Client Success Concierge

Do you want to work in an energetic and vibrant environment where you actually help change the lives of people?

Do you see yourself organising seamless experiences, ensuring every interaction builds bridges of trust between our team and clients?

Then this could be the opportunity for you!

Hi, we’re Dashdot – we’re Australia’s leading Property Portfolio growth partners and we’re on a mission to transform how the world invests.

Our purpose is to improve the lives of others and to change the world by creating a more abundant society.

Our core values centre around Curiosity, Selflessness, Leadership, and Growth – and we are committed to ensuring our client’s best interests are put first.

That’s where you come in!

Right now, we’re looking for a Client Success Concierge to join our team and help us grow, but…
This job is NOT for just anyone.

We are looking for an experienced “A” player with a proven track record of excellence who loves to think outside of the box!

The Role:

The Client Success Concierge plays an important role in the seamless experience of our clients throughout their property journey. To ensure this, you will play a key role in facilitating effective communication and support mainly for the Client Account Managers.

Collaboration is a theme in your support efforts. You are adept at organizing and communicating important dates with clients and coordinating with brokers and other stakeholders at critical points in the property journey.

The Client Success Concierge goes beyond transactional interactions. You ensure a high level of satisfaction and efficiency which promotes trust between the team and the client.

The Responsibilities:

– Assisting the Client Account Managers with their day-to-day tasks and helping them with their requests.

– Sending preparation emails to the client to assist them with preparing for the meetings they have been booked in for.

– Follow up with clients who have yet to submit their forms 48 hours before their scheduled meeting.

– Sending documents and agreements to clients for signature via Dropbox sign.

– Assisting the Client Account Managers by drafting multiple emails daily for various occasions.

– Preparing meetings in advance by preparing all relevant documentation at least 24 hours before the meeting starts.

– When a property goes under contract, you will prepare a Key Dates document for the Client Account Manager to present to all parties involved.

– Assisting the Client Account Managers by updating the CRMS with the appropriate information and keeping all key dates up to date.

– Requesting desktop valuations through our third-party provider

– Preparing client portfolio assessment reports

– Keeping client information current and up to date with any relevant information that’s been submitted.

– At times, assisting with projects that fall outside of the above responsibilities.

– Speaking with clients and third parties through email and phone calls

Skills, Experience, Requirements:

– Intermediate Excel/Spreadsheet Skills (Formula expert)
– Google Suite proficient
– Exceptional written and verbal English skills
– Has very high attention to detail
– Highly organised
– Able to manage multiple tasks at once
– Outstanding interpersonal and communication skills.
– A willingness to learn and adapt to changing environments

To be successful at Dashdot you will personally be organised, proactive, and always curious. You will think outside the box, bring innovative ideas to the table, and be process-driven. You will enjoy multitasking and have high attention to detail.

Our team works entirely remotely and is a non-corporate business so you must enjoy having fun, by engaging and collaborating with your peers in a virtual environment.

Why would you want to join our team?
Well, firstly, we believe that our work will change the world. If we can help people to achieve greater levels of freedom, choice, abundance, and personal growth this will create a ripple effect of positivity that will radiate through our society and create massive societal change.

Secondly, we’re absolutely invested in your personal/professional growth. Over time there is almost limitless scope to progress and advance your career, if that’s what you’d like.

And thirdly, we believe that the workplace should be fun! Every day is better than the last, and our clients and team are like family.

The Reward:
– Fast growth company, with an amazing team culture
– Unlimited Paid Annual Leave
– Work from anywhere with 100% remote working
– Access to the full suite of Dashdot’s Property Portfolio Investment services for zero cost
– Industry-leading Parental Leave
– Personalised 3-Dimensional Career Growth Plan™
– Access to leading technology platforms to support your remote working
– WFH Booster Grant

Our Culture:
We believe that finding the right fit is the most important thing, so before you apply, we thought giving you some insight into our culture is important. We operate a high performance team culture, and practice a philosophy of Freedom and Responsibility.

Put simply, we trust you to operate with integrity, and in line with our values. We also trust that you will do whatever it takes to uphold your professional and personal responsibilities.

Outside of that, we recognise our best work often happens when we have the freedom to manage our time and to support our own personal needs.

We have unapologetically high standards, and strive for excellence in everything we do. We don’t accept excuses, only solutions. Extreme ownership results in outstanding performance, and mutual respect.

We believe in relentless, pragmatic, optimism and look for the positives in every situation.
We also believe in having a hell of a lot of fun and making sure that we are all living our best lives along the way.

Interested? You know you are!
Click Apply Now and let’s get to know each other!