Associate Advisor – GEC

AICPA & CIMA

Job title:

Associate Advisor – GEC

Company

AICPA & CIMA

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 GEC Manager. After a training period, this is a hybrid role so you must be within commuting distance of Durham, NCYou Will:Identify and report issues that could negatively affect our member/customer experienceAchieve qualitative and quantitative targets for individual performanceUpsell/cross sell by engaging customers in a discussion about membership, products and services suitable to their needs through both inbound and outbound campaignsRemain knowledgeable about memberships and products while working to become subject matter experts in important areasCollaborate with team members to share knowledge, identify efficiencies and achieve Service Level AgreementsCommunicate 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 requestsIdentify customers’ needs and anticipate obstacles by clarifying information, researching issues and providing the easiest solutions or alternativesYou Have:High school diploma or equivalent6+ years’ related experience including:1+ years of customer service or sales experienceExperience achieving set targets for individual performanceExperience working with a CRM systemPrevious work experience in a not-for-profit, Association, or NGO environmentResolution experienceOnline chat experienceHow 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, 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 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 and our .#LI-Hybrid #GreatPlacetoWorkWe 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 annual salary range for this role is: $40,000-$45,000Please note, this is a standard range and exact compensation may vary based on skills, experience and location. If you’d like to understand more on the salary range, please contact the recruiter listed on this posting.This role will ideally be filled within the next 3-6 months, but if you’re interested, we encourage you to apply as soon as possible, as we may amend or withdraw our jobs at any time, and reserve the right to do so.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.Additional InformationEqual Employment OpportunityThe Association of International Certified Professional Accountants is dedicated to fostering a diverse environment and is committed to being an equal opportunity employer. All employment decisions are based on business needs without regard to race, color, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other applicable legally protected status. All qualified candidates are encouraged to apply.AssistanceIf you are an applicant with a disability who is unable to use our online tools to search and apply for jobs, please send an email to

Expected salary

$40000 – 45000 per year

Location

Durham, NC

Job date

Sat, 29 Mar 2025 01:17:15 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.

Job Location