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.