Client Success Operations Specialist (Virtual)

About the role

A Client Success Operations Specialist (CSOS) assists the Client Success team by supporting alliance growth strategies that increase visibility with new and existing clients through comprehensive account management initiatives. A CSOS is responsible for customer tracking and reporting on behalf of the Workforce Solutions Group.

Responsibilities

• Provide information to the Client Success and Engagement team within Workforce Solutions so they can execute planned engagement strategies with employer alliances to increase engagement and awareness of university focus, mission, and programs.
• Execute daily activities and provide insight on department workflow to facilitate effective management and implementation of Client Success operations.
• Collaborate with department management to ensure accurate pipeline and new student management reporting.
• Serve as a support specialist within the department on processes and procedures related to student tracking, data entry, and reporting.
• Maintain timely, accurate and thorough documentation and reporting of all activities, tasks, and proactive student activities in the client relationship management system.
• Perform other duties as assigned or apparent.

Requirements

Bachelor’s degree in business, marketing or a related field from an accredited institution and three (3) years of customer service experience which includes at least one (1) year of administrative experience; OR High School Diploma or Equivalent and seven (7) years of customer service experience which includes at least one (1) year of administrative experience.

Qualifications

• Bachelor’s degree in Business or a related field from an accredited institution
• Strong interpersonal skills to communicate professionally, persuasively, and confidently over the phone, virtual, email and in face‑to‑face appointments
• Highly organized with strong planning, reporting, and time management skills
• Demonstrated problem solving and decision‑making capabilities
• Knowledge of adult learning and development, industry trends, and the post‑secondary industry trends (a plus)
• Experience with Salesforce, Clearslide, MS Office, SharePoint and Outlook