Apprentice, Portfolio Management

Pearson · Education

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.