AICPA Advisor - 3.5 years of customer service in this role and also outbound, created the email team. Also established a AI program to help the company grow and find answers.
Seeking: Call Center Representative
**AICPA | Associate Advisor – Member Services** Business operations and member support professional with experience managing high-volume customer inquiries, troubleshooting account and application access issues, researching complex cases, and maintaining accurate records in Salesforce. Experienced with Microsoft Excel, including VLOOKUPs and operational reporting, as well as Zuora subscription management, Okta access administration, and Bridge learning platform troubleshooting. Selected for the Email Operations Team based on strong performance and attention to detail. Contributed to workflow improvements, quality assurance, data validation, and the development of an AI-powered Microsoft Copilot knowledge resource to improve response consistency and operational efficiency. Recognized as an Employee of the Month and experienced in training colleagues, documenting procedures, and collaborating across teams to resolve issues and improve the member experience.
Member Since
October 19, 2026
Last Active
a day ago