Customer Support Specialist @ Corporate Finance Institute® (CFI) | Jobright.ai
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Corporate Finance Institute® (CFI) · 1 day ago

Customer Support Specialist

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Continuing EducationCorporate Training
Hiring Manager
Mikelle Oliver
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Insider Connection @Corporate Finance Institute® (CFI)

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Responsibilities

Address inquiries regarding student enrollment, course and program offerings, invoices, completion certificates, etc.
Assist prospective customers with product information and site navigation, as well as research and resolve client inquiries by email, phone, and social media (Hootsuite and Mention)
Constantly communicate ways to enhance our student experience, build and execute the plan with other departments
Assist with lead generation through collecting information from our students and adding it to CRM and with group enrollments in the system
Track inquiries to resolution, escalating when necessary
Utilize a thorough knowledge of CFI courses when responding to inquiries
Accurately record & process invoices for clients, and address transaction trace requests when necessary
Maintain and update Customer Service Manuals, Frequently Asked Questions (FAQs), and Help Centre Articles
Perform other administrative duties as required.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Email SupportCustomer InquiriesCRMHootsuiteMentionData DiligenceBusiness OrientationChange Management

Required

Ability to provide exceptional support via email in response to inbound learner requests
Ability to lead processes independently while leveraging cross-team collaboration
Strong communication skills to ensure all inquiries are handled appropriately and in a timely manner
Ability to address inquiries regarding student enrollment, course and program offerings, invoices, completion certificates, etc.
Ability to assist prospective customers with product information and site navigation
Ability to research and resolve client inquiries by email, phone, and social media (Hootsuite and Mention)
Ability to communicate ways to enhance the student experience and execute plans with other departments
Ability to assist with lead generation through collecting information from students and adding it to CRM
Ability to track inquiries to resolution and escalate when necessary
Thorough knowledge of CFI courses when responding to inquiries
Ability to accurately record & process invoices for clients and address transaction trace requests
Ability to maintain and update Customer Service Manuals, FAQs, and Help Centre Articles
Ability to perform other administrative duties as required
Efficiency
Communication
Data Diligence
Resourcefulness
Client Focus
Business Orientation
Change Management
Critical Thinking

Company

Corporate Finance Institute® (CFI)

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Corporate Finance Institute (CFI) is the practical learning and development resource for finance and banking professionals at every level, giving them real-world skills and tools they need to excel in today’s ever-changing corporate finance world.

Funding

Current Stage
Growth Stage
Total Funding
$48M
2021-03-19Undisclosed· $48M

Leadership Team

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Anna Talerico
Chief Executive Officer
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Timothy Vipond
Chief Executive Officer
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Company data provided by crunchbase
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