Customer Service & Sales Advisor
Customer Service & Sales Advisor
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Job Description
You will be the face of AICPA & CIMA by focusing on the needs of members students candidates and prospects. Handle inquiries through inbound/outbound phone calls email chat and social media channels which contribute to customer satisfaction survey results and Net Promoter Scores (NPS) scores. You will report to a Global Engagement Centre (GEC) Manager. After a training period this is a hybrid role so you must be within commuting distance of Durham NC
You Will:
- Identify and report issues that could negatively affect our member/customer experience
- Achieve qualitative and quantitative targets for individual performance
- Upsell/cross sell by engaging customers in a discussion about membership products and services suitable to their needs through both inbound and outbound campaigns
- Remain knowledgeable about memberships and products while working to become subject matter experts in important areas
- Collaborate with team members to share knowledge identify efficiencies and achieve Service Level Agreements
- Communicate relevant information on policies member benefits products services and industry developments through inbound/outbound phone email chat and social media channels.
- Navigate multiple systems to grant access and manage membership requests product orders event registrations account adjustments and other requests
- Identify customers needs and anticipate obstacles by clarifying information researching issues and providing the easiest solutions or alternatives
You Have:
High school diploma or equivalent
6 years related experience including:
- 1 years of customer service or sales experience
- Experience achieving set targets for individual performance
- Experience working with a CRM system
- Previous work experience in a not-for-profit Association or NGO environment
- Resolution experience
- Online chat experience
How We Support You:
We provide flexibility to help you achieve a good work-life balance. Youll 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 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 recognise 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 worlds most accomplished accountants to stay relevant meet todays demands and prepare for tomorrows challenges through quality education resources and training.
Learn more about The Association on LinkedIn and our Career Site.
#LI-Hybrid #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.
The salary for this role is: $41000 initially and will rise after successful completion of 6 months service.
Please note this is a standard range and exact compensation may vary based on skills experience and location. If youd like to understand more on the salary range please contact the recruiter listed on this posting.
If youre interested we encourage you to apply before Friday 27 June
While this role can work on a hybrid basis in the US please note that we are unable to employ individuals in the state of California.
Required Experience:
Unclear Seniority
Employment Type
Advisor
