Learning Operations Specialist

Wellby Financial•Webster, TX

About The Position

The Learning Operations Specialist supports effective delivery and continuous improvement of the organization’s learning and development strategy by managing learning systems, processes, data, and operational workflows. The role coordinates and maintains learning programs, including onboarding, leadership development, compliance training, retail training, and enterprise-wide learning initiatives, ensuring learning activities are accurately tracked, documented, and delivered in alignment with organizational goals. The specialist manages training logistics and communications, supports the Learning Management System (Workday Learning), assists with learning content development and maintenance, tracks learning data and budgets, and identifies opportunities to improve processes and the learner experience. The role follows Wellby policies and procedures and applicable laws and regulations, performs routine tasks with independent judgment, and has no supervisory responsibilities. Work is reviewed periodically for accuracy, completeness, and compliance. Courses of action are determined by established procedures and/or the Learning & Development Manager.

Requirements

Bachelor’s degree in business management, Human Resources, Learning and Development, or a related field.
Two to four years of professional experience in training and development, human resources, project coordination, or a related field.
Equivalent combinations of education and experience may substitute for the stated qualifications.
Must be bondable.
Knowledge of organizational functions, operating policies and procedures, office practices, business English, spelling, and punctuation.
Knowledge of learning and development principles, adult learning concepts, and training coordination practices.
Computer skills, including Microsoft Office Suite and other software.
Skill with learning management systems.
Ability to manage multiple priorities and concurrent activities, meet deadlines, and organize time effectively.
Clear and concise oral and written communication skills.
Analytical, reasoning, problem-solving, navigation, and troubleshooting skills.
Ability to create a positive and engaging experience for participants during training and onboarding.
Ability to follow oral and written instructions, perform routine duties without close supervision, and maintain effective working relationships.
Ability to exercise independent judgment and maintain strict confidentiality.
Ability to operate computers, copiers, projection equipment, audio/video equipment, Microsoft Teams, Zoom, and adding devices.
Excellent interpersonal and customer service skills.

Nice To Haves

Experience working with content development tools such as Articulate 360 or Camtasia.
Experience coordinating projects using project management tools such as Asana, Monday.com, or Microsoft Planner.

Responsibilities

Exhibit Wellby Core Values and provide a strong team member experience.
Manage scheduling and operational execution of training sessions, cohort programs, coaching sessions, workshops, and other learning initiatives in in-person and virtual environments.
Coordinate training logistics, including invitations, calendar holds, room reservations, catering, technology setup, materials preparation, and event logistics.
Serve as the primary point of contact for training communications, reminders, pre-work assignments, and follow-up materials.
Work with L&D facilitators and analysts to support onboarding, retail, and leadership and talent development programs.
Maintain Workday Learning configurations, enrollments, learning paths, assignments, completions, learner records, and data accuracy.
Assist with developing, formatting, editing, and maintaining 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 other learning resources.
Maintain and organize learning content libraries, facilitator resources, templates, digital assets, and departmental documentation.
Maintain accurate learning records and data integrity, including tracking required training, certifications, renewals, and compliance requirements.
Identify and implement opportunities to streamline learning processes, improve data accuracy, and enhance the learner experience.
Perform other related duties as assigned.