Engagement Specialist

Our fast-growing and dynamic business is seeking an Engagement Specialist who is passionate about delivering a warm, welcoming experience to our clients and providing essential support to our team in the field.

The Downsizers is the Triangle’s leading full-service move management team, specializing in supporting older adults and individuals in transition. Through our proprietary system, PLAN – SORT – PACK – SETTLE, we serve and guide older adults and their families through life's most important transitions. Our compassionate team helps ease both the emotional and physical challenges of letting go, organizing belongings, relocating, and coordinating with family—ensuring a smooth, respectful, and personalized experience from start to finish. We find joy in:

• Doing What We Say

• Sharing Our Wisdom

• Solving Problems

• Caring About Others

• The Power of Us

Many of our projects are fast-paced and physically demanding, often taking place under tight deadlines. They frequently involve working with older adults during significant life transitions, which can be emotionally sensitive. The ideal candidate is compassionate, patient, and adaptable—capable of offering thoughtful support with empathy, dignity, and professionalism.

We proudly serve the entire Triangle region (including Raleigh, Durham, Chapel Hill, Durham, Cary, Apex, Wake Forest, Morrisville, Holly Springs, Hillsborough, Fuquay-Varina, and surrounding areas). The Downsizers work in private homes, apartment complexes and senior communities.

The Engagement Specialist plays a key role in ensuring a smooth and supportive experience for both clients and the internal team. This position involves supporting phone and help desk communications, coordinating schedules, sending timely client communications, and assisting with marketing and administrative tasks. The ideal candidate is proactive, professional, and committed to delivering exceptional client service while contributing to daily operations and team collaboration.

The Engagement Specialist will provide the following services:

• Answer and direct incoming phone calls with warmth and professionalism in a timely manner

• Monitor and provide timely support for incoming Help Desk requests 

• Send out consult reminders, welcome emails, and introductory materials to new clients or resources

• Assist with daily schedule oversight, updates, and coordination

• Assemble marketing packets and deliver materials to partners or events as needed

• Pick up physical contracts, documents, or deposits when required

• Serve as a backup for scheduling support during peak times or team absences

• Provide highest level of client service

• Complete online, in-office, and on-site trainings

• Participate in Team Meetings

• Read and respond as needed to Team Updates and emails

• Professional and friendly phone presence with excellent interpersonal skills

• Highly reliable, detail-oriented, and organized, with strong time management abilities

• Able to efficiently navigate CRM systems, email platforms, and scheduling tools, with a focus on clear communication and team support.

• Able to multitask effectively and adapt to shifting priorities in a fast-paced environment

• Compassionate and patient, with a genuine interest in supporting older adults and individuals in transition

• Strong verbal and written communication skills

• Flexible, critical thinker who can navigate challenges with calm and confidence

• Team-oriented, with a collaborative mindset and commitment to delivering outstanding client service

• Friendly and approachable with strong interpersonal skills and a can-do attitude

• Eager to learn, adaptable to different personalities, and comfortable working with a range of technologies

• Prior experience in customer service, administrative support, presales, or front desk roles preferred

• Valid driver’s license and reliable transportation are required for occasional off-site tasks

This candidate must be available for 16-20 hrs./week; 4-5 days including Mondays and Fridays. No weekend work is required. 

Employment is contingent upon the successful completion of a background check.

Our culture is steeped in a unique combination of compassion, collaboration, trust, critical thinking, joy, and providing exceptional customer service and experience. 

• Part-time Position

• 401(k) Plan

• Paid Training

• Paid Volunteer Opportunity towards Community Service

• Access to Trade Discounts

Hourly Rate: $18/hour, Eligible for Bonuses

The Downsizers tackle everything as a team, and we've created a culture that sets us apart from other businesses.

The responsibilities and qualifications listed reflect the core requirements of this role but are not intended to cover every task or situation that may arise. We’re looking for someone who is adaptable and willing to pitch in where needed to support our team and clients. The role may evolve over time to meet the needs of our growing business. This posting does not create an employment contract, implied or otherwise, other than an "at will" relationship.