Who we are

Vinfolio, part of the FINE+RARE Group, is a leading fine wine and spirits business combining deep market expertise with technology, data and a global marketplace. We connect collectors with some of the world’s rarest and most sought-after wines and spirits through our e-commerce, portfolio management, storage and logistics services. Across the Group, we manage more than $750 million in client assets and have operations spanning the U.S., UK, Europe and Asia.

About the Role

Vinfolio is seeking an experienced fine-wine professional to lead relationships with our private storage clients. This is a commercially focused, client-facing role combining high-value relationship management, fine-wine collection valuations, portfolio development and storage client retention. The role will oversee storage client relationships across all tiers, with engagement tailored according to client value, potential and service needs. Technology and portfolio tools will support the broader client base, while higher-value and higher-potential clients will receive proactive one-to-one relationship management.

A core focus will be retaining and growing Vinfolio's storage business through portfolio reviews, valuations, collection consolidation, inbound transfers and resale opportunities. The role will act as the primary relationship owner for storage-related matters, working closely with Customer Experience and relevant internal teams to ensure enquiries and opportunities are effectively coordinated.

This is a full-time, onsite position based in Napa, California.


Responsibilities

Lead relationship management across Vinfolio’s private storage client base, with a tiered approach to engagement.
Act as the primary relationship owner for storage-related matters, coordinating with Customer Experience and relevant internal teams.
Proactively manage priority storage relationships, developing a strong understanding of clients’ collections, objectives and service requirements.
Prepare and coordinate portfolio valuations
Identify opportunities for storage retention, consolidation, inbound transfers, resale and wider service engagement.
Refer offers and allocations to the Head of Sales or relevant sales owner.
Act as the client point of contact for authentication and condition-related requirements, coordinating with the relevant internal teams.
Host and coordinate visits, tastings and events for priority storage clients.
Coordinate the client-facing resolution of storage and fulfilment issues, escalating operational matters to the appropriate owner.
Work with Warehouse, Customer Experience, Sales, Brand, Finance and other relevant teams to ensure client requirements and opportunities are progressed effectively.
Maintain accurate client and portfolio information within HubSpot and relevant systems.
Support the client-facing management of third-party storage or fulfilment relationships, as required.


Skills & Experience

Proven experience managing relationships with high-value private clients, ideally within fine wine, luxury collectibles or related specialist market.
Strong knowledge of fine wine, private wine collections and the US secondary wine market, including wine valuation, market pricing and resale opportunities.
Commercially minded, with the ability to identify opportunities to retain and grow client relationships.
Excellent communication and interpersonal skills, with the ability to build trusted long-term client relationships.
Proactive, organised and able to manage a broad client base while prioritising higher-value opportunities.
Strong cross-functional working skills, with the ability to coordinate effectively across Sales, Trading, Warehouse, Customer Experience and other teams.
Comfortable working with HubSpot CRM, portfolio/inventory systems and market/pricing data.
Relevant wine qualifications, such as WSET, would be advantageous.