Learning Operations Specialist

Wellby Financial • US TX Headquarters, TX

1d • Onsite

About The Position

The Learning Operations Specialist supports effective delivery and continuous improvement of the organization’s learning and development strategy through the management of learning systems, processes, data, and operational workflows. This role is responsible for coordinating and maintaining learning programs, including onboarding, leadership development, compliance training, retail training, and enterprise-wide learning initiatives, while ensuring learning activities are accurately tracked, documented, and delivered in alignment with organizational goals.

Requirements

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of general office practices and procedures, business English, spelling, and punctuation.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software’s.
• Knowledge of learning and development principles, adult learning concepts, and training coordination practices.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
• Skilled in providing excellent interpersonal and customer service skills
• Skilled in the analysis of problems and the development and implementation of solutions
• Skilled in above-average analytical and reasoning abilities
• Skilled in organizational and time management
• Skilled in learning management systems (LMS)
• Ability to manage multiple priorities simultaneously.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to provide excellent time management skills with a proven ability to meet deadlines
• Ability to provide strong analytical and problem-solving skills
• Ability to navigate and troubleshoot issues
• Ability to create a positive and engaging experience for participants during training and onboarding programs
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to exercise independent judgment.
• Ability to maintain strict confidentiality
• Bachelor’s degree in business management, Human Resources, Learning and Development, and/or a related field required.
• Minimum two (2) – four (4) years of professional experience in training & development, human resources, project coordination, and/or related field required.
• An equivalent combination of education and experience for substitute for stated qualifications.
• Bondable

Nice To Haves

• Experience working with content development tools (Articulate 360, Camtasia, etc.) preferred.
• Experience coordinating projects using project management tools (e.g., Asana, Monday.com, Microsoft Planner).

Responsibilities

• Manage the end-to-end scheduling and operational execution of training sessions, cohort programs, coaching sessions, workshops, and other learning initiatives across in-person and virtual environments.
• Coordinate logistics, including invitations, calendar holds, room reservations, catering, technology setup, materials preparation, and event logistics.
• Act as the primary point of contact for training communications, reminders, pre-work assignments, and follow-up materials.
• Work closely with L&D team members (facilitators & analysts) to provide seamless program support across onboarding, retail, and leadership/talent development areas.
• Support in maintaining the Learning Management System (Workday Learning), including course and program configuration, enrollments, learning paths, assignments, completions, learner records, and data accuracy.
• Assist in the development, formatting, editing, and maintenance of instructor-led, virtual, digital, and self-paced learning materials.
• Collaborate on budget tracking for L&D initiatives, including supplies, printing, assessments, multimedia learning resources, and vendor engagements.
• Update facilitator guides, participant workbooks, job aids, presentations, communications, and learning resources to ensure content remains current.
• Maintain and organize learning content libraries, facilitator resources, templates, digital assets, and departmental documentation.
• Maintain accurate learning records and data integrity across learning platforms, ensuring timely tracking of required training, certifications, renewals, and compliance requirements.
• Assist with learning programs and courses within the LMS, including course configuration, enrollments, assignments, completion tracking, learning paths, and learner status updates.
• Identify and implement opportunities to streamline learning processes, improve data accuracy, and enhance the overall learner experience.
• Performs other related duties as assigned.

Benefits

• equal opportunity and affirmative action employer
• consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
• equal opportunity to qualified individuals with disabilities and disabled veterans.
• reasonable accommodation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level