Customer Solutions Advisor (EdTech)

TL;DR

Customer Solutions Advisor (EdTech): Guiding learners from initial enquiry through programme selection and onboarding within fixed cohort deadlines with an accent on call-led engagement and CRM management. Focus on streamlining the learner pipeline, ensuring funding compliance, and delivering a seamless onboarding experience.

Location: Home based, UK (with occasional travel to the London office)

Company

Education technology company that enables organizations to achieve business goals by educating their workforce with critical digital transformation skills via the EDUKATE.AI platform.

What you will do

• Manage high-volume inbound calls and emails to guide learners through programme discovery and suitability.
• Drive learners through the application pipeline to meet strict cohort start-date deadlines.
• Support employer-sponsored learners with business case preparation and internal approvals.
• Maintain accurate learner data and activity logs within the HubSpot CRM.
• Collaborate cross-functionally with Sales, Admissions, and Customer Success to optimize the learner journey.

Requirements

• Experience in a call-based, customer-facing role.
• Proficiency in managing high conversation volumes alongside CRM workflows.
• Ability to work under pressure and meet tight, non-negotiable deadlines.
• Must be based in the UK.
• Experience using a CRM (HubSpot is preferred).

Nice to have

• Experience in education, training, or apprenticeship sectors.
• Familiarity with compliance-led or eligibility-based processes.
• Experience with B2B or employer-led customer journeys.

Culture & Benefits

• Pension with 4% matched contributions and salary sacrifice options.
• 25 days holiday plus flexi bank holidays and a day off for birthdays.
• Health & Wellbeing allowance (£30/month) and private medical insurance.
• CPD Allowance and dedicated time for professional development.
• Regular company socials, summer and Christmas events.