Logo for CeriFi

Customer Service Representative

Role overview

Qualifications

  • Bachelor's degree preferred, or equivalent combination of education and customer service experience
  • 1–3 years of experience in customer service or a customer-facing role
  • Strong computer proficiency, including Microsoft Office; experience with Salesforce Service Cloud is a plus
  • Excellent verbal and written communication skills

Responsibilities

  • Deliver exceptional support to students and customers through phone, email, chat, and case management
  • Resolve customer inquiries with empathy and professionalism
  • Process customer orders and manage user accounts within the Learning Management System (LMS)
  • Utilize Salesforce Service Cloud to document customer interactions and manage support cases

Key facts

Other skills

  • Customer Service
  • Problem Solving
  • Communication
  • Computer Literacy
  • Microsoft Office
  • Teamwork
  • Detail Oriented
  • Time Management
  • Adaptability
  • Critical Thinking
  • Collaboration

About the company

CeriFi logo

CeriFi

Corporate Learning Platforms

At CeriFi, we empower professionals to supercharge their careers through technology-driven education. We provide financial and legal experts with cutting-edge training, certification, and continuing education opportunities. Our approach is laser-focused on student and customer success enabled by our innovative learning technologies and we're revolutionizing career development.Intrigued? We’re growing! CeriFi has doubled in size in the past year. With fully remote and hybrid opportunities you can join us and work with visionary leaders who leverage the latest technology to empower our students and customers. We’re not just a workplace; we’re a team and a community where innovation is rewarded. We value collaboration, recognize individual contributions, and foster a supportive and inclusive culture.Sound like something you’d like to be a part of? Check out career opportunities at CeriFi at: https://bit.ly/3N9mDAT

Company details

Company typeScaleup
IndustryCorporate Learning Platforms
Company size201 - 500

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Job Type
Full-time
Description

The Opportunity


At CeriFi, every interaction matters. As a Customer Service Representative, you'll play a key role in supporting professionals as they pursue certifications that advance their careers. Whether you're helping a learner access a course, resolving a technical issue, or guiding someone through their educational journey, you'll be an important part of delivering an exceptional customer experience.


We're looking for someone who enjoys helping people, solving problems, and creating positive experiences. If you're naturally curious, thrive in a fast-paced environment, and love finding solutions, we'd love to meet you.


What You'll Own

Customer Support & Learner Experience

  • Deliver exceptional support to students and customers through phone, email, chat, and case management.
  • Assist customers with login assistance, password resets, course access, LMS navigation, order questions, shipment tracking, receipts, and general product support.
  • Resolve customer inquiries with empathy, professionalism, and a customer-first mindset.
  • Build positive relationships by creating a seamless and supportive customer experience from first contact through resolution.

Order & Account Management

  • Process customer orders from enrollment through completion.
  • Manage user accounts within our Learning Management System (LMS), including account setup, entitlements, user updates, and firm associations.
  • Ensure customer records remain accurate across internal systems.
  • Support new product launches by assisting customers with onboarding and access.

Operational Excellence

  • Utilize Salesforce Service Cloud to document customer interactions and manage support cases.
  • Meet customer satisfaction goals by providing timely, accurate, and thoughtful resolutions.
  • Maintain detailed documentation and follow established standard operating procedures (SOPs).
  • Identify opportunities to improve processes, workflows, and the overall customer experience.

Collaboration & Continuous Improvement

  • Partner with teammates across Customer Experience, Product, Sales, and Operations to resolve customer issues efficiently.
  • Share feedback and insights that help improve products, support processes, and customer communications.
  • Contribute to a collaborative, positive, and customer-focused team culture.
  • Support additional projects and initiatives as the business evolves.


Requirements

 What You'll Bring

  • Bachelor's degree preferred, or an equivalent combination of education and customer service experience. 
  • 1–3 years of experience in customer service, customer support, or another customer-facing role. 
  • Strong computer proficiency, including Microsoft Office; experience with Salesforce Service Cloud or other CRM platforms is a plus. 
  • Excellent verbal and written communication skills, with confidence supporting customers over the phone, email, and chat. 
  • Outstanding customer service skills with a positive, solution-oriented mindset and a genuine desire to help others. 
  • Strong analytical, critical thinking, and problem-solving abilities with exceptional attention to detail. 
  • Excellent organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced environment. 
  • Ability to work both independently and collaboratively as part of a high-performing team. 
  • Adaptability and flexibility to support changing business needs and evolving customer expectations. 
  • A continuous improvement mindset with a willingness to learn new systems, processes, and technologies. 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Customer Service Representative (B2B) Related jobs

Other jobs at CeriFi

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.