands and ADA Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. · This is a largely sedentary role. The employee is frequently required to sit/stand for long periods and work on a computer.
· The employee must be able to verbally communicate effectively with clients, employees and management to address questions and resolve issues. This involves talking, hearing, and understanding.
· This position requires the regular use of a laptop computer and other office equipment. The employee must be able to operate a keyboard and other devices for extended periods.
· The employee may be required to occasionally lift or move up to 10 pounds.
· Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
Americans with Disabilities Act (ADA) Statement
Our company complies with the ADA and provides reasonable accommodations to qualified individuals with disabilities in all aspects of employment, including the application process, interviewing, and job performance. If you need a reasonable accommodation to perform the essential functions of the job, please contact us.
Equal Opportunity Employer
Courser is an Equal Opportunity Employer. We support diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender, gender identity, genetic information, national origin, citizenship status, marital status, age, physical or mental disability, caregiver status, veteran status, uniformed service member status or any other category protected by applicable federal, state, or local laws.
Courser accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success.
Client Concierge The Client Concierge plays a critical role in supporting Courser’s small and long-tail clients by delivering proactive, high-quality customer service and operational support. This role manages non-technical inbound client requests, assists with survey follow-ups, supports Account Managers with operational tasks, and helps ensure operational excellence for clients who are not assigned to a dedicated Account Manager.
Working closely with Service Operations and Account Management teams, the Client Concierge ensures that customer inquiries are handled efficiently, data within the CRM remains accurate, and small customers receive consistent, professional engagement. Key Responsibilities:
Client Request Management
- Manage inbound client requests forwarded from the dispatcher team that are not service-oriented, including billing questions, invoice issues, general problem resolution, and simple quote requests
- Provide first-touch resolution when possible or route requests to the appropriate internal team with clear documentation
- Ensure timely communication and follow-through with clients to maintain a high level of customer satisfaction
- Proactively reach out to clients following project completion or service interactions to encourage survey participation
- Improve response rates for customer satisfaction and Net Promoter Score surveys
- Document client feedback and escalate detractor responses to appropriate teams when necessary
- Maintain accurate records for accounts, contacts, and opportunities within the CRM
- Support Account Managers with administrative preparation for Strategic Business Reviews (SBRs), including compiling account data, preparing presentation materials, and coordinating meeting logistics
- Process basic quote requests and orders for small customers and Account Managers, including workstations, peripherals, and other standard equipment
- Ensure quotes, orders, and communications are processed accurately and completed in a timely manner
- Manage Microsoft renewal notifications and communicate pricing updates to clients
- Work with distributors such as TD SYNNEX to support renewal workflows
- Track renewal timelines and escalate issues to Account Managers or Service Operations when necessary
- Serve as the primary point of contact for customers generating less than $1,500 in monthly recurring revenue (MRR) who are not assigned to an Account Manager
- Manage requests, communications, and general client support needs for these accounts
- Establish a proactive outreach cadence to engage with clients throughout the year and maintain positive relationships
- CRM: HubSpot (client outreach, logging interactions, reporting)
- Quoting / Order Processing: QuoteWerks / CPQ tools and TD SYNNEX portal
- Service Desk: ConnectWise (documentation and handoffs)
- Collaboration: Microsoft Teams and approved messaging channels
- NPS and CSAT survey completion rates and overall score trends
- First-contact resolution rate for inbound client requests
- Accuracy and turnaround time for quotes and order processing
- On-time Microsoft renewal completion rates
- Coverage and engagement cadence for small clients (less than $1,500 MRR)
· 2+ years of experience in customer service, contact center, or customer success roles (MSP or IT services experience preferred)
· Strong written and verbal communication skills, including the ability to handle billing questions and basic sales inquiries
· Experience working with CRM platforms (HubSpot preferred), quoting tools, and Microsoft licensing processes
· Highly organized with strong attention to detail and the ability to manage multiple priorities
· Proactive, collaborative, and comfortable working within a remote outsourced team structure
· Scope limited to triage, client outreach, renewal support, quoting assistance, SBR preparation, and CRM data hygiene
· Clear escalation paths for complex billing issues, service quality concerns, or at-risk customer accounts
· Adherence to Courser values, operational standards, and data-handling requirements
Why you’ll love working here
At Courser, we prioritize the personal and professional development of our employees. We offer best-in-class training, mentorship, and clear self-promotion paths to help you grow. We foster a culture of innovation and encourage challenging the status quo. With teams located across the country, we leverage a wealth of knowledge and a collaborative spirit, eager to share and grow together. Benefit Highlights
· Competitive benefits package, including medical, dental, vision, and life insurance
· 401(k) company match
· Flexible vacation time*
· Paid sick time
· 10 Holidays including your Birthday and a Floating Holiday!
