Customer Solutions Advisor (EdTech)

TL;DR

Customer Solutions Advisor (EdTech): Guiding professionals through the learner journey from initial enquiry to enrolment with an accent on program suitability, eligibility checks, and employer approval. Focus on managing high-volume learner pipelines in HubSpot CRM and delivering a structured onboarding experience to ensure programme success.

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

Company

An education technology company that enables organisations to achieve digital transformation by educating their workforce in AI and digital skills using the patented EDUKATE.AI platform.

What you will do

• Lead consultative conversations with learners to determine goals and programme suitability.
• Manage the end-to-end onboarding process, including application completion and eligibility checks.
• Maintain and update learner pipelines accurately within the HubSpot CRM.
• Collaborate with Sales, Admissions, and Delivery teams to ensure smooth transitions for new learners.
• Help employer-sponsored learners build internal business cases for their training.
• Resolve complex learner queries empathetically while maintaining operational precision.

Requirements

• Proven experience in a customer-facing, consultative role involving account management and calls.
• Ability to manage multiple conversations, follow-ups, and strict deadlines simultaneously.
• Proficiency with CRM systems, specifically HubSpot or similar.
• Strong organizational skills and high attention to detail.
• Must be based in the UK.

Nice to have

• Experience in education, professional development, or apprenticeship programmes.
• Exposure to compliance-led processes and eligibility-based decision making.
• Experience supporting B2B or employer-sponsored customers.

Culture & Benefits

• Private medical insurance, cash plan, and a health & wellbeing allowance.
• 25 days holiday plus flexi bank holidays and a day off for your birthday.
• CPD allowance and quarterly reflections for professional growth.
• Pension with 4% matched contributions and salary sacrifice options.
• Employee Assistance Programme with a dedicated company counsellor.
• Company socials, including team building events and annual summer/Xmas parties.