Colibri Group

Business Analyst

• Assist in the design, build, and implementation of innovative conversational AI solutions.
• Serve as the functional expert throughout the customer journey.
• Partner closely with customers, internal cross-functional teams, and implementation partners.
• Develop and maintain functional documentation, process maps, and implementation of best practice guides.
• Analyze AI Agent performance and quality management metrics.
• Lead or support partner enablement efforts, including delivering training and facilitating workshops.

AI Solutions Business Analyst

Customer Support

• Welcome all guests, check students in, and assist students with scheduling
• Answer all in-person student inquiries about classes and testing
• Respond to virtual student inquiries via chat support or phone support
• Perform accurate data entry of student information and maintain student and class records using a CRM system
• Assist the Site Manager with confirming class schedules with instructors
• Handle administrative tasks related to class preparedness and processing
• Support students with licensing applications
• Help maintain classrooms, testing rooms, and the overall facility
• Provide friendly service, support, and encouragement to students
• Participate in offsite special events such as expos and fairs
• Demonstrate schedule flexibility, including availability for some overtime, nights, and weekends
• Support and participate in student engagement activities

Customer Service Administrator

Product Manager

• Responsible for the strategic leadership, growth, and management of the Pharmacy product portfolio
• Owns the end-to-end product strategy for Colibri’s Pharmacy portfolio
• Provides the best ways to solve strategically selected customer/marketing opportunities
• Prioritizes tradeoffs and provides product requirement solutions for integration
• Manages the Colibri Pharmacy portfolio, including ongoing product strategy
• Develops key Pharmacy growth strategies
• Evaluates extending reach upstream with new instructor and student Technician University B2B offerings
• Partners with B2B enterprise strategy teams to develop new pharmacy B2B offerings
• Collaborates across multiple departments
• Manages a team of product managers
• Ensures the successful execution of the product line’s strategy
• Enhances the company's market position and driving revenue growth

Senior Director, Product Manager – Pharmacy Lead

Operations

• Hire, train, and schedule moderators.
• Approve moderator time sheets.
• Provide feedback and coaching to moderators.
• Perform schedule changes or backfill positions if moderators are unavailable.
• Create Zoom links and LMS sessions for upcoming meetings and webinars.
• Assist with changes to Zoom links and LMS sessions.
• Pull Zoom reports to verify completion.
• Process and edit pre- and post-event recordings.
• Provide quality assurance for courses to ensure successful execution.
• Manage classrooms, including day-of-event support.
• Collaborate with the instruction team to resolve classroom-related issues.
• Act as a liaison with Customer Service for classroom schedule activations, student enrollments, and completions.

Livestream Operations Specialist

Bilingual

• Instruct assigned courses according to the course plan
• Provide all documentation and perform all duties required to become a recognized instructor or Instructor of Record
• Actively engage with students within the livestream course
• Provide support in response to student email, voicemail, and discussion board inquiries within 1 business day – though ideally within 24 hours
• Utilize strong understanding with webinar/livestreaming technology and online instruction
• Recommend strategies for success and assist students in meeting course objectives
• Complete the 16-hour CDEI (Certified Distance Education Instructor) designation through IDECC (International Distance Education Certification Center – www.IDECC.org) within 4 months of acceptance of this contract, and Instructor will keep the designation current by taking the CDEI renewal course every three years. Costs for acquisition and renewal are reimbursed by the school.
• Allow name and signature to be used on course completion certificates
• Participate in faculty curriculum and ad-hoc meetings
• File proper paperwork with the state commission for school approvals and renewals

