Skills: Salesforce CRM, Contract Administration, Advanced Microsoft Excel, Client Support & Operations Coordinatio

n
Position Summ

aryThe Operations Assistant provides essential day-to-day operational and administrative support to a team of Senior Account Managers, ensuring the seamless execution of corporate client agreements. This role encompasses a broad range of responsibilities including website and enrollment portal configuration, batch enrollment processing, contract set-up and maintenance, CE credit coordination, client support triage, and reporting. The ideal candidate is highly organized, detail-oriented, and eager to develop expertise in corporate account operations within a fast-paced environme

nt.
Key Responsibili

tiesWebsites /

- HubsCreate and configure Agile Enrollment URLs in Enterprise Maintenance (EM) for corporate cli
- entsSet up Authorization Queues (AQ) for agreements where enrollments are invoiced to the
- firmConfigure Corporate Portals (CP) for enterprise-wide clients requiring detailed learning progress trac
- kingCoordinate with Marketing for Static Enrollment URLs and Learning HUB set-ups requiring complex configurat
- ionsTest and validate all enrollment pages before communicating links to clients and the Sales

teamBatch Enrollm

- entsProcess batch enrollments for corporate clients where the agreement specifies this as a registration me
- thodCarry out batch profile matching prior to each CE C
- ycleProcess course enrollments for designated clients (e.g., Scotiabank) via email requests received through the Corporate Customer Support (CSS) mai

lboxCSI Corporate Support Mailbox & Salesforce Tr

- iageManage and triage Salesforce tickets on behalf of the Senior Account Manager
- teamMonitor and respond to day-to-day client inquiries via the CSS mailbox, ensuring responses are provided within one (1) business

dayCE Cre





- ditsLead coordination of the course lineup for CE Cycle courses in collaboration with Sales for corporate cli
- entsEnter CE credit information in Enterprise Maintenance to ensure the system accurately reflects current det
- ailsCreate products for CE Cycle courses (e.g., CIBC CE Cycle 11) in Enterprise Mainten

anceContract Maintenance & Se

- t-UpConfigure contracts in Enterprise Maintenance (EM), including product lists, pricing, discounts, and organizational align
- mentCreate Billing Account Codes (BAC) following CSI terminology standards and submit requests to Finance for PeopleSoft se
- t-upSupport a variety of invoicing models including prepaid, installment-based, pay-as-you-go, and learner-paid struct
- uresManage BAC transitions when replacement agreements are received, coordinating URL downtime with clients to minimize service disrup
- tionMonitor committed spend utilization and communicate milestones to the Account Manager for timely client outr
- eachCoordinate invoicing requirements with Finance, including managing pay-as-you-go and installment billing arrangem

entsReporting & Administra

- tionReview and manage automated monthly reports sent to the CSS mailbox, including billing account statistics, expiring contracts, and enrollment URL rep
- ortsPrepare and deliver quarterly enrollment and spend reports to Account Managers based on client tier and agreement requirem
- entsTrack agreement milestones including mid-term reviews, expiry windows,



renewals, and clos
- uresMaintain organized email records in Outlook following team storage and filing poli

cies
Qualifica

tionsReq

- uiredBachelor's degree or equivalent work exper
- ience0–2 years of experience in an administrative, operations, or support
- roleStrong proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Out
- look)Excellent organizational skills with keen attention to detail and data acc
- uracyStrong written and verbal communication s
- killsAbility to manage multiple tasks and prioritize effectively in a deadline-driven enviro
- nmentProfessional demeanor with a customer-service-oriented mi

ndsetPref

- erredExperience in financial services, education, professional development, or a related ind
- ustryFamiliarity with CRM platforms (e.g., Salesforce) and enterprise management sy
- stemsExperience with billing, invoicing, or contract administration proc
- essesBasic understanding of account management or client operations work

flowsCompete

- nciesDependabi lity: Consistently reliable in completing tasks accurately and on time, particularly when managing high-volume, recurring proc
- essesAttention to De tail: Meticulous in data entry, system configuration,ružand quality checks to prevent client-facing e
- rrorsAdaptabi lity: Willingness to learn new systems and processes and adjust to shifting priorities across multiple acc
- ountsTeam Orienta tion: Collaborative approach with a strong desire to support the success of Senior Account Managers and the broader
- teamInitia tive: Proactive in identifying issues, flagging risks, and offering solutions before escalation is req
- uiredConfidentia lity: Exercises discretion when handling sensitive client, financial, and company inform

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📌 Operations Administrator (Toronto)
🏢 Nous Infosystems
📍 Toronto