Digital Private Client Specialist bei K&L Wine Merchants

ABOUT US

K&L Wine Merchants is widely recognized as one of the leading independent wine retailers in the United States. We offer a world-class selection of wine, spirits, and beer at five retail locations and through our website. We are a growth-minded company made up of a tight-knit team dedicated to providing excellent, knowledgeable service to our loyal customers. If you are seeking an exciting career and an ‘all-access pass’ to the business and culture of wine and spirits, K&L Wine Merchants is the perfect match! 

BENEFITS

• Medical/Dental/Vision insurance - K&L pays 100% of individual premium.
• FSA/HSA availability to support healthcare and dependent care expenses.
• 401k plan, with company contribution.
• 3 weeks of paid time off per year – time off accrual increases at 5 years of service  
• 8 paid holidays.
• Generous product discount. 
• Weekly staff tasting and sales training; exposure to world-class products and producers.
• Opportunities to advance in the wine and spirits industry.

WHAT WE’RE LOOKING FOR

Our ideal Digital Private Client Specialist will support client engagement and growth through CRM management and digital marketing execution. This role focuses on implementing segmentation strategies, managing targeted email offers, and maintaining client databases within HubSpot to service a large digital client base efficiently. The position also identifies and qualifies leads for the Private Client sales team through digital client interactions and data analysis. 

PRINCIPAL RESPONSIBILITIES

• Actively cultivate, engage, and support top-producing clients.
• Execute client segmentation within HubSpot CRM using purchase history, behavioral data, and client feedback.
• Researchand generate leads for the private client team to ensure proper assignment and onboarding.
• Manage email marketing campaigns and automated workflows under senior guidance. 
• Maintain client database accuracy and updates segmentation criteria regularly. 
• Support content development for digital campaigns and promotional offers.
•  Monitor campaign performance metrics and generates basic reporting. 
• Provide personalized shopping experiences by presenting custom product sets aligned with clients' needs and preferences.
• Processes digital orders and manage client inquiries across multiple communication channels.
• Assist with delivery coordination and order fulfillment logistics.
• Execute day-to-day CRM operations including data entry and list management.   

REQUIREMENTS

• Outstanding customer service and account management skills with proficiency in CRM platforms. 
• Excellent written, verbal, and interpersonal communication skills with engaging digital presence. 
• Strong problem-solving and critical thinking abilities. 
• Exceptional time management and organizational skills.
• Ability to work effectively both independently and collaboratively within a team environment. 
• Advanced skills in Office 365, Tableau and HubSpot CRM.
• Flexibility to work varied schedules including early/late hours as business needs require.
• Demonstrated experience with email marketing platforms and database management.
• Strong attention to detail and organizational skills.
• Comfort with data analysis and basic reporting functions.
  
• Professional certification (WSET, CMS, CSW, CWE) or equivalent knowledge derived through work experience. 
• Bachelor’s degree preferred. 

PHYSICAL AND ENVIRONMENTAL REQUIREMENTS

• Ability to perform desk-based work for all or the majority of an 8-hour shift. 

• Ability to concentrate on individual tasks and make and receive phone calls in an open plan office environment. 

• Dexterity to enter and retrieve data using a computer keyboard and to operate standard office equipment. 

• Ability to lift and carry up to 50 lbs. on occasion. 

• Ability to load, unload, and operate a hand truck safely. 

Join us at K&L Wine Merchants and be a part of a unique journey in the world of wine and spirits, where your expertise and passion will help shape the future of our company and the experiences of our loyal customers. 

K&L Wine Merchants is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, marital or veteran status, sexual orientation, disability, or any other status protected by law