Serve as the primary contact for all incoming partner and client calls; route inquiries appropriately, document interactions, and ensure timely follow-up.
Conduct introductory calls with referral partners upon their first lead submission to provide program education, clarify expectations, and establish a positive initial experience.
Proactively re-engage partners experiencing reduced or inactive lead activity to identify barriers to participation.
Monitor and manage lane-specific email inboxes, ensuring timely, accurate, and professional responses to partner inquiries, requests, or escalations.
Provide administrative and operational support to the Account Management team and leadership with administrative or operational tasks as assigned, including reporting, partner outreach, and support initiatives.
Maintain detailed notes and partner interactions within Salesforce to ensure visibility and collaboration across teams.

Strong verbal and written communication skills.
Experience in high volume call or customer support environment.
Proven ability to manage multiple priorities in a fast-paced environment.
Excellent organizational skills and attention to detail.
Experience in a heavy call volume environment.
Proficiency in Salesforce, Google Workspace and email management tools.
Bachelor’s degree is preferred.
Prior experience in home services, customer success, or account coordination is preferred.
Familiarity with partner or referral program management is preferred.
Experience working in a CRM-driven environment with service metrics and SLAs is preferred.

Belonging at Move Concierge
Move Concierge is very proud to be a very diverse company and we continue to push new initiatives forward that promote inclusivity.

Partner Success Specialist

Key skills