Product Specialist

Student SupportFull TimeRemote

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Macabacus Product Specialist

Reporting to: Manager, Student Support

About CFI

Corporate Finance Institute® (CFI) offers the world’s largest eLearning platform and productivity tools for professionals working in finance and related fields. We’ve delivered online financial training programs and certifications to over one million registered students from top universities, investment banks, accounting firms and operating companies around the world.


With strong revenue growth across 170+ countries, CFI is high-energy and fast-paced, and we strive to foster a work environment where employees can express a high degree of creativity, collaboration, and are empowered and motivated to succeed. We are an 'Inspiring Workplace of the Year' award-winner.


About Macabacus


Macabacus is a CFI-owned software product, widely used by companies and professionals in finance and consulting roles worldwide. With the most comprehensive suite of productivity and brand compliance solutions available for Microsoft Office, our solutions turbocharge user workflows and facilitate better and faster construction of financial models and presentations.



About the role:

Reporting to Manager, Student Support, you’ll be responsible for:

  • Utilizing a thorough knowledge of Macabacus software to provide internal and external support
  • Conducting product demonstrations for current and prospective customers
  • Supporting the sales and customer success teams during customer calls when a Macabacus expert is needed in order to support new business sales, expanding customer accounts, and retaining existing customers
  • Responding to a range of customer inquiries via ticket, email, chat, or phone in a timely manner
  • Providing support to Support Level I team members, ensuring support requests are fully resolved in a timely manner
  • Troubleshooting product bugs and working with Product and Engineering teams to effectively prioritize and manage resolution
  • Preparing and maintaining Macabacus sales enablement and technical support documentation
  • Striving for exceptional CSAT scores

What we’re looking for:

  • Minimum of two years of customer service or customer support experience
  • Intermediate to advanced working understanding Microsoft Excel and PowerPoint tools
  • Background in finance or tech industries is helpful
  • Experience in a sales role is helpful
  • Exceptional verbal and written communication skills
  • Demonstrated ability to take a complex topic and make it easy for others to understand
  • Confident and friendly public speaker with the ability to lead group discussions, trainings, webinars, and product demonstrations with ease and preparedness
  • Strong analytical and problem solving skills
  • Ability to excel in a fast-paced, high performing environment
  • Enthusiastic attitude and eagerness to learn
  • Patient demeanor when working with others

Working at CFI

CFI offers a dynamic environment with multiple ongoing projects that will allow you to make an impact with your work. We value everyone's contribution and give team members an equal opportunity to contribute to our vision and strategy.


CFI offers employees rewarding experiences and abundant opportunities in a fast-growing company, as well as competitive compensation packages. Other perks include:

  • Extended health coverage, vacation time, and 401k / RRSP matching.
  • Friendly and welcoming work environment, with team activities and social events.
  • Flexible hours and work from home policy.

CFI Education is an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status.