Member Services Associate

Company: AdvisoryCloud
Location: Novato
Posted on: July 22, 2020

Job Description:

Description: Who We Are:From the 100,000+ startups a year that don't have an efficient way to connect with advisors to the tens of thousands of public and private companies that have been sourcing advisors from the same talent pool for decades, it's time for more innovative ways to connect companies of all sizes with advisors of all types. For the first time ever, executives can take a proactive approach to landing advisory work by being listed as an available advisor on AdvisoryCloud.com, using tools and resources to promote themselves as an advisor, and immediately joining up to three advisory boards exclusively being sourced by AdvisoryCloud.Do you enjoy being a part of a cutting-edge company disrupting the industry they are in? Are you highly organized and enjoy speaking with others? Would you like to be a part of a dynamic team that is all working towards the same goal?As the Member Services Associate you will be playing a pivotal role in the introductions, training, and retention of our executive members on the AdvisoryCloud platform. You will be the point of contact for members during their Premier Onboarding Experience and the ongoing retention of executive members. You will be playing a critical role in developing long-term customer success and demonstrating the value of being an executive member with AdvisoryCloud. You will be building rapport with our executive members over the phone and will be responsible for helping complete their member's profile, educate members about the AdvisoryCloud solutions, provide necessary follow up as needed and navigate the member's ongoing experience on the AdvisoryCloud platform.. Requirements: Essential Duties and Responsibilities:To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Speak with members to provide a positive customer experience.
• Appropriately, professionally, and respectfully communicate with members via the phone and email within company guidelines.
• Assist members by quickly identifying potential issues and providing resolutions or escalating them appropriately to management.
• Provide members accurate and update information during all interactions.
• Complete administrative tasks and notes while handling customer service cases.
• Other tasks, duties, or special projects as assigned.Knowledge, Skills, and Abilities that demonstrate professionalism, and passion:
  • Ability to provide excellent customer service while engaging members of diverse backgrounds over the phone or email.
  • Ability to work independently and within a team environment successfully.
  • Possess strong interpersonal skills in order to build effective internal and external relationships with all levels of professionals to maximize company impact.
  • Address issues with a solution-oriented approach in a timely and respectful manner.
  • Is coachable, open to learning and accepts feedback well.
  • Self-directed and efficient with resources and time, as well as persistent and dependable in meeting deadlines.Education, Experience, and Training:
    • High School Diploma or G.E.D. equivalence.
    • Proven Call Center and/or Customer Support experience.
    • Professional, courteous, and responsible customer service and phone skills.
    • Prior experience using Salesforce (or similar CRM), RingCentral (or similar), G Suite: Gmail, Drive, Calendar, SLACK (or similar IM system), and general internet search capabilities.
    • Experience using a Mac iOS system preferred.
    • Proficiency in English.What We Offer:We are a talented group of people who are dedicated, hardworking and passionate about our business. Our culture is friendly, supportive and collaborative. We invest in the well-being of our employees and their families through our comprehensive benefits program.
      • Competitive Pay
      • Comprehensive Medical, Dental & Vision coverage
      • Health Savings and Flexible Savings Accounts
      • Life Insurance
      • Short and Long-term Disability
      • 401k Retirement Savings Program
      • Commuter Benefit Plan
      • Pet Adoption Reimbursement
      • Employee Assistance Program
      • RocketLawyer
      • Zestful, Travel Assistance, Healthy Rewards, Life Assistance Program
      • Employee Referral ProgramPM20

Keywords: AdvisoryCloud, Novato , Member Services Associate, Other , Novato, California