What You'll Do:
- Ongoing Support & Relationship Management
- Serve as the day-to-day point of contact for a book of B2B clients.
- Work with clients to understand their organizational goals and provide tailored solutions to meet their specific training and compliance needs.
- Respond to inquiries via Salesforce case management with clarity, empathy, and efficiency.
- Collaborate with Technical Support, Implementation, and Product to resolve issues or escalate when necessary.
- Adoption & Engagement
- Monitor client activity and LMS usage to identify training opportunities.
- Proactively share tips, feature updates, and best practices to drive adoption.
- Customize your approach to each client to ensure solutions are aligned with their goals, staff size, and industry-specific requirements.
- Process & Team Support
- Maintain accurate client records in Salesforce.
- Demonstrate strong attention to detail when entering data, managing content, and communicating technical steps to clients.
- Document client interactions, troubleshooting steps, and resolution paths.
- Share insights and feedback with your manager to improve playbooks and customer journeys.
What You'll Need to be Successful:
- 1–3 years in a client-facing role (Customer Success, Account Support, or Training)
- Experience with LMS or EdTech platforms preferred
- Excellent communication, problem-solving, and organizational skills
- Keen attention to detail in all client interactions and system work
- Ability to assess client needs and deliver thoughtful, customized solutions
- Comfort using CRM tools like Salesforce and MS Office Suite
- Experience supporting professionals in banking, insurance, or regulated industries is a plus
- Bonus Points For understanding of compliance training
- Familiarity with eLearning course formats (SCORM, video, assessments)
- Prior experience working remotely with cross-functional teams
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What We Do
Colibri works with over 5 million professionals and partners to deliver best-in-class professional education for licensing, continuing education, test preparation, and career readiness.
We believe quality education is the foundation for success. Our mission is to help professionals achieve more in their careers, which transcends into their day-to-day lives. We do this through products and career training that help professionals become licensed, keep their license and gain the skills necessary to perform at the top of their fields.
Whether someone is just starting out or nearing retirement, our companies exist to serve individuals throughout their career so they can achieve personal and professional success.