· Healthy Lifestyle reimbursement
· Membership Subsidy
· 40 Hours for Volunteer Time
· Paid parental leave
· Reimbursement for ongoing certifications
*Flexible vacation time after completing one full year of employment. For the first year of employment,
full-time team members are provided 10 vacation days.
Physical Demands and ADA Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. · This is a largely sedentary role. The employee is frequently required to sit/stand for long periods and work on a computer.
· The employee must be able to verbally communicate effectively with clients, employees and management to address questions and resolve issues. This involves talking, hearing, and understanding.
· This position requires the regular use of a laptop computer and other office equipment. The employee must be able to operate a keyboard and other devices for extended periods.
· The employee may be required to occasionally lift or move up to 10 pounds.
· Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
Americans with Disabilities Act (ADA) Statement
Our company complies with the ADA and provides reasonable accommodations to qualified individuals with disabilities in all aspects of employment, including the application process, interviewing, and job performance. If you need a reasonable accommodation to perform the essential functions of the job, please contact us.
Equal Opportunity Employer
Courser is an Equal Opportunity Employer. We support diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender, gender identity, genetic information, national origin, citizenship status, marital status, age, physical or mental disability, caregiver status, veteran status, uniformed service member status or any other category protected by applicable federal, state, or local laws.
Vacancy posted 17 days ago
Similar jobs that could be interesting for youBased on the Client Concierge in Remote vacancy
- ...Client Experience Concierge Evansville, Indiana, United States We are seeking motivated and detail-oriented individuals to join our team as Client Experience Concierges. This is a fully remote role where you will assist clients in planning and booking tailored travel...SuggestedFull timePart timeRemote workFlexible hours
Travel with Lani
United States2 days ago - ...including the Florida Marchman Act, we help families navigate difficult situations and pursue lifesaving care. We are seeking a Client Concierge with hands-on experience in substance use treatment or behavioral health , ideally someone who has worked in a treatment...SuggestedWork at officeRemote work
Robinson and Casey, PLLC
United States5 days ago $30.6 - $41.4 per hour
...everything we do, from crafting our exceptional pieces to inspiring clients to express and celebrate the many facets of love. It's a skill... ...legacy. POSITION OVERVIEW The Client Experience Concierge at The Landmark will support the client experience and appointment...SuggestedFull timeRemote workTiffany & Co.
New York, NY5 days ago- ...About the job Client Experience Concierge Position Overview We are seeking polished, organized individuals to join our remote team as Client Experience Concierge. In this role, you will help clients create a smooth and personalized vacation-planning experience...SuggestedFull timePart timeRemote workFlexible hours
Hope's Global Getaways
Hackensack, NJ3 days ago - ...Client Concierge OpportunityJoin Robinson and Casey, PLLC, as a Client Concierge and become an integral part of our mission to guide families through challenging times with compassion and expertise. Here, you'll find a purpose-driven role where your contributions truly...SuggestedWork at office
Robinson and Casey PLLC - Attorneys in Palm Beach
Boca Raton, FL3 days ago - ...About the job Client Concierge Overview We're continuing to expand our remote team and are looking for dependable, service-minded individuals to join us as Client Concierges. In this role, you'll support clients as they plan upcoming travel and lifestyle...Remote workWork from homeFlexible hours
Hope's Global Getaways
Henderson, NV3 days ago - ...About the job Client Concierge About the Position We are seeking polished, service-oriented individuals to join our remote team as Client Concierges. In this role, you will provide personalized support to clients as they explore vacation options, make selections...Full timePart timeRemote workFlexible hours
Hope's Global Getaways
Hamden, CT1 day ago - ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to...Full timeRemote workWork from homeHome office
- ...on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing...Full timeRemote workWork from home
- ...people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing...Full timeRemote workWork from homeFlexible hours
- ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time...Full timePart timeWork from homeFlexible hours
- ...on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing...Remote workWork from home
- ...Hellosunshinetravels is seeking a Remote Client Experience Specialist to help clients plan memorable vacations while delivering exceptional customer service. You will assist clients through every step of the planning process, from selecting destinations to confirming...Remote work
Hellosunshinetravels
Tampa, FL2 days ago - ...Kim Luxe Travel is seeking a Remote Travel Assistance professional to support clients as they plan, prepare for, and experience their trips. This 100% work-from-home role focuses on guiding clients, handling travel-related requests, and ensuring a positive experience at...Remote workWork from home
