Portfolio Specialist

Be on the ground floor of the growth and excitement at LibDib, a web platform-based distributor connecting alcoholic beverage Makers to Restaurants, Bars, and Retailers. We are streamlining the discovery and purchasing process while increasing access to the rapidly expanding world of new and craft products via the three-tier system.

WHO YOU ARE: The Portfolio Specialist is the primary point of contact for prospective Makers, offering support throughout the LibDib journey. In this position, the successful candidate provides exceptional customer service and helps answer onboarding Maker questions, and   approves Makers to go live. Organizational skills are key as it is the Portfolio Specialists’ responsibility to check all required documents, licenses, media, and pricing prior to activation. The Portfolio Specialist will also assist the Portfolio Manager in Managing the overall portfolio of Makers.  

Job Duties

  • Support Makers to drive engagement and adoption of the LibDib platform
  • Have expert knowledge of the LibDib platform and be able to guide Makers and Customers through its use
  • Maintain and submit the various regulatory required information for Makers and their products
  • Educate and inform prospective and current Makers about the LibDib platform including its benefits and process
  • Assist with the creation and presentation of customized online demos of LibDib

products including organizing and hosting webinars

  • Use phone, in-person, and online tools to guide new users through the processes of onboarding and selling with LibDib
  • Effectively resolve customer inquiries in a considerate and timely manner via phone, chat, email, and/or social media
  • Compose thoughtful, personalized responses for a variety of customer requests
  • Identify, reproduce, and document bugs for the engineering teams
  • Maintain records of correspondence

Skills and Experience

  • Proven track record of highly-professional customer service in a fast-paced, dynamic environment
  • Adult beverage experience preferred
  • Clear, thoughtful, and visual communicator
  • Quick learner, organized, detail-oriented, and self-motivated
  • Ability to define goals and prioritize your own work
  • Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption
  • You know when something is over your head and are not afraid to ask for help; you are skilled at explaining problems succinctly and clearly
  • Strong interpersonal skills and experience building strong internal and external relationships
  • Diplomacy, tact, and poise under pressure when working through customer issues

Compensation and Benefits

  • Ownership in rapidly growing tech start-up
  • Health Insurance
  • 401K
  • Paid Holidays and Vacation time 
  • Compensation – BOE
Job Category: Maker team
Job Location: San Jose (CA)

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