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 (Ontario)
🏢 Nous Infosystems
📍 Ontario