Client Operations Specialist

Client Operations Specialist (UK Based)Reports To: Client Operations Manager

Employment Type: Full Time (Permanent), Remote

The Impact you Will Have:

The Client Operations Specialist is responsible for managing all post-sale client support to ensure clients receive maximum value from Crucial Learning training solutions. They will work closely with the Crucial Learning sales team and their clients to answer support-related questions, including billing and payment concerns, account needs, etc. They will also provide administrative support to the sales teams by processing sales orders and managing client classes, along with other administrative activities as determined.

Please note: We are only considering candidates in the UK.

What You’ll Do:

Account Management

• Process and track sales orders.
• Guide clients through the contracting process including creating quotes, confirming client signatures and PO’s as needed.

Client Support

• Ensure clients have an effortless experience with Crucial Learning by providing efficient, professional, and accurate resolutions to client concerns
• Assist Client Partners 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 and register clients for certification programs.

Process Design and Implementation

• Identify opportunities for operational improvement and design solutions
• Solve complex operational problems

What You’ll Need:

• Bachelor’s or associate degree preferred
• 1 - 2 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 experience a plus
• The desire to perform at a high level with an emphasis on quality
• Must be able to attend in-person company events in the U.S. at least once a year
• Must be legally authorized to work in the United Kingdom, 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.
• 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, you will be reached out to by a member of the HR team 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 to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. 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, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at hr@cruciallearning.com.