Colibri
Business Operations Specialist
🇺🇸 Remote - US
🕑 Full-Time
💰 TBD
💻 Operations
🗓️ April 26th, 2024
B2B Microsoft Excel SalesforceAt Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and the community.
Position Overview:
The Business Operations Specialist provides tactical execution and support to customers, clients and internal colleagues by ensuring accurate set-up of customer records, contracts and enrollments to ensure seamless access and a superior learning experience of Becker’s course offerings. The role requires an individual who is capable of working and communicating cross-functionally to drive daily operations ensuring efficiency and adherence to business processes and customer needs.
The Business Operations Specialist should be comfortable communicating with individuals at all levels of the organization and must be able to troubleshoot/problem solve ensuring SLA’s are met. The ideal candidate should be adept at estimating and managing time for a variety of tasks and be capable of seeing the big picture objectives with a keen eye for detail.
What You'll Do
- Manage the creation and maintenance of organization (B2B Customer) records in SalesForce (SF).
- Processes CPA Direct Bill authorization, and hold orders for various Becker clients,
- Completes new client set up, enrollment, activation, and maintenance in Salesforce and our Becker Learning Management System (LMS).
- Escalates customer issues on the eCommerce Website or Learning Management Systems to Business Operations and Solutions Manager or Sr. Manager, Sales Enablement (as appropriate) ensuring follow-up until issue is resolved with IT, Platform Support and customer notification.
- Prepares and sends AICC/SCORM files as required for Becker B2B customers.
- Generates special reports out of SalesForce / CPE LMS as needed.
- Maintains B2B AICC/SCORM customer master file.
- Manage the creation and maintenance of course schedules in the CPA/CMA LMS.
- Assist in testing and implementing changes to Salesforce (SF), Becker’s proprietary Learning Management System (LMS) and company eCommerce website.
- Provides recommendations and suggestions for process/workflow improvements within SalesForce (SF) or the Learning Management System (LMS) in order to increase efficiency while maintaining quality standards for customer experience.
- Contributes to creation and maintenance of workflow process Standard Operating Procedures (SOPs).
- Actively increases job and product knowledge by participating in trainings and other organizational learning opportunities.
- Completes other duties as assigned.
- May need to travel one to two times per year for department or ecosystem all hands meetings.
What You'll Need to Succeed
- Bachelor's Degree or equivalent experience in an operations environment/role required.
- At least two years of experience in an operations role.
- At least two years of previous experience working with SalesForce (SF) strongly preferred.
- Experience with Microsoft Suite with a focus on Excel.
- Strong written and verbal communication skills.
- Strong problem solving and resolution skills required.
- Strong time management skills required.
- Must be a team player, willing to share and exchange ideas.
- Must have a strong attention to detail.
- Desire to learn, be engaged, and take initiative.
- Ability to work productively without direct supervision.
- Ability to work independently with or without direct supervision.
- Possesses the desire to continually learn and actively engage in new opportunities.
- Ability to work under tight deadlines and meet turnaround time on requests from Becker clients, students and colleagues.
- Flexibility and willingness to take on special projects as assigned.
Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
Colibri Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. Colibri Group prohibits discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other status protected under federal, state, or local law.
