User Operations Specialist Tier 1

This training program has been created as a foundation to the User Operations Specialist Tier 1 position. As a Tier 1 specialist you will learn the technical intricacies of the systems used daily by their colleagues, clients, and partners. From this lens, you will learn how to engage with customers, navigate systems, and problem solve issues that arise from the client and/or partner point of view. Ultimately, this training program aims to equip a Tier 1 specialists with the skillsets to serve our clients, partners, and fellow PIoneers, and provide them with the basic language, concepts, insights, and tools to resolve issues.

19 Courses
27 hours 40 minutes completion time

What you'll learn

  • Communicate with co-workers via slack
  • Obtain information and resources to assist clients, partners, and fellow PIoneers with software and Force BC related needs.
  • Provide Outstanding Customer Service
  • Navigate Salesforce and troubleshoot client and partner accounts
  • Provide partners and clients guidance on how to fully implement Talent Optimization into their organization
  • Leverage the database to solve problems
  • Register prospects, build quotes, close deals, create workshops, review financial reports in Force BC
  • Understand the financial process for both partners and clients
  • Define data privacy as it relates to PI
  • Create SSAT/ISAT projects

Courses

Course
Welcome
3
Lessons
1 hour 0 minutes
Completion Time
Introduction to the role of a User Operations Specialist
Course
Knowledge Tour
4
Lessons
1 hour 0 minutes
Completion Time
Learn where to search and locate information related to policies and procedures, support documents, frequently asked questions, and other resources.
Course
Customer Service Success
10
Lessons
1 hour 0 minutes
Completion Time
As customer service professionals, PI counts on us to overcome obstacles and find a way to keep our clients and partners happy.  This is a foundational course that focuses on fundamental customer service skills that will apply to all channels of interaction, email, phone and chat.
Course
Learning Salesforce
16
Lessons
3 hours 0 minutes
Completion Time
The Predictive Index uses Salesforce for our customer relationship management (CRM) needs. This course shows you how PI manages all our customer data, beyond email addresses and phone numbers. In salesforce, we track interactions, financials, subscriptions, and more. Learn how to navigate the main tabs and sections, search for accounts, and review your dashboard. You will also see how to create accounts, add contacts, search for leads, and create opportunities. Get ready to conquer the basics and become comfortable with using one of our main tools.
Course
Software 101 - Dashboard and Administration
3
Lessons
20 minutes
Completion Time
The Predictive Index software helps organizations measure drives, needs, and behaviors of their employees, teams, and organization as a whole. The series of software courses will show you the different software elements that clients use to improve the working lives of their people. In the software, design hiring strategies, inspire teams, diagnose strengths and opportunities within the organizations culture, and more. Learn how to navigate the main software elements, search for assessments, and switch between client accounts. You will also see how to send assessments, manage folders, and add users. Get ready to become a PI Master.
Course
Software 101 - Hire
9
Lessons
2 hours 0 minutes
Completion Time
The Predictive Index software helps organizations measure drives, needs, and behaviors of their employees, teams, and organization as a whole. The series of software courses will show you the different software elements that clients use to improve the working lives of their people. In the software, design hiring strategies, inspire teams, diagnose strengths and opportunities within the organizations culture, and more. Learn how to navigate the main software elements, search for assessments, and switch between client accounts. You will also see how to send assessments, manage folders, and add users. Get ready to become a PI Master.
Course
Software 101 - Inspire
1
Lesson
10 minutes
Completion Time
The Predictive Index software helps organizations measure drives, needs, and behaviors of their employees, teams, and organization as a whole. The series of software courses will show you the different software elements that clients use to improve the working lives of their people. In the software, design hiring strategies, inspire teams, diagnose strengths and opportunities within the organizations culture, and more. Learn how to navigate the main software elements, search for assessments, and switch between client accounts. You will also see how to send assessments, manage folders, and add users. Get ready to become a PI Master.
Course
Software 101 - Design
2
Lessons
5 hours 20 minutes
Completion Time
