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Private Client Relations Concierge

Job in Oregon, Dane County, Wisconsin, 53575, USA
Listing for: Tasting Room Expo
Full Time position
Listed on 2026-06-06
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep, Bilingual
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

ABOUT US

The MAKK Group is a luxury wine collective and creative incubator devoted to the pursuit of beauty and the deeper principles that link all forms of making. Working with MAKK Wine, LLC (Antica Terra, Lillian, the Glories, Yes Society, and Beauty School) means taking pride in your work, caring for our clients, and supporting all relationships with grace, consideration, and integrity.

POSITION

SUMMARY

The Private Client Relations Concierge provides exceptional operational support and proactive outreach, serving as a vital touchpoint in our membership experience. Reporting to the Director of Private Client Relations, this role ensures seamless execution of daily client interactions, transaction processing, and relationship cultivation with the same precision and care that defines our winemaking.

This position focuses on proactive client outreach, concierge operations, transaction management, and allocation support. The Concierge executes consistent outbound engagement to existing and prospective members, responds to inquiries with warmth and sophistication, processes transactions with exacting accuracy, and supports our wine allocation program while maintaining the exclusivity and prestige of our member relationships.

We seek a personable individual who approaches each interaction with grace and enthusiasm, thriving in both proactive outreach and responsive service. The ideal candidate possesses exceptional organizational abilities, communicates with clarity and warmth, demonstrates natural sales instincts, and appreciates the artistry behind our wines, translating that appreciation into thoughtful client service.

PRIMARY RESPONSIBILITIES Proactive Client Outreach & Relationship Building (30%)
  • Outbound Member Engagement:
    Execute consistent outreach to existing members via phone, email, and text. Nurture relationships through personalized follow-up, allocation reminders, exclusive previews, and thoughtful check-ins.
  • Prospective Client Development:
    Generate and qualify leads through proactive outreach. Guide prospective members from initial contact to conversion with warmth and sophistication.
  • Pipeline Management:
    Maintain robust outreach pipeline, tracking touchpoints and conversion progress. Consistently achieve monthly outreach and membership acquisition targets.
  • Relationship Cultivation:
    Build long‑term relationships through personalized communication. Anticipate needs, recognize preferences, and deliver exceptional service.
Client Concierge Operations (30%)
  • Client Communication:
    Answer calls and inquiries with grace and precision. Ensure accurate message capture and seamless information sharing across the team.
  • Reservation Management:
    Process booking inquiries with care, maintaining current availability in reservation system. Initiate communications to confirm and complete reservations.
  • Hospitality Coordination:
    Share client insights including history, preferences, dietary considerations, and special occasions to enable personalized service. Assist with off‑site Private Client events.
  • Client Record Maintenance:
    Update and maintain comprehensive client records that enable increasingly personalized offerings and service approaches.
Transaction Management (25%)
  • Order Processing:
    Execute wine orders with meticulous precision, ensuring accuracy from selection to fulfillment.
  • Payment Administration:
    Handle payment processing, invoicing, and account reconciliation with discretion and accuracy. Maintain strict confidentiality.
  • Shipping Coordination:
    Coordinate shipping logistics for timely, secure delivery. Communicate proactively regarding order status, tracking, and delivery confirmation.
  • Transaction Documentation:
    Maintain detailed transaction records supporting client service excellence and operational integrity.
Allocation Support (15%)
  • Allocation Communications:
    Process client responses, answer questions about offerings, and facilitate order placement during release periods.
  • Waitlist Administration:
    Manage waitlist tracking and communicate status updates with sensitivity and professionalism.
  • Release Logistics:
    Coordinate allocation fulfillment, ensuring accurate processing and timely communication…
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