Client Operations Assistant (Remote)

General Summary

The Client Operations Assistant will work with Customer Success Managers, the lead strategists driving client account operations, as well as Implementation Managers responsible for the execution of scheduled client engagements. The Client Operations Assistant will provide technical, data entry, and administrative assistance to assigned PMO staff. Performs complex project support duties, including compiling and evaluating data, preparing documentation, processing staff expenses, tracking project status, and coordinating assigned activities with other internal staff, departments, and third party vendors. The work is strongly connected to a high volume of client related initiatives and can be complex in nature.

Principal Duties & Responsibilities

• Work collaboratively with the Program Management Office and team to maximize productivity
• Each assistant may support anywhere from 1-4 teams at once, depending on the needs of each team.
• Perform data entry using CCL’s ERP, Microsoft SharePoint and other applications as needed.
• Process participant registration/cancellations
• Provide support (e.g., launch and provide follow-up support) for CCL’s Internet Assessment System (IAS), CLA System and other 3rd Party Assessments
• Produce, conduct, and summarize online surveys and evaluations both internal and client facing
• Assist with administrative aspects of project support
• Compose, proofread, and edit documents and design visual aids
• Organize and monitor schedules and see that deadlines are met
• Other duties as needed and assigned

Specific Knowledge, Skills & Abilities Required

• Business Acumen: Understands the connection of their work to the organization's overall financial health. Acts in CCL’s best interest, identifies risks/challenges and brings solutions to the table. Solid business acumen; creative and analytical mindset; able to comprehend near term and long term objectives
• Process Discipline: Understands process as critical to ease of execution, client satisfaction, and innovation. Always conscious of the processes; holds oneself accountable to process; reports process conflicts and/or issues; is accountable for the results of their actions (good or bad); take ownership to shows others that they can trust you to do the right thing.
• Client Focus: creates a “customer first” CCL to ensure a superior clients experience; understands without clients there is no CCL; anticipates client's needs and issues and can prioritize appropriately; extremely professional provides timely communication and relevant information; escalates issues that might impact clients as needed.
• Learning Agility: Seeks out experiences that may change perspective or provide an opportunity to learn new things; enjoys experimentation, being curious and effectively dealing with the discomfort of change; pursues, responds to and uses feedback; views failures and mistakes as an opportunity to learn; focuses on what is possible, removes barriers; is persistent, focused, patient, and respectful even during stressful situations.
• Digital Skills: Use the appropriate technologies (e.g., social media, learning platforms, data platforms, applications, systems) at the right time ,in the right way to find information, communicate ideas, connect with others. Ability to navigate across various devices (e.g., smartphones, tablets, laptops, and wearable devices).

Education and Experience

• Bachelor’s degree preferred or project assistant, senior level administrative work or other relevant experience.
• Strong skills in Microsoft suite applications (Word, Excel, PowerPoint, MS Teams) required.
• Excellent written and verbal communication skills.
• Acute attention to accuracy, detailed and analytical in all aspects of responsibilities

Other Requirements/Experience

• No travel required.
• Depending on the region of support, the ability to speak and write in Spanish may be preferred/required.

Pay and Benefits

• The hiring range for this role is $33,122 - $35,000. Offer will be commensurate with relevant qualifications and professional experience
• 403(b) Savings Plan with employer contribution
• Medical insurance
• Telemedicine
• Dental insurance
• Vision insurance
• Health savings and flexible spending accounts
• Paid time off and paid holidays
• Employer-paid short-term and long-term disability
• Employer-paid life insurance
• Employee and family assistance program
• Various voluntary options for additional plans or coverage levels

Because of CCL’s work with the federal government, our organization is required to comply with United States Executive Order 14042, Ensuring Adequate COVID Safety Protocols for Federal Contractors. All current and newly hired US-based CCL employees must be fully vaccinated or be granted a religious or medical accommodation by Tuesday, January 4, 2022, or before their date of hire if after January 4. If an accommodation is granted, the individual will then be required to submit evidence of weekly negative test results. For locations outside the US, country or region-specific regulations may apply.

The Center for Creative Leadership commits to creating an accessible and supportive work environment where each employee is encouraged to bring their unique ideas, backgrounds, and experiences to the workplace. For more information about our equity, diversity and inclusion efforts, please click here.

The Center for Creative Leadership is committed to a policy of equality of opportunity for all its employees and applicants for employment regardless of race, color, sex, age, national origin, sexual orientation, gender identity, genetic information, religion, military status, veteran status, or disability or any other protected class under federal, state, or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)