Customer Service & Training Representative

The Customer Service and Training Representative supports all of the Great Books Foundation customers including schools, school districts, adult books groups, and parents. This position will work cross-functionally to provide seamless support to customers. This position also provides support to both the Sales and Training branches of the Foundation by coordinating professional learning courses and events.

• Coordinate the scheduling and delivery of the Foundation’s Professional Learning programs, including scheduling, organizing and shipping materials for online, in person, and asynchronous events
• Communication with customers via email and out‑bound calls to schedule professional learning courses, confirm location, and online and onsite requirements.
• Maintain a timeline for pre‑training activities including documentation and materials.
• Supports in follow up and finalizing receipt of purchase orders as related to professional learning courses.
• Collaborate with various internal stakeholders, including the Sales, Training, and Marketing teams
• Maintains course schedules utilizing Hub Spot CRM and ecommerce site, ensuring course details and accuracy.
• Finalize courses upon completion. On‑board customers and course participants into the Foundation’s Shared Inquiry Learning Center.
• Maintain, explain and enforce GBF scheduling and cancellation policy among staff and customers.
• Liaise with third‑party vendors as needed.
• Provide input on customer support tools and share customer feedback.
• Communicate regularly with customers through multiple intake channels (phone, email, fax, webchat, etc.), responding to inquiries and concerns with promptness and attention to detail, and ensuring that customers are satisfied with the resolution of their issues
• Process e-commerce orders, purchase orders and phone/credit card orders using our accounting software (Sage Intacct)
• Liaise with fulfillment warehouse for customer service issues
• Input accurate and timely notes from communications in CRM (Hub Spot)
• Accurately process customer returns and credit memos
• Respond to vendor inquiries regarding the Foundation, including updating vendor information and providing documents when requested (W‑9, Vendor Forms, etc.)

• Bachelor's degree is strongly preferred
• 2 –3 years of customer service experience
• Experience managing events remotely is a plus
• Timely follow up and high attention to detail
• Ability to build strong relationships, internally and externally
• Exceptional written, verbal, and interpersonal communication skills
• Strong organizational and follow‑up skills
• Ability to collaborate, communicate, and work in an online team environment
• Experience working with CSM/CRM, e‑commerce, finance software and Google Workspace strongly preferred.

• This is largely a sedentary role that frequently requires long periods of sitting to perform desk‑based computer tasks
• The person will occasionally perform tasks that require standing, walking, twisting, using fine manipulation, grasping, using a telephone, writing by hand, and sorting and filing paperwork, as well as lifting, carrying, pushing, and pulling objects that weigh up to 25 pounds
• The person may work in a remote setting with occasional in‑office meetings in Chicago required

The Great Books Foundation (the Foundation) empowers readers of all ages to become more reflective and responsible thinkers. To accomplish this, we teach the art of civil discourse through the Shared Inquiry™ method and publish enduring works across disciplines. Our dynamic team is always ready for a challenge and excited to collaborate to meet the needs of our customers and educational partners.

We are a 501(c)(3) nonprofit best known for having originated the Shared Inquiry method of teaching and learning that has been a favorite of teachers and students for more than 77 years. We believe that literacy and critical thinking help form reflective, knowledgeable citizens equipped to participate constructively in a democratic society.

The Great Books Foundation has been headquartered…