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PuzzleHR logo
PuzzleHR

Transforming Human Resource Management

Customer Service Specialist

Customer SupportCustomer SupportFull TimeRemoteMid LevelTeam 201-500Since 2019H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

24 days ago

Salary

$46.8K - $52K / year

Seniority

Mid Level

Associate Degree2 yrs expEnglish

Job Description

Customer Service Specialist

PuzzleHR

• 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.

Job 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.

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