Candidate
Employer
Customer Success Associate
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Job Description
Customer Service Specialist | New York Institute of Finance
The Tone:
This is a full-time role at New York Institute of Finance, located in New York, United States. NYIF builds and delivers world-class training and education to professionals across the global financial industry. This role is crucial for supporting the Customer Success Team, ensuring a smooth and positive experience for students participating in both in-person and virtual educational programs. It’s an opportunity to grow by solving problems, finding resolutions, and helping people within a global educational institution.
The TL;DR
• Role: Early Career
• Type: Full Time
• Location: In-person, New York, United States
• Team: Customer Success Team, assisting program managers
• Mission: Support student engagement and program delivery for NYIF’s educational offerings.
• Tech Stack: edX, Magento, Salesforce, HTML, LMS platforms
What You’ll Actually Do
• Student Engagement: Engage with incoming students as the in-person point of contact upon their arrival to class.
• Program Support: Assist program managers for all public and virtual classes.
• Course Development: Help with the creation of NYIF courses on the edX platform for the upcoming year.
• Data Coordination: Coordinate sales data transfer from Magento to Salesforce.
• Student Enrollment: Enroll students into online courses when needed.
The Must-Haves
• Background: Bachelor’s degree; Entry-Level career experience.
• Experience: No minimum experience required; customer service experience is strongly preferred.
• Skills: Exceptional attention to detail; strong organizational and management skills with the ability to prioritize; self-starter and driven; ability to be flexible and adapt quickly in a fast-paced environment; adept at learning new software solutions and able to research and assess technology tools used in multimedia content creation and distribution.
• Bonus: Experience with edX, Magento, and Salesforce platforms; experience working with HTML and LMS platforms.
