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Patron Relations Assistant

Company: Wollborg Michelson Recruiting
Location: Saint Helena
Posted on: April 10, 2021

Job Description:

OBJECTIVE: An ambassador for our Client's Winery and a champion of their members and potential members, the Patron Relations role will be responsible for curating the journey and experience for each individual within the winery's program, outside of on-site hospitality at the winery. The Patron Relations role communicates with and takes care of patrons, with the goal of creating long-term, loyal relationships. This role will represent the main liaison and point of contact for our patrons, and as an extension of the Managing Director.
ESSENTIAL DUTIES & RESPONSIBILITIES--- Manage inbound and outbound communication with new inquiries and existing patrons.--- Manage and distribute regular reporting on new and existing patron activity.--- Process orders from patrons and lead all associated communication.--- Create and maintain client records through internal systems (CRM).--- Assist with research for guest profiles and outreach.--- Prepare wine deliveries and assist with event preparation.--- Assist with Director's business activities, travel schedule and calendar.--- Plan and facilitate meetings. Maintain meeting agendas and minutes when needed.--- Prepare and submit expense reimbursements.--- Compose, prepare, edit and proofread letters, reports and other correspondence. Communicate on behalf of Director in alignment with domain culture and domain-specific language.--- Optimize Director's time by reading, researching, and routing email correspondence; providing quick responses where needed and reminders for pressing email.NON-ESSENTIAL DUTIES & RESPONSIBILITIES:--- Perform other work-related duties and special projects as assigned.PREFERRED QUALIFICATIONS:--- College degree. Major in Business, Hospitality, Marketing, or related field preferred.--- A minimum of 4 years of hospitality experience.--- Proficient in Microsoft Excel, Power Point, Word, Outlook.--- Experience using CRM and order management platforms.--- Passionate and knowledgeable about wine, food and agriculture with a willingness to broaden knowledge base.--- Demonstrate authentic customer engagement, planning and prioritization.--- Adaptable and able to assist a variety of personality types.--- Organized self-starter who is able to work without close supervision.--- Ability to maintain the integrity of highly confidential information.--- Ability to work flexible hours including evenings.--- Able to sit for long periods with significant computer work; able to walk in winery areas and ability to lift up to 30 pounds.--- Employee will be required to provide reliable transportation.KEY ATTRIBUTES - A successful Patron Relations Associate will have or be the following:

  • Ability to communicate at a very high level with a wide variety of people on a wide variety of subjects
  • Commitment to excellence and highest standards in nurturing relationships
  • Versatility, flexibility and willingness to work within a hands-on team environment
  • Multi-tasking - Demonstrated ability to manage and prioritize multiple projects
  • Initiative - ability to work without constant management, and under pressure
  • Detail Oriented - follow the subtle but important code of communication, aligned with our philosophy, culture, and terminology
  • Strong organizational skills yet adaptable to changing conditions when needed
  • Professional - sound judgment and the highest ethical standards.
  • Proactive, honest and trustworthyALIGNED VALUES - Successful team members will share in our client's Family values:--- Passion--- Long-term thinking--- Alignment--- Humility--- Teamwork--- Loyalty--- Integrity--- Accountability
    Location and Covid Notification: This role can be located in either our client's St. Helena Offices OR their Presidio Offices in SF. Presence IN THE OFFICE is required. Protocols for Covid are currently being followed. This is NOT a remote position!

Keywords: Wollborg Michelson Recruiting, San Francisco , Patron Relations Assistant, Other , Saint Helena, California

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