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Partner Success Specialist

Roles & Responsibilities

  • 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.

Requirements:

  • 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.
  • Maintain detailed notes and partner interactions within Salesforce to ensure visibility and collaboration across teams.

Job description

The Partner Success Specialist supports Move Concierge’s growing network of referral partners by serving as their primary point of contact for communication, education, and issue resolution. This role ensures an exceptional partner experience through prompt and professional service, contributing directly to partner satisfaction, retention, and program growth.

This is a full-time, hybrid position based in our corporate office in Farmers Branch, Texas. Standard hours are Monday through Friday, 8:30 a.m. to 5:30 p.m. Occasional flexibility may be required based on partner needs or business priorities.

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. People seeking employment at Move Concierge are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Our people are our culture and our culture is our people. We don’t take creating and maintaining a great culture lightly, it is the base for all we do at Move Concierge.

Move Concierge Core Values

  • Be Humble

  • Transparent Communication

  • Embrace and Drive Change

  • Build a Positive Culture

  • Mind-Blowing Experience

  • Own It

Essential Job Functions

  • 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.

Qualifications (Required):

  • 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.

Qualifications (Preferred):

  • Bachelor’s degree.

  • Prior experience in home services, customer success, or account coordination.

  • Familiarity with partner or referral program management.

  • Experience working in a CRM-driven environment with service metrics and SLAs.

The information listed above is not a comprehensive list of all duties/responsibilities performed. This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.

Any physical and mental requirements described in this job description 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 the essential functions.

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