Project Manager - Training Operations

Job Description

We are seeking a detail-oriented and proactive Project Manager to oversee the operational execution of training deals, billing processes, partner enablement support, and data management. This role plays a critical part in ensuring the efficiency and accuracy of invoicing, renewal management, and training delivery logistics while supporting key partner relationships and maintaining internal system compliance. Key Responsibilities: Invoicing & Deal Management Manage and monitor the invoicing process for all finalized training deals, ensuring accuracy and timely submission. Handle invoicing specifically for strategic partners training purchases through third party systems. Opportunity and Renewal Management Generate renewal quotes for training opportunities and ensure proper processing. Conduct regular reviews of renewal opportunities, ensuring data accuracy and completeness. Update deal Win/Loss status for expired training renewal opportunities. SOW & Purchase Order Management Initiate and manage the Statement of Work (SOW) process for partner trainers. Create blanket Purchase Orders (POs) to streamline trainer payment processes. Create opportunities and quotes for billing ATP (Authorized Training Partner) and TTT (Train-the-Trainer) annual fees. Generate quotes for additional partner billing needs. Training Data Management Maintain training-related data in Salesforce (SFDC), ensuring alignment between contract and order terms. Monitor and process amendment and cancellation requests, keeping all records current and compliant. Onboarding & Class Roster Management Create comprehensive onboarding packets for private training classes. Distribute class rosters to trainers and internal stakeholders in a timely manner. Support LMS operations Onboard new training administrators to the LMS and provision necessary access. Enroll training admins into the Training Admin Onboarding course. Create licensed subscription packages and training credit codes within the LMS to support delivery. Qualifications: 3+ years of project or program management experience, ideally in training, education services, or partner operations. Proficiency in Salesforce (SFDC), LMS platforms, and procurement tools like Fieldglass. Strong organizational skills with a high attention to detail. Exceptional communication skills, both written and verbal. Ability to manage multiple projects simultaneously in a fast-paced, remote environment. Familiarity with invoicing processes, SOWs, and procurement workflows is highly desirable. Preferred Experience: Experience in Education Services or Training Operations. Familiarity with ATP/TTT program administration. Knowledge of partner ecosystems and renewal lifecycle management. Success Criteria: Completed onboarding for all internal systems (Salesforce, LMS, procurement tools). Understood end-to-end training deal flow, including invoicing, renewals, and delivery logistics. Shadowed at least 2 training deals from quote to invoice. Met key stakeholders across Training Operations, Sales, Finance, and Partner Teams. Reviewed SOPs for invoicing, SOW/PO creation, and renewal workflows. Participated in LMS admin onboarding course and provisioning exercises. Observed creation of a private training class onboarding packet and roster distribution. 60 Days - Ownership of Core Tasks Objective: Begin managing components of operational workflows with minimal oversight. Success Criteria: Independently managing invoicing for finalized training deals and Fieldglass partner submissions. Generating renewal quotes and updating opportunity statuses in SFDC. Creating and managing SOWs and blanket POs for ATP and TTT programs. Drafting and sending onboarding packets and rosters for private training classes. Supporting LMS operations by provisioning training codes and creating licensed subscriptions. Identifying at least one process improvement opportunity. 90 Days - Full Role Execution & Partner Support Objective: Operate autonomously and support strategic partner and training operations. Success Criteria: Fully owning assigned partner operations (e.g., ATP/TTT billing, SOWs, POs, onboarding). Managing amendments and cancellations in SFDC with accuracy and compliance. Ensuring class logistics (onboarding packets, rosters) are delivered on time and without issue. Providing consistent, proactive support to Training Admins and internal trainers. Regularly reviewing and maintaining training data hygiene in Salesforce. Delivering a process improvement or documentation update. 180 Days - Strategic Contribution & Process Optimization Objective: Drive impact through improvements, insights, and process consistency. Success Criteria: Recognized as the go-to resource for training operations, billing, and partner logistics. Improved at least one core process (e.g., invoice validation, renewal forecasting, SOW efficiency). Contributed to planning and forecasting efforts for partner billing cycles or training delivery. Built effective cross-functional relationships with Sales Ops, Finance, and Partner Enablement. Developed documentation or resources to scale operations or onboard future team members. Demonstrated proactive data management, minimizing manual follow-ups and corrections.