Learning and Development Specialist - HCM

Job Locations US-FL-Orlando
# of Openings
General and Administrative
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Las Vegas, Grand Rapids and Charleston, SC. We are in need of a passionate Learning and Development Specialist to identify, design and deliver high-impact training solutions for internal and external clients with a focus on our suite of Human Capital Management products, employees and clients. We are looking for highly effective, fun and innovative ways to make training stick to empower all end-users and maximize their ability to leverage our platform and products.


About the Learning and Development Specialist

Are you driven by the need to empower others, thrive in a dynamic atmosphere, love a challenge and get your thrills by breaking the traditional training mold? If so, then we want to talk to you! As a Learning & Development Specialist your primary responsibility will be to ensure internal and external clients have the tools, knowledge and resources to support their continued success. This position will report to the Manager of Learning and Development.


You will be a key figure in providing on-boarding training to new employees as well as supporting the on-going needs of internal and external learners. You are a jack of all training trades with the ability to execute end-to-end design, facilitation and evaluation of learning solutions and will hit the ground running. As apart of an innovative software organization, we are looking for a learning and development professional who is savvy in leveraging technology for greater knowledge transfer and increasing performance outcomes who will help drive our success in empowering PlanSource to build innovative technology that revolutionizes the way healthcare benefits are bought, sold and managed.


No two days will be the same for the Learning and Development Specialist, but these will be your primary responsibilities:


  • Develop and deliver learning content and programs utilizing various delivery methods including instructor-led (virtual and non-virtual), self-study, e-Learning and blended learning formats on a variety of product-specific topics
  • Conduct training needs analyses and consult with business leaders and stakeholders to ensure alignment of learning solutions with business needs and constraints
  • Build e-Learning courses and programs aligned to business needs
  • Partner with subject matter experts to create high-impact training materials specific to job functions
  • Monitor, report and evaluate effectiveness of training programs and continually adjust programs as appropriate
  • Support training needs for software releases and preparation of training material related to system updates
  • Coach and provide feedback to learners
  • Support additional Learning and Development team projects, programs, initiatives and development, as required.

About You

As a Learning and Development Specialist, you are grounded in the learner experience and passionately advocate for their needs based on your sound understanding and application of adult learning theory. You simply don’t just envision solutions, you will be the one to roll up your sleeves and drive to get it done. We have a fast-paced culture and to be successful here, you must be quick and love to learn, flexible with changing priorities, a true collaborator, and an innovative thinker. You are the kind of person who has a focus on results and loves to inspire and empower people. Below are the primary qualifications/skills needed to be considered for the role:


  • Bachelor’s degree from a four-year college or university; or equivalent combination of education and experience
  • Two to four years of progressive training experience
  • Knowledge of adult learning principles and tactics
  • Proven Experience with e-learning authoring tools such as Adobe Captivate, Premier Pro, Go Animate, Articulate Storyline, etc.
  • Demonstrated familiarity with digital learning tools and strategies
  • You love to facilitate and are great at it! Virtual, ILT, one-on-one, asynchronous, etc.
  • Demonstrable experience with conducting training needs analyses
  • Instructional Design knowledge and experience
  • You possess a strong sense of urgency in driving projects to completion
  • You are not a silo, hence you enjoy working with people and across functional teams 
  • Possess outstanding communication and relationship skills and fearless in your ability to facilitate conversations with leaders and SMEs in support of building right fit learning solutions
  • Command of project management tactics, inclusive of but not limited to prioritization, negotiation, multi-tasking, etc.
  • Willing to travel to other PlanSource locations monthly or quarterly

The following desired qualifications will greatly enhance the success of this position

  • One to three years’ experience working in Healthcare, Benefits Administration or Human Capital Management space
  • One to three years working with a software technology organization

What We Offer

  • Great compensation package, including a full suite of benefits.
  • The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
  • Fast-paced environment with big goals and the opportunity make a big impact.

Top five reasons to come to PlanSource

#5: The size is right. Join an established tech company that’s growing fast but is still small enough for you to have a big impact.

#4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company.

#3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and meets the needs of even the most complex benefit programs.

#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.


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