Temporary CPE Audit Service CSA

NASBA•Nashville, TN

About The Position

The NASBA CPE Audit Service is a platform used by Boards of Accountancy for managing audits of licensees' compliance with their continuing professional education (CPE) rules. The CPE Audit Service Customer Service Associate (CSA) will be the primary contact for CPA users of the application, handling inquiries via phone and email. This role involves developing rapport with users, providing accurate and professional responses, becoming a subject matter expert on the application, and escalating technical issues as needed.

Requirements

  • Experience working in direct customer service, help desk work with a software application preferred
  • Professional listening, interpersonal and oral communication skills
  • Logical and efficient approach to tasks with keen attention to detail
  • Ability to write courteously and professionally, while being concise and clear
  • Ability to effectively prioritize and execute tasks while under pressure
  • Experience working in a team-oriented, collaborative environment
  • Bachelor’s degree

Nice To Haves

  • Experience working with a CRM platform, like SalesForce, preferred

Responsibilities

  • Serve as the first point of contact for CPA users of the CPE Audit Service when questions or issues arise via e-mail and telephone.
  • Develop good rapport with all CPA users to resolve their issues.
  • Provide efficient, accurate, professional and courteous responses to all CPA users both verbally and in writing.
  • Become a subject matter expert in the CPE Audit Service application in order to provide training, answer questions and troubleshoot issues.
  • Escalate technical issues identified with the application to the Account Managers and Senior Manager, as appropriate.
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