Customer Service Specialist

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🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $46.8k - $52k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

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PuzzleHR

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2019

👥 HR Tech

🤝 B2B

🏢 Enterprise

HR Tech • B2B • Enterprise

PuzzleHR is a leading provider of Human Resources as a Service (HRaaS), dedicated to helping businesses navigate the complexities of HR management. The company offers a comprehensive suite of services including managed payroll, benefits administration, talent acquisition, leadership development, and HR compliance. By acting as a fractional HR department, PuzzleHR allows organizations to focus on their core operations while ensuring effective HR solutions are implemented seamlessly.

📋 Description

• Serve as the first point of contact for CFMA members, prospects, and customers via phone, email, and online chat (Connection Café). • Provide accurate and timely information related to CFMA membership, renewals, events, online education, and the CCIFP certification program. • Process membership applications, renewals, event registrations, and payments in CFMA’s association management system. • Uphold high standards of accuracy and completeness across all member data. • Troubleshoot member access issues, such as login problems, course enrollment, and account updates. • Maintain accurate and organized records of member interactions, ensuring follow-up and resolution in a timely manner. • Collaborate with the Marketing, Education, and IT teams to ensure smooth customer experiences across all CFMA programs and platforms. • Identify trends and recurring issues to recommend process improvements and enhance member satisfaction. • Assist with special projects and outreach initiatives to promote engagement and retention. • Assist in onboarding new members and execution of outreach efforts. • Represent CFMA’s values of professionalism, responsiveness, and member focus in every interaction.

🎯 Requirements

• Associate’s or Bachelor’s degree preferred, or equivalent experience. • 2+ years of customer service or membership support experience (association or nonprofit experience preferred). • Excellent written and verbal communication skills with a friendly and professional demeanor. • Strong organizational and time management skills with attention to detail. • Proficiency in Microsoft Office and experience with CRM or Association Management Systems (such as ACGI). • Ability to work a flexible schedule, including evening hours up to 8:00pm ET. • Demonstrated commitment to delivering a high level of service and continuous improvement. • Demonstrates strong initiative and works both independently and collaboratively in a fast-paced environment without the need for close supervision. • Embraces change with a positive attitude and actively contributes ideas for improvement. • Thrives in building new processes and standard operating procedures within a growing team environment. • Applies critical thinking to assess situations and develop effective solutions. • Approaches challenges with a proactive, solution-oriented mindset. • Preferred Qualifications: Experience leveraging HubSpot for customer service operations. • Experience working with nonprofit or membership-based organizations. • Background managing or supporting certification programs. • Ability to develop and maintain SOPs and workflow documentation.

🏖️ Benefits

• Bonus Eligible: Annual performance-based bonus program. • Robust Benefits Package: Medical & Dental Vision Insurance • 401(k) with up to 5% employer match • Life & AD&D (2x salary up to $250,000) • Short-term and Long-term Disability • PTO: Up to 20 days annually, plus paid holidays • Mission-Driven Work: Help shape the future of construction financial professionals. • Work-Life Balance: Supportive team culture and flexible work environment.