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- Tasks: Engage with members and customers via calls, emails, and social media to enhance their experience.
- Company: Join a Great Place to Work-Certified company transforming the accounting and finance profession.
- Benefits: Enjoy flexible work-life balance, healthcare, paid time-off, and tailored benefits for your lifestyle.
- Why this job: Be part of a diverse team that values inclusion and supports your personal and professional growth.
- Qualifications: Must have secondary school certificates and 1+ years in customer service or sales.
- Other info: Role starts in July 2025; apply early as positions may change.
The predicted salary is between 28800 - 43200 £ per year.
About the Role: 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 Associate Manager. You will be based on site and work 9am to 5pm, UK time.
You Will:
- Identify and report issues that could negatively affect our member/customer experience
- Achieve qualitative and quantitative targets for individual performance
- Upsell/cross sell by engaging customers in a discussion about membership, products and services suitable to their needs through both inbound and outbound campaigns
- Remain knowledgeable about memberships and products while working to become subject matter experts in important areas
- Collaborate with team members to share knowledge, identify efficiencies and achieve Service Level Agreements
- Communicate 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 requests
- Identify customers' needs and anticipate obstacles by clarifying information, researching issues and providing the easiest solutions or alternatives
You Have:
- Secondary School certificates or equivalent
- 6+ years' related experience including:
- 1+ years of customer service or sales experience
- Experience achieving set targets for individual performance
- Experience working with a CRM system
- Previous work experience in a not-for-profit, Association, or NGO environment
- Resolution experience
- Online chat experience
How 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.
We are committed to equal employment opportunity regardless of race, colour, 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.
This role will start in July 2025, 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.
Customer Service & Sales Advisor employer: AICPA
Contact Detail:
AICPA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service & Sales Advisor
✨Tip Number 1
Familiarise yourself with the AICPA & CIMA's mission and values. Understanding their focus on member satisfaction and professional development will help you align your responses during interviews and demonstrate your commitment to their goals.
✨Tip Number 2
Brush up on your customer service skills, especially in handling inquiries through various channels like phone, email, and chat. Practising role-play scenarios can help you feel more confident in managing different types of customer interactions.
✨Tip Number 3
Research common CRM systems used in customer service roles. Being able to discuss your experience or familiarity with these tools can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Network with current or former employees of AICPA & CIMA on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the application process.
We think you need these skills to ace Customer Service & Sales Advisor
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements. Tailor your application to highlight how your experience aligns with the role of a Customer Service & Sales Advisor.
Highlight Relevant Experience: Emphasise your customer service and sales experience, particularly any achievements related to targets or performance metrics. Use specific examples to demonstrate your skills in handling inquiries and upselling products.
Showcase Communication Skills: Since the role involves various communication channels, make sure to showcase your ability to communicate effectively. Mention any experience you have with phone, email, chat, or social media interactions.
Personalise Your Application: Address your application to the hiring manager if possible, and include a brief introduction about why you are interested in working for The Association. This personal touch can make your application stand out.
How to prepare for a job interview at AICPA
✨Know Your Products and Services
Familiarise yourself with the memberships, products, and services offered by the company. Being able to discuss these confidently will show your commitment and help you engage effectively with customers during the interview.
✨Demonstrate Customer-Centric Skills
Prepare examples from your past experiences that highlight your ability to handle customer inquiries and resolve issues. Show how you've successfully upsold or cross-sold in previous roles, as this is crucial for the position.
✨Practice Communication Techniques
Since the role involves various communication channels, practice articulating your thoughts clearly and concisely. Consider role-playing scenarios where you handle customer queries via phone, email, or chat to showcase your versatility.
✨Showcase Team Collaboration
Be ready to discuss how you’ve worked with team members in the past to achieve common goals. Highlight any experiences where you shared knowledge or identified efficiencies, as collaboration is key in this role.
