Specialist - Firm Support Operations

About the Role:

Perform customer support and sales operations to promote membership growth and sales to the large organizations. Use customer service and technical skills promptly to ensure concierge service data accuracy and sales promotions.

You Will:

• Presales membership support by:
  • Ensuring CRM data is accurate and complete to match firms' information
  • Facilitate conversations with large firms to promote membership including promoting membership promotions and sharing value of membership
  • Ensuring operational support is provided to business by assisting with all the complex issues large firms face
• Manage membership and PCG sales to organizations:
  • Be the point of contact for Administrative Assistants to facilitate sales with the Association.
  • Facilitate sales to organizations including delivery of the agreed products and services and invoicing.
  • Coordinate any required technical enhancements to facilitate ease of sales, such as more self-service for admins, by working with IT.
  • Maintain and archive documentation and files for sales and business cases.
  • Ensure accurate bill is sent to firms and processed correctly.
  • Coordinate with internal teams to ensure sales are completed accurately in accordance to deadlines.
• Report and analyse the performance of sales channels and deals:
  • Support the development of reporting to track the performance of sales channels.
  • Ensure data quality to support the creation of reports and dashboards.
• Undertake user acceptance testing of current and new CRMs to ensure Sales to Organization functionality/processes are fit for purpose.

You Have:

• Degree or equivalent
• Ideally 2+ years experience working with databases and data manipulation, querying and reports

How We Support You:

We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.

We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, an employee assistance program. We provide resources that support your mental health, and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family and your lifestyle.

We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.

About Us:

At The Association, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.

Learn more about The Association on LinkedIn and our Career Site.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

This role is not intended to be based and/or filled in NYC and therefore the salary is not published. If you are an NYC resident and wish to be considered for this opportunity, please reach out to the recruiter listed on the posting and they will be happy to provide you any further information.