Edtech.com's Summary

Crucial Learning is hiring a Senior Client Operations Specialist. The role involves managing post-sale client support, including processing sales orders, handling complex contracts, and supporting federal government clients. The specialist collaborates with Client Advisors to ensure efficient operational support and client satisfaction while providing administrative assistance to the sales team.

Highlights

Manage post-sale client support including returns, exchanges, and credit/rebills.
Process and track sales orders and complex contracting activities.
Support all federal and government clients, including Army Ignited invoicing and contract guidance.
Manage private trainer certifications and related events.
Provide client support ensuring efficient resolution of concerns.
Assist Client Advisors with CRM tasks, primarily using Salesforce.com.
Require 3-5 years of relevant experience in customer service or sales support.
Proficiency with Microsoft Office and experience with Salesforce and NetSuite preferred.
Bachelor’s or associate degree preferred; strong communication skills required.
Must be legally authorized to work in the U.S. without employer sponsorship.

Senior Client Operations Specialist Full Description

Department: | Operations : Customer Service

Senior Client Operations Specialist

Reports To: Manager, Client Operations

Employment Type: Full Time,
FSLA Status: Non-Exempt,
EEO Category: Administrative Support Workers

The Impact you Will Have:

The Senior Client Operations Specialist is responsible for managing post-sale client support to ensure clients receive maximum value from Crucial Learning training solutions. They will work closely with Client Advisors and their clients to complete higher level operational support and fulfillment, including returns/exchanges, manage private trainer certifications, complex contracting, etc. They will also provide administrative support to the sales teams by processing sales orders and managing client trainer certification events, along with other administrative activities as determined by the Manager of Client Operations. This role will also support all Fed/Gov clients.

Note: This role will support the Pacific time zone.

What You’ll Do:

Account Management

Process and track sales orders.
Complex contracting.
Returns, exchanges, and credit/rebills.
Support all Fed/Gov clients:
- Army Ignited Invoicing.
- Guide clients through the contracting process including creating quotes, confirming government contracts and PO’s as needed.
- Manage all Fed/Gov private events.
Manage private trainer certifications.
Process credit card transactions.
Various standard and non-standard duties.

Client Support

Ensure clients have an effortless experience with Crucial Learning by providing efficient, professional, and accurate resolutions to client concerns
Assist Client Advisors with administrative functions in the CRM System (Salesforce.com) including but not limited to data entry, customer follow-up, appointment setting, and other assignments.
Support/manage private trainer certification courses.

What You’ll Need:

Bachelor’s or associate degree preferred.
3-5 years of relevant experience, experience in customer service or sales support is preferred.
Strong customer service experience with professional oral and written communication skills.
Intermediate skills in Microsoft Office and excellent phone etiquette required.
Experience using CRMs, Salesforce and NetSuite experience is a plus.
The desire to perform at a high level with an emphasis on quality.
Must be able to attend in-person company events at least once a year.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What You’ll Get:

Access to some of the richest professional development programs.
A variety of benefits. Programs include health benefits, life insurance, income protection and retirement savings plan with employer contributions to assist with your health & financial security today and in the years ahead.
Access to health benefits and wellness programs for employees and families.
The ability to work in a flexible work environment.
Professional development support as we want YOU to be successful in your career. Our team will work with you to establish the goals you are trying to achieve in your profession.

The Process:

The first step is to apply to the role. If your experience matches our needs, a member of the HR team will reach out to set up a call to learn more about you. From there, you can expect to meet with the hiring manager and some other members of the team. We like to connect over the phone, via Zoom and sometimes, in person (when applicable)!

AAP:

Crucial Learning provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Crucial Learning complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Crucial Learning expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Crucial Learning’s employees to perform their job duties may result in discipline up to and including discharge.

If you are vision-impaired or have some other disability under the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at hr@cruciallearning.com.

ADA (American with Disabilities Act) Information

Work is performed primarily in an office setting
Operates standard office equipment to include a computer, calculator, copier, fax, telephone

Original Job Description

Department: | Operations : Customer Service

Senior Client Operations Specialist

Reports To: Manager, Client Operations

Employment Type: Full Time,
FSLA Status: Non-Exempt,
EEO Category: Administrative Support Workers

The Impact you Will Have:

Note: This role will support the Pacific time zone.

What You’ll Do:

Account Management

Process and track sales orders.
Complex contracting.
Returns, exchanges, and credit/rebills.
Support all Fed/Gov clients:
- Army Ignited Invoicing.
- Guide clients through the contracting process including creating quotes, confirming government contracts and PO’s as needed.
- Manage all Fed/Gov private events.
Manage private trainer certifications.
Process credit card transactions.
Various standard and non-standard duties.

Client Support

Ensure clients have an effortless experience with Crucial Learning by providing efficient, professional, and accurate resolutions to client concerns
Assist Client Advisors with administrative functions in the CRM System (Salesforce.com) including but not limited to data entry, customer follow-up, appointment setting, and other assignments.
Support/manage private trainer certification courses.

What You’ll Need:

Bachelor’s or associate degree preferred.
3-5 years of relevant experience, experience in customer service or sales support is preferred.
Strong customer service experience with professional oral and written communication skills.
Intermediate skills in Microsoft Office and excellent phone etiquette required.
Experience using CRMs, Salesforce and NetSuite experience is a plus.
The desire to perform at a high level with an emphasis on quality.
Must be able to attend in-person company events at least once a year.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What You’ll Get:

Access to some of the richest professional development programs.
A variety of benefits. Programs include health benefits, life insurance, income protection and retirement savings plan with employer contributions to assist with your health & financial security today and in the years ahead.
Access to health benefits and wellness programs for employees and families.
The ability to work in a flexible work environment.
Professional development support as we want YOU to be successful in your career. Our team will work with you to establish the goals you are trying to achieve in your profession.

The Process:

AAP:

ADA (American with Disabilities Act) Information

Work is performed primarily in an office setting
Operates standard office equipment to include a computer, calculator, copier, fax, telephone

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Senior Client Operations Specialist

Edtech.com's Summary

Senior Client Operations Specialist Full Description

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