Customer Retention and Operations Specialist

Posted 7 Days Ago
Be an Early Applicant
México
Junior
Edtech
The Role
The Customer Retention and Operations Specialist at ELVTR will manage client retention, handle refunds and billing inquiries, and provide administrative support to the sales team. Responsibilities include resolving customer concerns, maintaining CRM records, and improving internal processes to enhance customer satisfaction and retention.
Summary Generated by Built In

Description
Position Overview:

ELVTR is a premier online education platform specializing in live courses led by top executives from globally renowned companies. Our unique approach sets us apart in the online education landscape, offering unparalleled value to our students. As we continue expanding, we seek a detail-oriented and proactive Customer Retention and Operation Specialist to join our dynamic team. In this role, you will manage client retention, handle refunds and billing inquiries, and provide vital administrative support to our sales team.

This is a full-time remote position, open to candidates located in Mexico.

This job is for you if you are:

  • Confident and Assertive: You are fearless in handling demanding clients and can de-escalate situations quickly and effectively.
  • A Problem Solver: You can efficiently resolve billing issues and overdue accounts, ensuring client satisfaction and retention.
  • Highly Organized: You have strong organizational skills and pay attention to detail, which is crucial for managing calendars and maintaining accurate records.
  • A Strong Communicator: You excel at phone and email communication and are capable of building strong relationships with customers and colleagues.
  • Tech-Savvy: You are experienced with CRM systems and can easily navigate various business tools.

Responsibilities:

  • Handle refunds and transfer requests on a day-to-day basis, providing an excellent experience to customers and retaining a high percentage of saved students.
  • Engage with customers to resolve concerns, improve satisfaction, and encourage loyalty.
  • Handle chargeback cases promptly, providing necessary documentation and resolutions.
  • Actively work in the CRM to keep track of cases and maintain the Refunds Report and Monthly KPI report to improve refund-related processes.
  • Regularly review and address missing tickets to ensure no unresolved customer inquiries.
  • Attend weekly production meetings with Program Managers and Instructional Designers to address concerns and align on strategies.
  • Handle customer complaints effectively, ensuring swift resolutions and capturing insights to prevent recurrence.
  • Manage the Welcome Back Credits process for re-engaging former customers.
  • Hold monthly cross-functional meetings to assess the general picture, identify patterns, and propose process improvements.
  • Assist with additional operational tasks as needed, ensuring smooth workflows and team efficiency.
  • Improve internal processes and offer solutions.
Requirements
  • 1+ years of experience in sales, customer service, or a similar role.
  • Excellent phone and email communication skills, with the ability to build strong relationships with customers and colleagues.
  • Strong organizational skills and keen attention to detail.
  • Experience with a CRM system is preferred.
  • Ability to multitask and prioritize competing demands in a fast-paced environment.
  • Proactive problem-solver with a customer-focused mindset.
  • Strong analytical and decision-making skills to assess patterns and propose actionable solutions.
  • High level of adaptability and willingness to take on diverse responsibilities.
Benefits
  • Competitive Salary and Bonuses: We value your dedication and expertise, offering a competitive salary and performance-based bonuses.
  • Exciting Benefits: Enjoy gym membership reimbursements, mental health benefits, generous vacation allowance, and free access to all our courses. We believe in continuous learning, both for our customers and our team.
  • Remote Work. The freedom to work remotely, crafting a work-life balance that fits your personal needs.
  • Collaborative Work Environment: Join a team of passionate, like-minded individuals. At ELVTR, collaboration isn't just a buzzword; it's how we grow, innovate, and excel together.

Why You Should Join ELVTR:

  • Innovative and Positive Culture: Join a team of passionate individuals driven by a common vision.
  • Growth Opportunities: At ELVTR, we believe in nurturing talent and providing abundant opportunities for professional development. In fact, 100% of our senior managers have been promoted to executive roles within the company.
  • A Mission You Can Be Proud of: Be part of a brand that stands for quality, innovation, and inspiring education. Be part of a company that’s changing the face of online education, connecting students with top-tier executives.

Join Us:

If you have the skills and dedication to excel in this role, we invite you to apply. Your ability to manage client relationships and handle billing issues efficiently will make you an invaluable asset to our team.

Due to the high volume of applications, we will only be able to respond to candidates with whom we are interested in proceeding. We appreciate your understanding and look forward to reviewing your application.

ELVTR is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Top Skills

CRM
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The Company
Los Angeles, CA
0 Employees
Hybrid Workplace
Year Founded: 2020

What We Do

ELVTR is an e-learning platform that aims to put industry leaders in a virtual classroom to support professional development.

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