Kim Luxe Travel
Cleveland, OH3 days ago - A remote travel support company is seeking a Remote Travel Support professional to assist clients throughout their travel journey. In this work-from-home role, you will manage travel-related requests and ensure a smooth experience for clients. Ideal candidates should possess...Remote workWork from home
Remotetravelcareers
Kansas City, MO2 days ago - ...A travel service provider is seeking a Remote Travel Support Specialist to assist clients in planning and preparing for trips. This role involves communicating with clients through various channels, reviewing itineraries, and providing essential information about travel...Remote work
Dreamtripshn
San Diego, CA1 day ago - ...Destination Careers is hiring a Customer Service Representative for a fully remote role in the travel space. You will support clients before, during, and after their travel planning, handling inquiries, updates, and issues with a focus on exceptional service. The role...Remote work
Destination Careers
New York, NY1 day ago - ...Nova Travels seeks a Travel Hospitality Coordinator to assist clients with travel arrangements and support throughout their journey. This role emphasizes attentive service, ensuring travelers feel prepared and supported from planning through post-trip. Ideal candidates...Remote work
Nova Travels
Dallas, TX1 day ago - ...Traveling with Tasha is seeking a Remote Client Support Specialist to assist with travel planning coordination and client communication from the Dallas area. You will serve as the primary contact for clients, helping with questions, coordinating travel arrangements, and...For contractorsRemote workFlexible hours
Traveling with Tasha
Dallas, TX2 days ago - A travel agency is seeking a Travel Customer Representative to support clients throughout their travel journey. This role involves responding to client inquiries, assisting with bookings, and ensuring a high level of service. The ideal candidate should have strong communication...Remote workFlexible hours
INSPIRED
Nashville, TN3 days ago - A leading travel agency is seeking a Travel Customer Representative to support clients from booking to return. You will assist with inquiries, manage bookings, and ensure exceptional service throughout the travel experience. The ideal candidate has strong communication...Remote workFlexible hours
INSPIRED
Austin, TX5 days ago - ...Hallford Travels in the United States is seeking a Remote Travel Service Coordinator who will assist clients with travel questions, coordinate arrangements, and support the planning process from a home office. You will research options, confirm reservations with suppliers...Remote workHome office
Hallford Travels
Fresno, CA3 days ago - ...Aisles & Abroad in the United States is seeking a dependable Client Support Specialist to assist with travel inquiries, coordination, and client support. This remote role focuses on timely assistance and ensuring a smooth travel planning experience. You will handle inquiries...Remote work
Aisles & Abroad
Springfield, IL1 day ago - ...Kim Luxe Travel is seeking a Remote Travel Assistance professional to support clients as they plan, prepare, and experience trips from a home office. You will guide destinations, manage reservations, and handle requests while delivering a high-quality client experience...Remote workHome office
Kim Luxe Travel
San Francisco, CA2 days ago - ...Destination Knot is a client-focused coordination and services company that supports individuals and families with planning, scheduling, and reservation-related needs. We are seeking a Remote Client & Booking Coordinator to assist with scheduling, reservations, and documentation...Remote work
Openkrill
New York, NY2 days ago - A travel agency is looking for a Travel Customer Representative to support clients during their travel journey. This role includes responding to inquiries, assisting with travel bookings, and providing accurate information about destinations. Ideal candidates will have...Remote workFlexible hours
Inspired
Las Vegas, NV1 hour ago - Remotetravelcareers is hiring a Remote Travel Support professional in California. In this fully remote role, you will assist clients throughout their travel journey, providing guidance and managing travel-related requests. Key responsibilities include supporting clients...Remote work
Remotetravelcareers
Los Angeles, CA1 hour ago - A leading travel agency is looking for motivated individuals for a Client Services / Travel role. This remote opportunity involves assisting clients with booking personalized trips, maintaining communication for exceptional service, and managing bookings efficiently. Ideal...Remote workFlexible hours
HB Travels
Westerly, RI1 hour ago - ...About the job Remote Travel Client Care Specialist Job Description: As a Remote Travel Client Care Specialist, you will be an essential part of our team, guiding clients through every stage of their journey, from the moment they plan their trip to their safe return...Remote work
Excitingtravelnow
San Jose, CA1 hour ago - A travel services company is seeking a detail-oriented Client Services Associate to assist clients with their travel needs. This remote role involves handling inquiries, ensuring smooth booking processes, and providing destination guidance. Ideal candidates will have strong...Remote workFlexible hours
HB Travels
Hartford, CT1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Concierge. Be the first to apply!
