41 applicants

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Company

OneDigital · 1 day ago

Learning and Development Coordinator

Remote-California

Full-time

Remote

Entry Level

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Responsibilities

Co-maintain the Client Learning and Development Director’s calendar.

Schedule meetings for the Director with clients and prospects.

Manage the client Learning and Development training calendar and related logistics.

Respond to prospect and client emails as needed.

Draft baseline proposals and track proposals through the approval process.

Track outstanding proposals to help secure prospect signatures.

Assist with end of month services tracking and invoice support.

Support revenue tracking of services.

Maintain and track the Learning and Development prospecting pipeline.

Attend sales meetings with Head of Client Learning and Development and prospects, take notes, share notes with the team, complete tasks needed.

Create and send marketing and sales materials to prospective clients.

Design, co-author monthly Client Learning and Development newsletter emails.

Respond to internal and some external inquiries from prospects.

Follow-up with prospects after first email/proposal has been sent.

Coordinate the onboarding and offboarding process for Learning and Development contractors.

Coordinating contractor’s quarterly 1:1 meetings and individual contractor meetings with Head of Client Learning and Development.

Coordinate coaching chemistry calls with the client’s choice of coaches, finalize the client’s choice of a coach as well as ensure the final Statement of Work addendum for each coach/client relationship is updated and signed by Executive Sponsor at the client.

Schedule and manage the Management Training programs and logistics (3+ cohort programs per year).

Manage the training email inbox, respond to inquiries, and ensure timely follow-up.

Create and send calendar invites for new participants in each cohort and share relevant invites with trainer and course participants.

Draft and distribute certificates of completion for participants.

Prepare and send course follow-up surveys to participants.

Manage TalentLMS content, including creating new courses, generating coupons, uploading training content, run reports, and track progress.

Manage the backend sales system to track prospects and client renewals.

Generate and track agreements for signature.

Create demo accounts and send assessment invites to clients and prospects.

Attend monthly webinars and discuss relevant updates with the Head of Client Learning and Development.

Schedule and attend quarterly client meetings. During meetings share client dashboard to show usage of the Predictive Index platform.

Assist with technical support for clients, liaising with the PI customer support team as needed.

Be connected and understand PI platform for all current clients to help, assist, support and troubleshoot questions and problems.

Coordinate and share Director’s open office hours for clients and short PI trainings on certain PI topics.

Maintain company files and client files as necessary.

Assist with various client Learning and Development programs and other duties as assigned.

Qualification

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