- Be the single contact for high value clients managing multiple daily operational tasks to support the post-sale processes for these clients.
- Provide client communications support, such as coordinating file transfers and form uploads, sending requested product information or sales literature, and other requests.
- Provide first level tech support for log-in issues, username and password requests, browser issues, course loading problems, or reporting issues.
- Anticipate and quickly resolve or escalate product fulfillment issues to ensure delivery and high client satisfaction.
- Experience providing detailed troubleshooting and resolutions to user's delivery of all client deliverables and a high customer satisfaction level.
- Onboard new clients and develop a strategy for each account to promote loyalty and renewal business.
- Ensure complete and correct entry of client and opportunity information within CRM (Salesforce). Enter and process orders on the same day they are received.
- Provide regular reporting to Sales or Sales Operations Leadership.
- Create and send client invoices promptly, including providing vendor and company information to clients.
- Bachelor's degree or equivalent experience.
- Minimum 3+ years of related experience in client success, customer support or sales
- Prior experience working with Learning Management System.
- Prior experience working with Salesforce.
- Knowledge of adult education principles
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Senior Specialist - Durham, United States - AICPA
Description
About the Role
Support specific, high value customers as they transition from sales prospects to active users of Association products. You will create and ensure customer loyalty by building close, long-term client relationships and helping the client discover the positive impact of the relationship with the Association.
You Will:
You Have:
How We Support You:
We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.
We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, and an employee assistance program. We provide resources that support your mental health and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family, and your lifestyle.
We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.
About Us:
At The Association, a Great Place to Work-Certified company, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.
Learn more about The Association on LinkedIn and our Career Site.
#LI-Remote #GreatPlacetoWork
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
This role is not intended to be based and/or filled in NYC and therefore the salary is not published. If you are an NYC resident and wish to be considered for this opportunity, please reach out to the recruiter listed on the posting and they will be happy to provide you any further information. Additionally, we are not presently able to hire in California.
