Client Engagement Concierge

Role Overview

The Client Engagement Concierge is a high-visibility, client-facing ambassador responsible for cultivating elite relationships, capturing transformational client outcomes, and elevating those results into compelling success stories across the company's 10X ecosystem.

This role sits at the intersection of client experience and brand credibility. You will serve as a trusted connector between our most successful clients and our executive, marketing, sales, and production teams—ensuring client wins are documented, refined, and strategically deployed to reinforce market authority.

Through impeccable professionalism, sound judgment, and exceptional communication, the Client Engagement Concierge delivers a white-glove experience while shaping the narratives that drive confidence, conversions, and community loyalty.

Key ResponsibilitiesClient Success Story & Testimonial Strategy

• Build, maintain, and continuously refine a comprehensive, organized testimonial library across all products, programs, and events

• Proactively source high-impact success stories through daily outreach to assigned client portfolios, live events, onboardings, and post-event follow-ups

• Develop trusted relationships with past and current testimonial contributors to refresh metrics, results, and narratives over time

• Partner with clients to shape forward-facing testimonials aligned with current campaigns, launches, and promotional initiatives

• Apply discretion and brand judgment to ensure all testimonials meet credibility, accuracy, and excellence standards

VIP Client Engagement & Relationship Management

• Serve as a primary point of contact for high-value, high-engagement, and VIP clients

• Build rapport quickly while maintaining long-term, trust-based client relationships

• Facilitate onboarding and post-event engagement sessions to accelerate adoption and deepen commitment

• Attend company events, trainings, and live experiences to identify standout client results and capture testimonials in real time

• Represent the brand with polish, accuracy, discretion, and professionalism across video, phone, and email

Data Collection, Quality & Organization

• Collect, verify, and document critical client success metrics, including:

• Company name, industry, and revenue range

• Products, programs, and events attended

• Tangible growth, performance improvements, or operational results achieved

• Organize testimonials using structured metadata, tagging, and database best practices for fast, scalable access

• Conduct ongoing quality checks to ensure all stories are current, accurate, on-brand, and aligned with active events and initiatives

Presentation & Executive Collaboration

• Deliver concise, compelling daily or recurring presentations highlighting top client success stories to internal teams and leadership

• Demonstrate mastery of company offerings, processes, and policies to answer questions accurately and confidently

• Exercise judgment in selecting testimonials that resonate most strongly with prospective clients and event audiences

• Prepare, curate, and coordinate client panels for live events, promotional campaigns, and executive-led sessions

• Collaborate cross-functionally with Sales, Marketing, Video Production, and Executive Leadership to ensure seamless execution

Media & Content Quality Assurance

• Review testimonial audio and video content for clarity, professionalism, tone, and impact

• Perform light video editing (trimming, polishing, sequencing) to ensure presentation-ready quality

• Support written testimonial development, content refinement, or light content creation as needed

• Ensure all published materials reflect the brand's authority, credibility, and premium positioning

Standards of Excellence

• Impeccable professional presence, especially during video and executive-facing interactions

• Exceptional verbal and written communication

• High attention to detail, preparation, and follow-through

• Calm, confident, solution-oriented demeanor

• Unwavering commitment to delivering a premium, white-glove client experience

Required Qualifications

• Experience in Client Relations, Client Success, Concierge Services, Marketing, or Content-related roles

• Exceptional communication skills with the ability to influence and present confidently

• Strong organizational skills with the ability to manage multiple priorities simultaneously

• Proven ability to build trust quickly and maintain long-term client relationships

• Comfort navigating digital platforms, CRMs, virtual communication tools, and content systems

Preferred Qualifications

• Basic video editing experience

• Strong writing, editing, and narrative development skills

• Familiarity with online marketing channels and digital engagement strategies

• Naturally outgoing, polished, relationship-driven personality

Success in This Role Looks Like

• Clients feel personally supported, respected, and proud to represent the brand

• High-quality testimonials are consistently captured, refreshed, and strategically deployed

• Executive teams have immediate access to credible, compelling client success stories

• The company is perceived as best-in-class in service, outcomes, and authority

• Client wins translate directly into increased trust, engagement, and revenue

Why This Role Stands Out

• Direct exposure to executive leadership and strategic decision-making

• Daily interaction with elite, high-performing clients and industry leaders

• High-impact influence on brand credibility, sales conversion, and market authority

• Opportunity to shape the public-facing success narrative of a nationally recognized, premium brand