Commercial Leasing Specialist
Insight Global
Job Description: L&D’s Learning Tech team partners with PwC Technology, Ethics & Compliance, vendors, and L&D stakeholders to support the systems, data, processes, and compliance standards that make up PwC’s learning ecosystem. This role supports the LTech Compliance team, with a focus on helping ensure CPE and CE credit is tracked, awarded, reviewed, corrected, and reported accurately in alignment with NASBA CPE Standards, IRS CE requirements, and PwC policy. This role will support and manage day-to-day compliance operations, learner and stakeholder inquiries, data research and reconciliation, vendor/system issue resolution, and preparation for key compliance deadlines and system releases. The work is detailed, nuanced, and deadline-driven, requiring someone who can learn quickly, understand documented processes, ask thoughtful questions, apply judgment, stay organized, and communicate clearly when resolving issues.
Roles and Responsibilities
Support and help manage the day-to-day operation of Learning Tech compliance processes, with a focus on CPE/CE tracking, credit accuracy, documentation, reporting, and issue resolution.
Research, priotize and respond to learner and stakeholder inquiries submitted through the LTech Compliance ServiceNow queue, while managing ticket SLAs, identifying trends or risks, and communicating next steps clearly
Review learner records, attendance data, completion information, course details, and system outputs to investigate and resolve compliance-related issues.
Support the accurate awarding, correction, and documentation of CPE and CE credit in accordance with applicable standards, internal processes, and PwC policy.
Provide operational support for Calculo, our system for CPE tracking, including research, reporting, data review, vendor follow-up, and resolution of compliance-related system or data issues.
Identify, document, and resolve data discrepancies, including missing credits, incorrect awards, upload issues, and other items that may affect learner compliance records.
Assist with compliance reporting activities, including support for IRS CE reporting and license CPE/CE deadline requirements.
Provide additional support before and after major compliance deadlines, including June 30 and December 31.
Assist with testing and preparation for major Calculo system releases, including test scenario execution, issue tracking, validation of fixes, and documentation of results.
Use reports, dashboards, spreadsheets, and system outputs to monitor compliance activity, support operational decisions, and identify items requiring follow-up.
Document recurring issues, process steps, decisions, and recommended solutions to support consistent and repeatable team processes.
Contribute to continuous improvement by identifying ways to improve compliance processes, data quality, learner and stakeholder experience, and efficiency.
Baseline Expectations / Requirements
Client service mindset and ability to support learners, stakeholders, vendors, and internal team members professionally.
Fast learner who can absorb new systems, standards, processes, and context quickly, then apply that knowledge accurately in day-to-day work.
Ability to manage multiple priorities, especially during deadline-driven compliance periods.
Strong written and verbal communication skills, including the ability to confirm understanding, ask clarifying questions, explain findings clearly, and communicate next steps with confidence.
Strong attention to detail and ability to work accurately with compliance-impacting data.
Sound judgment and ability to interpret standards, policies, documentation, and process guidance and apply them appropriately to specific scenarios.
Self-sufficient with strong initiative, curiosity, and willingness to learn complex systems and compliance processes.
Strong research and problem-solving skills, including the ability to investigate issues across systems, records, reports, and stakeholder inputs.
Comfort working with data, reports, spreadsheets, dashboards, and system-generated outputs.
Ability to identify risks, blockers, trends, or recurring issues and raise them with clear context and recommended next steps.
Strong knowledge of Microsoft 365 applications and cloud-based tools, including Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive.
High school diploma required.
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