Qualify & Transfer Agent

At Boundless Learning we are empowering our partners to deliver exceptional experiences that expand opportunities for learners around the world. We put learner success at the heart of everything we do, empowering our partners to deliver personalized, learner-centric experiences that boost access and create economic mobility.  At Boundless Learning you’ll have the opportunity to collaborate with passionate, diverse teams, where your ideas are valued, and your expertise is respected. Join us on this meaningful journey towards transforming education and making a lasting difference in the lives of learners worldwide.

Summary 

The Enrollment Qualify & Transfer Advisor (Q&T Specialist) is responsible for initiating contact with and establishing a meaningful rapport with potential learners.  This is a largely phone-based role responsible for outbound calls to leads who have asked to find out more about one of our partnership university degree courses and/or programs. Working closely with a team of Enrollment Advisors, they are responsible for booking prospective student consultation calls, undertaking basic CRM record entries, plus various additional administration tasks including SMS, email and applications/admissions follow up. 

General Responsibilities: 

The role has 3 main areas of responsibility including booking advisor consultation calls, completing various funnel administration tasks and applications/admissions follow up.  

•  Continuously completing a high volume of daily outbound calls and logging these interactions according to standards correctly in the CRM system. 

• Ability to multitask in a fast pace environment  

•  Booking consultation calls for Advisors via effective call positioning. 

•  Updating individual contact records in the CRM database timely with accurate and up to date information relative to the inquirer’s circumstances.  

•  Personalizing and sending templated emails via CRM and SMS messages to establish, follow-up, and maintain relationships with the inquirer. 

•  Utilizing online chat to engage with initial enquiries and book consultation calls where appropriate.

• Ensure set applications and admissions tasks are followed up on and correctly linked to stages of the intake (e.g. deadline reminders) processes. 

General Qualifications and experience

• Excellent IT skills including using Office Suite 
• Excellent communication (written and oral)
• Ability to build relationships with prospective students and colleagues
• 4-year degree from an accredited institution in any field of study OR appropriate combination of experience and education 

The below is a list of relevant competencies that should be displayed by individuals successful in this role. 

• Organizationally Agile - Adapts quickly to new situations where roles and work are not clearly defined. Proactively seeks information to understand the reasons for change and adapts approach accordingly. 
• Influences without Authority - Conveys messages and clear outcomes to diverse audiences using the most effective channels in an easily understood, convincing and actionable manner. Identifies stakeholders, seeks input and actively listens to build support and identify best solutions.
• Prioritizes and makes Effective Decisions - Breaks down work into manageable parts, assessing the priorities and schedule required to deliver on time. Ensures the quality of the data provided to analyze possible solutions and support effective decision making. 
• Builds Relationships - Creates relationships with peers quickly and confidently, building trust and win-win partnerships. Proactively networks with other teams to discuss common issues and share knowledge. 
• Outcomes Oriented - Differentiates between outputs and outcomes, working with a focus on achieving desired outcomes. Understands the intended outcomes of own work and how they contribute to Boundless Learning’s broader objectives including customers and learners. 
• Continuously Improves - Actively seeks opportunities for improvement and presents ideas for increasing effectiveness and efficiency of own work. Demonstrates willingness and flexibility to adapt own approach to new ways of working to achieve improved outcomes. 
• Evidence Informed - Identifies and collects reliable data necessary to build evidence to enable and support decisions. Organizes and analyses information (into meaningful / related areas) to form robust, evidence-based conclusions. 
• Digitally Focused - Understands and embraces how digital technology is changing education and assessment and the implications this has on own day-to-day work. Recognizes the opportunities digital technology creates for Boundless Learning to increase its reach, generate profitable business opportunities and create more effective products for its market. 
• Driven by Customer and Learner Requirements - Understands customer/learner needs, what they value and why, and applies creative thinking to make a difference. Makes decisions that have a positive impact on customers and learners’ overall success.

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