Customer Service Representative

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CeriFi

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

CeriFi is a company focused on professional education and training across various fields, including financial planning, tax and accounting, insurance, financial crimes, and legal education. With brands such as West LegalEdcenter, CheckPoint Learning, Bionic Turtle, Mark Meldrum Financial Planning, Dalton Education, and others under its umbrella, CeriFi offers continuing education and certification programs. The company emphasizes tech and innovation to enhance its educational platforms and services.

📋 Description

• Deliver customer support to students and customers through phone, email, chat, and case management • Assist with login issues, password resets, course access, LMS navigation, order questions, shipment tracking, receipts, and general product support • Resolve customer inquiries and build supportive customer relationships from first contact through resolution • Process customer orders from enrollment through completion • Manage LMS user accounts, including account setup, entitlements, user updates, and firm associations • Maintain accurate customer records across internal systems • Support new product launches through customer onboarding and access assistance • Use Salesforce Service Cloud to document interactions and manage support cases • Meet customer satisfaction goals through timely and accurate resolutions • Maintain detailed documentation and follow standard operating procedures • Identify improvements to processes, workflows, and customer experience • Collaborate with Customer Experience, Product, Sales, and Operations teams • Share feedback to improve products, support processes, and customer communications • Support additional projects and initiatives as the business evolves

🎯 Requirements

• Bachelor's degree preferred, or an equivalent combination of education and customer service experience • 1–3 years of experience in customer service, customer support, or another customer-facing role • Strong computer proficiency, including Microsoft Office • Experience with Salesforce Service Cloud or other CRM platforms is a plus • Excellent verbal and written communication skills for phone, email, and chat support • Outstanding customer service skills and a positive, solution-oriented mindset • Strong analytical, critical thinking, and problem-solving abilities • Exceptional attention to detail • Excellent organizational and time management skills • Ability to prioritize multiple tasks in a fast-paced environment • Ability to work independently and collaboratively • Adaptability and flexibility to changing business needs and customer expectations • Willingness to learn new systems, processes, and technologies

🏖️ Benefits

• Full-time employment • Fully remote work • Opportunity to support professionals pursuing career certifications • Collaborative, positive, and customer-focused team culture • Opportunities to contribute to process, workflow, product, and customer-experience improvements • Exposure to Salesforce Service Cloud, LMS, and evolving systems and technologies