Customer Engagement Specialist--Professional Certification

Shanghai Permanent View Job Description
As a Customer Engagement Specialist, you will manage customer enquiries, membership renewals and certification-related follow-up activities while supporting conversion and retention objectives. The role combines customer engagement, inside sales and sales support responsibilities to help customers complete enrolment, renewal and purchase decisions
  • Join a global professional certification and membership organization.
  • Build experience across customer engagement.

About Our Client

Our client is an international professional membership and certification organization focused on financial crime prevention, compliance and risk management education. The organization provides certification programs, membership services and learning solutions to professionals and corporate clients across multiple markets.

Job Description

  • Respond to customer enquiries received through telephone, email, website and other online channels.
  • Follow up with prospective customers and event-generated leads to understand requirements and support enrolment decisions.
  • Manage membership renewal, recertification and customer re-engagement activities.
  • Identify opportunities for additional learning products, certifications and related services based on customer needs.
  • Support corporate group registrations and coordinate with customers throughout registration and payment processes.
  • Maintain accurate customer records, communication history and opportunity updates within CRM systems.
  • Assist with order processing, payment follow-up and sales administration activities.
  • Coordinate with internal stakeholders to resolve account, service and operational issues.
  • Monitor customer activity and maintain timely follow-up to support customer retention and engagement objectives.

The Successful Applicant

A successful candidate should have:

  • Experience in customer engagement, inside sales, membership services, customer retention or sales support functions.
  • Strong telephone and written communication skills.
  • Experience managing customer enquiries, renewals, follow-up activities and customer relationships.
  • Ability to balance service quality with commercial objectives.
  • Strong organization skills and the ability to manage multiple customer cases simultaneously.
  • Familiarity with CRM systems such as Salesforce and standard Microsoft Office tools.
  • Detail-oriented approach with strong follow-through and record management capabilities.
  • Working English proficiency for internal communication and understanding product materials.
  • Experience in professional education, certification, membership, subscription or customer-focused environments would be advantageous.

What's on Offer

  • Permanent Customer Engagement Specialist position.
  • Opportunity to work within an international professional certification environment.
  • Exposure to customer engagement, inside sales and membership operations.
  • Supportive team culture with ongoing learning and development opportunities.
  • Broad interaction with both individual and corporate customers.
Contact
Samuel Lv
Quote job ref
JN-102026-7136453
Phone number
+86 2160268075

Job summary

Function
Sales
Specialisation
Account Manager
What is your area of specialisation?
Financial Services
Location
Shanghai
Contract type
Permanent
Consultant name
Samuel Lv
Consultant phone
+86 2160268075
Job Reference
JN-102026-7136453

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.