Specialist - Inside Sales & Support at American Institute of Certified Public Accountants in Durham, North Carolina

Job Description:

About The Association

Combining the strengths of the American Institute of CPAs and the Chartered Institute of Management Accountants, we empower the world’s most highly-skilled accountants – CPAs and CGMA designation holders – with the knowledge, insight and foresight to meet today’s demands and tomorrow’s challenges. We drive a dynamic accounting profession that works every day to build trust, create opportunity and grow prosperity worldwide.

About The Role

Responsible for supporting enterprise sales goals of Association products and services to accounting firms, companies and other interested organizations. 

Responsiilities

• Manage a wide range of day-to-day operational tasks to support the learning sales process for all B2B clients


• Follow defined Sales Operations processes relating to inbound call/email handling, lead routing, and post-sales operations activities


• Serve as point person for resolving issues and inquiries sent to aicpalearning@aicpa.org or received by phone


• Develop, qualify and route inbound leads to appropriate account manager or business development manager


• Ensure complete and correct entry of client and opportunity information within CRM (Salesforce)


• Enter and process orders on the same day they are received


• Anticipate and quickly resolve or escalate product fulfilment issues to ensure timely delivery and high client satisfaction.


• Provide first level client technical support for log-in issues, username and password requests, browser issues, course loading problems, or inability to run reports.


• Assist with content provisioning/deployment of on-demand courses for customers


• Assist with prequalifying leads as needed


• Provide client communications support, such as coordinating file transfers and form uploads, sending requested product information or sales literature, and other requests as needed.


• Support business development managers and account managers in ensuring new leads and sales activities are captured and maintained accurately and consistently in our organization’s CRM and other systems as needed


• Assist with developing Salesforce reports.


• Create and send client invoices in a timely manner, including providing vendor and company information to clients


• Coordinate with Accounting to review and manage Accounts Receivable reports to ensure timely collections


• Maintain a strong customer service focus and operational excellence to assure timely processing of all sales, thorough delivery of all client deliverables and a high customer satisfaction level.


• Identify opportunities to improve internal and client facing processes


• Performs other duties as assigned.

Skillset and Experience

• Customer focus


• Strong organization, problem-solving and communication skills


• Self-starter with the ability to manage multiple priorities and tasks in fast-paced environment


• Strong attention to detail


• Proficient in Microsoft Office Suite (including Word, Excel, and PowerPoint), and SharePoint


• Salesforce experience

Qualifications

• 2-4 years related experience and/or training


• Bachelor’s degree

Why Work for Us?
At The Association, you are part of a global, diverse and talented group of colleagues. You have opportunities to innovate and collaborate in a leading organization that impacts individuals and businesses. You’ll have opportunities to progress while enjoying an exciting work environment that supports and celebrates individual achievement, development and professional satisfaction.

Together, we will lead the most influential body of professional accountants and create the future of the global accounting profession.

We offer competitive benefits, PTO, flexible working principles, and a supportive, collaborative team environment.