Comnexa
Managed Services Concierge
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Job Description
Please note we are looking for candidates based in UK. Visa and sponsorship is not available.
We are certified Salesforce consulting partners with a presence in Jersey (Channel Islands), London and Portugal. We have a track record of delivering innovative solutions in a wide variety of sectors, particularly focused on financial and professional services. We help our customers to build a competitive advantage through implementing, optimising and maintaining Salesforce solutions.
As a Managed Services Concierge, you will play a key role in delivering an exceptional client experience by partnering with our Managed Services Director to help customers maximise the value of their Salesforce investment. You will build trusted relationships, provide proactive guidance, and identify opportunities to improve business processes, user adoption, and platform capabilities. Acting as the bridge between our customers and technical delivery teams, you will ensure clients receive a tailored, high-quality service while helping them achieve their business goals through Salesforce.
Join Salesforce's ecosystem and help our customers excel with Salesforce! We would love to meet you today - let’s talk and see if there is a fit.
Responsibilities
- Create a proactive client experience by regularly reviewing client activity, upcoming milestones, business events, Salesforce usage patterns and open support trends to identify useful ideas. Look for moments where Comnexa can add value before the client asks.
- Turn observations into simple ideas
- Translate what you notice into clear, practical suggestions. These do not need to be complex. They might include a new dashboard, improved automation, cleaner data process, campaign support, user training, event setup, reporting pack or small enhancement.
- Act as the “front of house” for Managed Services
- Bring warmth, structure and confidence to client interactions. Make clients feel heard, remembered and cared for. Follow up thoughtfully. Capture preferences. Notice recurring frustrations. Help every client feel like they are receiving a tailored service.
- Support account growth without being pushy
- Identify opportunities for additional support, small enhancements, workshops or project work. Work with account managers and delivery leads to shape these into helpful next steps. The focus is always client value first, commercial opportunity second.
- Connect the dots internally
- Work with technical consultants and developers to validate ideas, estimate effort and make sure suggestions are realistic. Help technical team members understand client context, priorities and personalities.
- Improve the Managed Services rhythm
- Help create client check-in packs, success reviews, proactive idea logs, “white glove” service moments, renewal insights and value summaries. Bring structure and polish to the way Comnexa communicates ongoing value.
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What Success Looks Like:
You will do well in this role if clients start saying things like:
- “Comnexa thought of that before we did.”
- “They really understand how our business works.”
- “That was a small idea, but it saved us a lot of time.”
- “They are not just fixing Salesforce; they are helping us use it better.”
- “It feels like we have someone looking out for us.”
Internally, success means the Managed Services team becomes more proactive, more commercially aware and more client-experience-led, without losing its technical quality.
Ideal Background
This role could suit someone from several backgrounds:
- Hospitality or luxury service: Someone who understands premium client care, anticipation, attention to detail and making people feel valued.
- Sales or account management: Someone comfortable spotting opportunities, asking good questions and building trusted relationships.
- Salesforce admin or junior consultant: Someone who understands the platform and wants to move into a more client-facing, advisory role.
- Customer success or support: Someone who is already good with clients but wants to become more strategic and proactive.
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You do not need to be a deep technical Salesforce expert from day one. You do need curiosity, confidence with clients, strong communication skills and a genuine interest in learning how Salesforce can solve business problems.
Requirements
- Experience in a customer-facing role, with a passion for delivering exceptional client experiences.
- Salesforce experience as a user, administrator or consultant, or a strong interest in building a career within the Salesforce ecosystem.
- Experience configuring Salesforce (Flows, Automation, Permissions, Validation Rules and App Integrations) is advantageous.
- Salesforce certifications are desirable, or a willingness to achieve them with Comnexa's support.
- Excellent communication skills and fluency in English.
- Strong relationship-building skills with the ability to grow and nurture client relationships.
- A proactive, curious and problem-solving mindset.
- Excellent organisational and time management skills.
- Use of AI:
- Passionate, knowledge or willingness to use AI to increase efficiency (Comnexa use OpenAI for Business and Codex across the company)
- Knowledge or desire to learn how to use / adopt custom GPT models, Agents and Codex into Managed Services client engagement workflows
Preferred skills
- Proactive and observant
- Warm and client-focused
- Commercially aware
- Strong communicator
- Organised with excellent follow-through
- Interested in Salesforce and business process improvement
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