Move Concierge

Business Operations

• Analyze systems performance, optimize processes through technology, and support data-driven decision-making.
• Collaborate closely with senior leadership and drive projects to completion.
• Manage operational projects from kickoff to completion, ensuring timelines are met.
• Conduct root-cause analyses and assist in implementing new tools or systems.

Business Operations Analyst

Account Executive

• Proactively engage with new and existing customers through outbound calls
• Educate customers on available home services, guiding them to make informed decisions tailored to their needs
• Build meaningful relationships and establish trust to deliver value-driven solutions
• Consistently meet and exceed individual sales targets and key performance metrics
• Accurately document customer interactions and call notes in Salesforce
• Collaborate with teammates and sales leadership to continuously refine strategies and improve outcomes

Customer Success Manager

• 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.

Partner Success Specialist

Business Development Rep

• Prospect, develop, and close new referral partnerships through outbound calls, in-person visits, presentations, and events
• Build and maintain strong relationships with Real Estate Agents, Home Builders, and Insurance partners
• Create mutually beneficial partnership proposals and negotiate contracts
• Collaborate with leadership on sales strategies, proposals, pitches, and RFP responses
• Conduct market and competitive research to identify growth opportunities
• Serve as the primary point of contact for partners—resolving issues, aligning expectations, and strengthening collaboration
• Track, analyze, and report on partner performance and pipeline metrics
• Represent Move Concierge at industry events, networking functions, and partner meetings
• Consistently meet or exceed individual sales metrics related to lead volume, lead quality, and partner satisfaction

Business Development Representative

Customer Support

• Serve as the primary contact for our partners, responding to inbound calls and emails with timely, accurate, and professional communication.
• Manage partner escalations with a solution-oriented approach, investigating root causes, coordinating with internal teams, and ensuring prompt, satisfactory resolution.
• Design, implement, and manage customized partner engagement strategies to strengthen relationships and improve performance.
• Identify and engage prospective referral partners, communicating program value, answering questions, and closing new partnership opportunities.
• Provide ongoing education and resources to active partners to enhance their understanding of programs and maximize results.
• Facilitate seamless onboarding for new partners, ensuring familiarity with program resources, tools, and best practices.
• Maintain consistent communication with key partner stakeholders through calls, emails, and scheduled check-ins to ensure satisfaction and identify growth opportunities.
• Occasionally travel to partner offices or industry events as needed, depending on assigned accounts.

Customer Experience Manager

Sales

• Administer and optimize Move Concierge’s Pardot instance within the Salesforce ecosystem.
• Build and maintain engagement programs, automation rules, email templates, dynamic content, and segmentation lists.
• Update and manage HTML email templates, ensuring correct UTM tagging and tracking for analytics and attribution.
• Maintain governance over users, permissions, folder structures, naming conventions, and version control.
• Build, run, and maintain campaign performance reports in Pardot and Salesforce.
• Partner with Analytics and Operations teams to leverage Tableau, Google Analytics, and other BI tools for actionable insights.
• Provide analysis on campaign trends, nurture effectiveness, funnel activity, and audience engagement.
• Support data mapping and reporting alignment between Marketing, Sales, and Operations teams.
• Investigate and resolve production issues, including automation errors, sync delays, data mismatches, and deliverability concerns.
• Conduct thorough QA of campaigns, forms, automations, and tracking parameters prior to launch.
• Collaborate with Marketing, Product, and IT to maintain accurate, reliable data flows.
• Assist with early-stage initiatives and integrations involving Salesforce Data 360 (Data Cloud) or other CDPs.
• Support data hygiene, segmentation, identity resolution, and contact governance efforts.
• Participate in system enhancement projects, testing, and documentation within Marketing Technology.

Email & Marketing Automation Analyst – Salesforce Marketing Cloud, Pardot

• Own the performance, optimization, and scalability of key platforms, including Salesforce Sales Cloud, Data Cloud, Tableau, Talkdesk, Gong, and other business-critical systems.
• Serve as a hands-on technical leader: design, configure, troubleshoot, and enhance core business systems.
• Develop and maintain a multi-year systems roadmap aligned with business objectives and future growth plans.
• Lead major system implementations, migrations, and enterprise data initiatives from planning through execution.
• Drive cross-functional projects, partnering with Sales, Marketing, Finance, and Operations leadership to ensure alignment and success.
• Establish governance standards for system administration, data integrity, and workflow management.
• Continuously identify and resolve system inefficiencies, optimizing data pipelines, reporting structures, and automation.
• Manage vendor relationships, including tool evaluation, contract negotiation, and technology recommendations.