Own the client relationship end-to-end
• Serve as the named, dedicated concierge from contract signature onward
• Guide each client through their full onboarding journey and get them confidently up and running
• Lead household and family onboarding
• Coordinate the range of services included in the client’s engagement, on their timeline
Keep clients protected over time
• Run the ongoing relationship: regular check-ins and milestone reviews that keep clients protected as their needs evolve
• Be the reachable point of contact during covered hours, with a clean handoff to the broader team otherwise
• Handle on-demand requests and escalations with a calm, ordered response
• Explain what’s happening and why, enough to build the client’s confidence — never a black box
• Partner with Engineering to diagnose and resolve issues, and translate technical reality into language a non-technical principal trusts
• Maintain absolute discretion with the most sensitive personal information you’ll ever handle
• Help define the concierge playbook, SOPs, and handoffs as we scale from our first clients
• Surface recurring client needs to shape product, tooling, and how we serve
• Contribute to how we scope and staff engagements as we learn what each really takes