Client Success Concierge for Small Accounts

Palmetto Technology Group (PTG); Southfield (MI); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

401(k) match

Flexible vacation time

Paid sick time

Holidays including Birthday

Job summary

Courser seeks a Client Concierge to support small and long-tail clients with proactive, high-quality service and operational tasks. You will assist Account Managers, maintain CRM data, and help ensure operational excellence across non- dedicated accounts.

You’ll collaborate with Service Operations and Account Management to handle inquiries, support renewals, and assist with quotes for small customers, maintaining strong client engagement and accurate records.

Qualifications

• 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.

Responsibilities

• Manage inbound client requests from the dispatcher for non-service inquiries and simple quotes.
• Provide first-touch resolution or route requests with clear documentation.
• Ensure timely communication to maintain high customer satisfaction.

Skills

Customer service

HubSpot CRM

Quoting tools

Microsoft licensing

Communication

Remote work

Tools

QuoteWerks

CPQ tools

TD SYNNEX portal

ConnectWise

Job description

Courser seeks a Client Concierge to support small and long-tail clients with proactive, high-quality service and operational tasks. You will assist Account Managers, maintain CRM data, and help ensure operational excellence across non- dedicated accounts.

You’ll collaborate with Service Operations and Account Management to handle inquiries, support renewals, and assist with quotes for small customers, maintaining strong client engagement and accurate records.