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AIM Institute for Learning & Research

Client Support Specialist

Client Support Specialist

Employee serves in the client services department for AIM Institute for Learning and Research. Employee is responsible for handling client communications, and onboarding to ensure all participants have a positive experience. 

Essential Responsibilities, but not limited to:

Serves as Training Coordinator for multiple product lines

  • Manages client correspondence, including informational, membership, renewal, and follow-up correspondence

  • Troubleshoots client concerns or problems

  • Save signed agreements to Google Drive.

  • Gathers continuing education credit information for state reporting and college credits 

  • Coordinates packaging and shipping of training and conference materials 

  • Manages and monitors google calendar for the Institute

  • Tracks registration of AIM Pathways and Wilson training

Assists with the support of the LMS, Salesforce, and other Institute tracking systems

  • Configures new courses and cohorts in the Learning Management System and through Wilson

  • Provides updates to team on participant progress and registrations

  • Ensures data consistency between LMS and Salesforce

  • Runs LMS Status Reports to track participant and financial performance

  • Creates landing pages for clients 

  • Updates website and platform as needed

  • Coordinates and assists with Institute events

Assists with Implementation support with client onboarding and reporting. 

  • Work closely with new clients to implement AIM Pathways courses

  • Assist with technical and project reporting to Director of Client Success and Implementation 

  • Assists with onboarding of new clients

  • Operate cross-functionally throughout the organization, communicating customer needs and project objectives to multiple stakeholders in the organization. 

Other duties as assigned by supervisor.

Background checks and COVID vaccination and booster required.