Luxury Wine Client Concierge

Joseph Phelps Vineyards; California (MO); Hybrid; USD 41,000 - 45,000; Full time

Benefits offered by this job

Paid Holidays

Vacation & Sick Time

Health Benefits

401K match

Employee Discounts

Wellness Reimbursement

Gift Program

Job summary

Joseph Phelps Vineyards seeks a Client Engagement Specialist to cultivate meaningful, long-term relationships with clients and members while supporting direct-to-consumer sales through thoughtful, personalized engagement.

The role delivers refined, highly personalized service reflecting a luxury wine brand, engaging clients via phone, email, SMS, and other channels to understand preferences, anticipate needs, and create memorable opportunities for continued engagement with the Joseph Phelps

Qualifications

• Minimum of two years of telephone sales, clienteling, luxury hospitality, or premium wine industry experience preferred.
• Exceptional sales and interpersonal communication skills, with the ability to connect authentically and professionally by phone, in writing, and in person.
• Warm, engaging presence with a positive, service-oriented attitude.
• Demonstrated ability to build long-term client relationships through personalized outreach, attentive follow-up, and thoughtful service.
• Highly detail-oriented, organized, and efficient.
• Experience using CRM and other computer-based project management tools.
• Proficient in Microsoft Word, Excel, Teams, and Outlook; experience with Commerce7 and RedChirp is a plus.
• Self-motivated, accountable, and collaborative, with the ability to achieve individual and team goals.

Responsibilities

• Outreach: Proactively generate revenue through thoughtful, relationship-based client outreach while achieving sales goals established by the Manager.
• Outreach: Deliver gracious, highly personalized service to new, current, and previous clients.
• Outreach: Recommend wines with care and expertise based on individual client preferences, purchase history, collecting interests, and prior engagement.
• Outreach: Participate in outreach sales team meetings.
• DATABASE MANAGEMENT: Enter sales orders into Commerce7, ensuring orders are complete and accurate.
• DATABASE MANAGEMENT: Maintain an up-to-date consumer database, including credit card information and billing and shipping addresses.
• DATABASE MANAGEMENT: Set follow-up tasks and make notes of customers' preferences, purchasing habits, and other sales opportunities.
• WINE SHIPMENTS, DELIVERY, AND INVENTORY: Work together with our Phelps Preferred Team to assist customers with shipping information, package tracking, and other order issues as they arise.
• WINE SHIPMENTS, DELIVERY, AND INVENTORY: Monitor progress of orders through the fulfillment portal.
• WINE SHIPMENTS, DELIVERY, AND INVENTORY: Manage returned orders promptly and accurately through resolution.
• GUEST COMMUNICATION: Respond in a timely manner to all calls, texts, and emails regarding direct sales orders.
• GUEST COMMUNICATION: Promptly investigate and follow up on any customer order concerns.
• GUEST COMMUNICATION: Maintain knowledge of the Joseph Phelps Vineyards story and available wines to provide customized recommendations based on customers' preferences.
• GUEST COMMUNICATION: Communicate with warmth, discretion, and polish in a manner consistent with the Joseph Phelps Vineyards brand voice and luxury positioning.
• GUEST COMMUNICATION: Provide recommendations on food pairings, when to drink, how to store, and how to serve wine.
• GUEST COMMUNICATION: Deliver elevated, luxury-level service across all client-facing interactions, ensuring every touchpoint feels thoughtful, polished, and aligned with the Joseph Phelps experience.
• GUEST COMMUNICATION: Represent Joseph Phelps Vineyards as a polished and professional brand ambassador in every interaction.
• GUEST COMMUNICATION: Support membership coordination and client inquiries under the direction of the Membership Manager.
• GUEST COMMUNICATION: Educate customers on Phelps Preferred opportunities and benefits.
• GUEST COMMUNICATION: Provide administrative assistance when needed.

Job description

Joseph Phelps Vineyards seeks a Client Engagement Specialist to cultivate meaningful, long-term relationships with clients and members while supporting direct-to-consumer sales through thoughtful, personalized engagement.

The role delivers refined, highly personalized service reflecting a luxury wine brand, engaging clients via phone, email, SMS, and other channels to understand preferences, anticipate needs, and create memorable opportunities for continued engagement with the Joseph Phelps