Bilingual Real Estate Instructor, Spanish/English

• Develop new content and maintain existing content covering a wide range of tax topics in individual and entity taxation for Becker’s tax training courses
• Follow developments in the tax profession and plan the timely development of content based on current events and new pronouncements
• Write and/or review course content and questions (e.g. multiple choice, short answer, simulation, essay)
• Review course content developed by subject matter experts (SMEs)
• Coordinate the projects and timelines of course content developed by SMEs
• Advise SMEs on the training methodology to maintain quality and consistency in the staff level training product
• Track development of course content and report regularly to management on development status
• Leverage instructional design principles in the development of content and courses
• Provide guidance to production team on content design and on the tables, graphics and images used in content
• Review the visual design of courses from production according to Becker’s proprietary design templates
• Assist in preparing for live in person and virtual training events
• Collaborate and respond to inquiries from cross functional teams
• Maintain library of current pronouncements, changes to tax law, exposure drafts of potential future pronouncements and inform SMEs of changes in authoritative literature to ensure that course content is current.
• Review and critique the Becker learning platform and other learning tools.
• Exhibit strong communication (both written and oral) and coordination skills as this role will require interface with SMEs at various levels as well as cooperation with cross-functional teams

Senior Curriculum Specialist, Tax Staff Level Training

Learning and Development

• Oversee performance management processes.
• Develop and maintain succession plans for critical roles.
• Support career development initiatives.
• Lead new hire experience programs.
• Assess program effectiveness through data analysis.
• Champion AI innovation in talent programs.

Learning and Development Manager

• The Product Portfolio Manager plays a critical role in delivering Colibri’s mission: transforming careers through education.
• By building high-impact, market-aligned professional education portfolios, this role ensures learners receive relevant, compliant, and career-advancing education, while driving sustainable growth for the business.

Portfolio Product Manager

Marketing

• Support Marketing Managers in executing marketing campaigns, managing projects, and coordinating various marketing activities to achieve business objectives.
• Assist in the development and implementation of omni-channel marketing campaigns across digital, social media, email, print, and other channels.
• Coordinate and execute marketing projects, ensuring campaigns are delivered on time and within budget.
• Execute the content marketing plan as outlined by the Content Marketing Manager and Marketing Managers, including content creation, editing, and publishing.
• Oversee social media accounts, including content creation, posting schedules, and engagement with followers; ensure campaigns are executed on time and assist with tracking campaign performance.
• Manage the execution and segmentation of daily email campaigns.
• Conduct A/B testing to optimize landing pages, email campaigns, and ad creatives for enhanced lead generation results.
• Implement strategies to attract and retain customers, including targeted campaigns and personalized communication efforts.
• Work closely with Go-To-Market (GTM) teams to ensure alignment and support for marketing initiatives, facilitating smooth communication and collaboration.
• Maintain consistent brand messaging and identity across all marketing materials and channels, ensuring alignment with the company's brand guidelines.
• Support Marketing Managers in monitoring and reporting on the performance of marketing campaigns, providing insights and recommendations for optimization.
• Ensure workflows, social media campaigns, and other marketing efforts support direct mail initiatives and other strategic objectives.
• Execute tasks such as posting podcasts and creating promotional codes, ensuring seamless implementation and timely delivery.
• Complete other duties and special projects as assigned.

Marketing Coordinator

Sales Development Rep

• Make a minimum **60-80+ outbound calls** daily to candidates and decision-makers at top financial services firms
• Qualify leads, schedule/run product demos and webinars, and book enrollments
• Tailor messaging to various firm sizes, specialties, and training goals
• Maintain accurate and detailed activity records in CRM (e.g., HubSpot/Salesforce)
• Collaborate with senior sales team members and marketing to refine lead generation strategies
• Stay informed about trends in financial advisor education and CFP® certification

