Project Manager - Training Operations
- Sailpoint Technologies
- 3 - 8 years
- Pune
- 23 days ago
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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.
- 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.
- 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:
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:
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:
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.
Job Classification
Industry: IT Services & ConsultingFunctional Area / Department: Project & Program Management
Role Category: Other Program / Project Management
Role: Project Manager
Employement Type: Full time
Contact Details:
Company: Sailpoint TechnologiesLocation(s): Pune
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Keyskills: Procurement Order management Operations Manager LMS Data management Process improvement Billing Forecasting Operations Logistics
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