The Predictive Index software helps organizations measure drives, needs, and behaviors of their employees, teams, and organization as a whole. The series of software courses will show you the different software elements that clients use to improve the working lives of their people. In the software, design hiring strategies, inspire teams, diagnose strengths and opportunities within the organizations culture, and more. Learn how to navigate the main software elements, search for assessments, and switch between client accounts. You will also see how to send assessments, manage folders, and add users. Get ready to become a PI Master.
Course
Software 101 - Diagnose
2
Lessons
1 hour 0 minutes
Completion Time
The Predictive Index software helps organizations measure drives, needs, and behaviors of their employees, teams, and organization as a whole. The series of software courses will show you the different software elements that clients use to improve the working lives of their people. In the software, design hiring strategies, inspire teams, diagnose strengths and opportunities within the organizations culture, and more. Learn how to navigate the main software elements, search for assessments, and switch between client accounts. You will also see how to send assessments, manage folders, and add users. Get ready to become a PI Master.
Course
Software 101 - Troubleshooting
5
Lessons
1 hour 0 minutes
Completion Time
The Predictive Index software helps organizations measure drives, needs, and behaviors of their employees, teams, and organization as a whole. The series of software courses will show you the different software elements that clients use to improve the working lives of their people. In the software, design hiring strategies, inspire teams, diagnose strengths and opportunities within the organizations culture, and more. Learn how to navigate the main software elements, search for assessments, and switch between client accounts. You will also see how to send assessments, manage folders, and add users. Get ready to become a PI Master.
Course
Software 101 - Database Part 1
6
Lessons
1 hour 10 minutes
Completion Time
Master the fundamentals of SQL Server, PI's database management platform for our software. In this course, you will be equipped with the core skills you need to search for information pertaining to users, assessments, and other pertinent data information related to the software.
Course
Software 101 - Database Part 2
7
Lessons
50 minutes
Completion Time
Master the fundamentals of SQL Server, PI's database management platform for our software. In this course, you will be equipped with the core skills you need to search for information pertaining to users, assessments, and other pertinent data information related to the software.
Course
Software 101 - Database Part 3
3
Lessons
30 minutes
Completion Time
Master the fundamentals of SQL Server, PI's database management platform for our software. In this course, you will be equipped with the core skills you need to search for information pertaining to users, assessments, and other pertinent data information related to the software.
Course
Software 101 - Datasheets
3
Lessons
40 minutes
Completion Time
Master the fundamentals of SQL Server, PI's database management platform for our software. In this course, you will be equipped with the core skills you need to search for information pertaining to users, assessments, and other pertinent data information related to the software.
Course
Force BC
15
Lessons
3 hours 0 minutes
Completion Time
Force BC is a salesforce community for our partners to manage their business. In this course you will learn the different partner access levels, how to help partners register and manage opportunities, schedule workshops, and access the partner directory.
Course
Data Privacy: GDPR/CA Verification
5
Lessons
2 hours 45 minutes
Completion Time
Get an introduction to the basics of data privacy: what it is, why it matters, and who it impacts. Explore how PI upholds the data privacy laws and learn the processes and procedures UOS must follow to protect PI and its customers.
Course
Finance Basics
15
Lessons
1 hour 30 minutes
Completion Time
Finance is related to every aspect of The Predictive Index. In this course you will develop basic PI Finance acumen necessary to help our partners and clients. You will learn the different ways PI gets paid, as well as how our partners get paid. In addition, you will learn the pricing and packaging schedule, and how to troubleshoot incorrect invoices.
Course
Marketing & Science
11
Lessons
20 minutes
Completion Time
In this course, you will dive into tools available to you across the PI network, providing you with direction and resources to help answer marketing and science type questions from partners and clients. Upon wrapping up this course, you will be better equipped to navigate Seismic and GURU for miscellaneous type questions that arise.
Course
SSAT/ISAT
7
Lessons
1 hour 5 minutes
Completion Time
This course outlines what the SSAT and ISAT is, and who has access to it. You will also learn the step-by-step process of setting up the SSAT/ISAT when a session is sold by a partner.
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