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Customer Success Concierge Partner
BMS Direct, Inc
Timberlake · flexible Full-time 1w ago
About the role
About BMS
BMS is a print and mail communications company built on trust, accountability, and service excellence. As a 100% employee-owned ESOP company, every team member shares in our success.
Ownership drives how we show up — for our customers and for each other.
What You’ll Do
Build and Deepen Customer Relationships
- Travel throughout Virginia (up to three days per week) to meet with assigned accounts
- Build genuine, personal connections with customers through regular in-person visits
- Create positive, memorable interactions during every engagement
- Be someone customers look forward to seeing and working with
- Serve as a trusted point of contact and advocate for customer needs
- Proactively address concerns and coordinate internally for resolution
- Develop strong rapport so customers see you as a partner, not just a vendor contact
Represent BMS
- Act as the face of BMS in the field
- Attend conferences, events, and trade shows
- Build rapport with both new and existing contacts
- Follow up thoughtfully after interactions to continue relationship development
- Represent the company with professionalism, energy, and authenticity
Collaborate Across Teams
- Work closely with Customer Success leadership, Operations, and Marketing
- Share customer insights to help improve messaging, service delivery, and overall experience
- Support customer-facing initiatives and retention strategies
Support Account Growth
- Identify opportunities to enhance services within existing accounts
- Assist with account expansion efforts where appropriate
- Maintain accurate documentation in CRM systems and provide updates on account health
A Week in This Role Might Include
- Visiting customer offices across Virginia
- Catching up with key contacts and strengthening relationships
- Attending a local event or conference
- Following up with customers to maintain momentum
- Sharing insights internally to improve the customer experience
Who This Is For
This role is ideal for someone who:
- Naturally connects with people and builds rapport quickly
- Is outgoing, personable, and confident in face-to-face interactions
- Enjoys being on the road and meeting customers regularly
- Takes pride in making others feel heard, valued, and taken care of
- Is organized, reliable, and follows through on commitments
- Is coachable and eager to grow professionally
- Thrives in a role where relationships drive success
This role is not primarily technical or behind-the-scenes. Success comes from being present, engaging, and relationship-focused.
What We Offer
- Employee ownership through our ESOP
- Hands-on experience managing real customer relationships
- Exposure to marketing, operations, and leadership collaboration
- Ongoing mentorship and professional development
- A culture rooted in trust, accountability, and continuous growth
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