Apprentice, Portfolio Management

Key Responsibilities

Platform setup & implementation

• Assist with institution and account setup provisioning and basic configuration activities on digital learning platforms under supervision.

• Support trials activations and onboarding activities for new institutions by following defined processes and checklists.

• Help with content ingestion access code generation title mapping

• Learn platform workflows and common implementation scenarios through hands-on support activities.

Reporting dashboards & analytics

• Learn to build update and maintain usage reports trackers and dashboards with support from the team.

• Maintain reporting cadences such as daily weekly fortnightly monthly and ad hoc updates as required.

• Support data checks by validating key fields such as ISBN institute name tenure licence balance title mapping and access status.

• Assist in preparing simple summaries and status updates for internal review discussions.

Support & coordination

• Provide first-level support coordination for learner and institution requests by gathering required information and documenting updates.

• Support escalation follow-ups by tracking progress coordinating with relevant owners and documenting updates until closure.

• Route requests to the appropriate owner or team where specialist input or approval is required.

• Prepare update and maintain user manuals process notes and support materials for recurring activities.

Learning Objectives

• Develop a working understanding of digital learning platform setup access management and customer onboarding workflows.

• Build confidence in using business tools such as Excel PowerPoint OneCRM Smartsheet and reporting templates.

• Learn how to coordinate across sales support implementation and operations teams to resolve routine requests.

• Strengthen professional communication documentation attention to detail and stakeholder follow-up skills.

Critical Controls

As part of supervised support activities the apprentice should learn to check and validate the following before a request is marked complete:

• ISBN institute name tenure access codes title mapping and access confirmation.

• Licence balance duplicate IDs level or batch mapping and correct entitlement details.

• Any open dependency that requires confirmation from a senior colleague or the relevant owner.

Systems & Tools

Excel PowerPoint OneCRM Smartsheet Digital learning platforms Internal reporting templates

Candidate Profile

• Graduate or early-career candidate with an interest in digital products customer support technology operations or education technology.

• Basic working knowledge of Excel and PowerPoint; willingness to learn reporting tools and operational systems.

• Clear written and verbal communication skills for support coordination documentation and stakeholder updates.

• Organised detail-oriented and able to follow defined processes checklists and reporting timelines.

• Collaborative mindset with a willingness to ask questions learn from feedback and support team priorities.

Expected Outcomes from the Apprenticeship

• Practical exposure to digital learning platform implementation and support operations.

• Improved ability to manage task trackers prepare simple reports and communicate request status clearly.

• Better understanding of customer onboarding access enablement entitlement validation and cross-functional coordination.

• Readiness to take on more complex operational responsibilities with experience and continued guidance.