Sales Development Representative

Sales Operations Manager

• Own and optimize day-to-day B2C sales operations to align with revenue targets, service levels, and business priorities.
• Establish and enforce operational standards, workflows, and best practices to drive consistency, efficiency, and scalability.
• Analyze performance trends, pipeline health, and operational metrics to support leadership decision-making and continuous improvement initiatives.
• Lead, coach, and develop frontline sales teams through structured one-on-ones, performance reviews, and targeted development plans.
• Facilitate weekly team meetings focused on performance outcomes, execution priorities, and operational alignment.
• Conduct quality assurance reviews, including call evaluations and deal audits, to ensure adherence to sales standards and compliance requirements.
• Partner with Sales Leadership and HR on hiring decisions, onboarding strategy, and workforce planning.
• Approve PTO and manage staffing coverage to maintain operational continuity and productivity targets.
• Serve as the primary owner of CRM (HubSpot) operational integrity, including pipeline structure, deal governance, data accuracy, and reporting standards.
• Oversee deal crediting, compensation inputs, and data validation in partnership with Finance and Compensation teams to ensure accurate and timely reporting.
• Develop, maintain, and scale onboarding materials, training documentation, and operational playbooks.
• Ensure consistent and compliant CRM usage through audits, coaching, and continuous process improvements.
• Partner cross-functionally with Sales Leadership, Finance, HR, Marketing, and Site Managers to align operational execution with company initiatives.
• Act as a liaison between frontline teams and leadership, translating strategic priorities into actionable operational plans.
• Communicate performance insights, risks, and improvement opportunities with clarity, accountability, and data-driven recommendations.

Sales Operations Manager – B2C

Vice President

• Own the end-to-end lifecycle vision for the Pharmacy segment
• Establish and maintain a cohesive segment strategy aligned to Colibri’s three-year plan and Pharmacy’s 2026 economic commitments
• Ensure B2B and B2C experiences reinforce each other (e.g., enterprise workforce solutions connected to learner outcomes and content ecosystems)
• Align B2B buyers, admins, and influencers around clear value narratives and ROI, especially in pharmacy enterprises
• Identify and eliminate friction across journeys, platforms, content libraries, onboarding, and customer support loops
• Be accountable for segment-level performance against quarterly and annual financial commitments, including renewal and retention durability, expansion / multi-product adoption, and growth wedges (esp. Technician Suite)
• Define, own, and operationalize a driver-based metric system including activation, engagement, retention/renewal, expansion, usage intensity, time-to-value, and lifecycle conversion rates
• Create a clear linkage between customer outcomes and economic outcomes (LTV, margin, NRR, pipeline efficiency)
• Inform pricing strategies across both B2B and B2C, including testing methodologies and risk management on pricing model migrations
• Lead and align cross-functional “pods” around the Pharmacy segment’s lifecycle outcomes and KPIs
• Set segment operating rhythms including lifecycle KPI reviews, funnel and expansion reviews, experiment cadences, and customer feedback loops
• Hold teams accountable to commitments, learning velocity, and customer outcomes
• Serve as the primary internal voice of the Pharmacy segment with a deep understanding of customer needs, buyer dynamics, and market trends
• Own executive-level customer engagement for B2B to ensure VOC drives prioritization, positioning, and lifecycle design
• Maintain situational awareness of competitive pressure (e.g., Relias, HealthStream, Medbridge, ASHP, Wolters Kluwer/Simplifi)
• Drive a consistent view of “what customers value” into segment strategy, GTM messaging, and product investment
• Lead and participate in all pharmacy advisory boards and ensure translation of learnings into full segment strategy

VP, Pharmacy Segment Leader

Frontend Engineer

• Support the Becker website and multiple financial services websites by developing comprehensive website experiences, landing pages, promotions, web banners, and supporting Conversion Rate Optimization (CRO) tests.
• Build and maintain responsive, user-friendly interfaces for marketing websites and landing pages across various brands.
• Implement and customize themes and templates within Drupal, Magento (Adobe Commerce), Salesforce Commerce Cloud (SFCC), and WordPress.
• Ensure brand consistency and performance optimization across all digital touchpoints for Becker and financial services sites.
• Partner with marketing stakeholders and the creative team to translate creative ideas and designs into functional web experiences, proactively addressing platform limitations.
• Manage priorities across multiple brands and adapt to frequent changes on a week-to-week basis.