Deep Dive

From Agent Seat to Global L&D Manager

A six-phase progression built on operational credibility - from frontline call center agent to learning systems owner, global onboarding lead, and training team manager.

Training Operations L&D Leadership Learning Systems Knowledge Management Team Management
Starting Point

A New-Hire Class, Not a Trainer Desk

Hired in October 2020 after applying as a call center agent. Rather than stepping directly into L&D, I sat through the same standard onboarding class every new agent did - learning the systems, workflows, and pressures from the inside before ever standing at the front of the room.

The Through-Line

Training as an Ecosystem, Not a Class

Expanded the training function beyond live delivery into the infrastructure around it - knowledge systems, LMS platforms, automation workflows, creative production, and technical tooling. The goal at every stage: make learning sustainable after the classroom ends.

Where It Led

Global L&D Manager & Strategic Partner

As of January 2026, managing a training team directly - including scheduling, development, and performance reviews - while partnering with clients, operations leadership, QA, and senior leadership on training strategy and operational readiness.

0+
Clients supported
0.0/5
Learner satisfaction maintained
0%+
First-time certification pass rate
0
Client onboardings led

Six Phases of Growth

Each phase expanded the scope of what "training" meant - and what it required.

Oct
2020
01
Phase 01 - Frontline Foundation

Learning the Job from the Agent Seat

Rather than stepping directly into a training role, I completed a standard new-hire onboarding class alongside other agents. I learned the CRM, call handling procedures, client programs, and the real pressure of early call-taking from the inside - the same experience I'd later be responsible for delivering.

Earned 100% on initial call audits within the first two weeks on the phones
Flagged early as a potential L&D fit based on prior onboarding experience and strong performance
Gained firsthand understanding of the gap between training materials and live operational reality
Call Center Operations CRM Systems Quality Assessment Customer Service
Late
2020-21
02
Phase 02 - Facilitation & Delivery

Building a Training Practice from Scratch

After demonstrating strong frontline performance, I began shadowing the existing trainer and gradually took on facilitation responsibility. My delivery style developed around a core principle: training should focus on what employees need to do with information, not just what they need to hear.

Delivered instructor-led and virtual new-hire onboarding across US, Ireland, and Philippines locations
Facilitated systems training, compliance programs, retention/cancellation workflows, and customer skills development
Developed structured facilitation approach grounded in practical application, not information transfer
Instructor-Led Training Virtual Facilitation New Hire Onboarding Compliance Training Soft Skills
2021-
2022
03
Phase 03 - Learning Systems & Knowledge Infrastructure

Owning the Platforms Behind the Training

My role expanded into the systems that support performance after class ends. I became responsible for the platforms, content architecture, and information structures that agents and trainers relied on daily - shifting from classroom delivery to the infrastructure around it.

Administered LearnUpon LMS: course builds, user setup, certification paths, reporting, and content maintenance
Took ownership of KnowledgeOwl knowledge base: structure, article layout, taxonomy, searchability, and content governance
Reorganized knowledge architecture to reduce time-to-answer during live customer interactions
Built and maintained certification paths and performance tracking frameworks in LearnUpon
LearnUpon KnowledgeOwl LMS Administration Information Architecture Content Governance
Oct-Nov
2022
04
Phase 04 - Philippines BPO Launch

Onboarding a Trainer and a New Operating Partner

Spent six weeks in the Philippines supporting the October 2022 launch of a BPO partner. The work went beyond delivering a class: I onboarded a trainer and helped a new company adopt our processes, expectations, systems, and approach to customer support.

Led an in-person six-week onboarding journey for a new Philippines BPO partner
Onboarded a trainer into our facilitation approach, workflows, systems, and quality expectations
Helped translate established processes into a new organizational context
Built operational credibility through hands-on launch support and early coaching
BPO Launch Train-the-Trainer Philippines Process Adoption Change Enablement
2023-
2025
05
Phase 05 - Technical Enablement & Creative Production

Building the Tools Training Teams Actually Need

Took on increasing responsibility for the digital and creative infrastructure supporting L&D. This phase was about converting complex operational procedures into usable, polished resources - and reducing the manual overhead that was consuming team capacity.

Built browser-based decision trees and interactive call flows using HTML, CSS, and JavaScript
Created Power Automate workflows for onboarding coordination, trainer scheduling, and progress visibility
Produced multimedia learning assets in Premiere Pro, After Effects, Photoshop, and Audition
Supported Talkdesk Copilot AI knowledge integration - tagging, metadata, intent mapping, and KB content structure
Designed and deployed SharePoint training hubs consolidating resources previously scattered across email and shared drives
HTML / CSS / JS Power Automate Adobe Creative Suite Talkdesk Copilot SharePoint AI Integration
Jan
2026+
06
Phase 06 - Team Leadership & Strategic Partnership

Managing the Function, Not Just the Work

Expanded into direct management of a training team. The scope of the role shifted - from executing training to owning training as an organizational function, with direct accountability for team performance, client relationships, and strategic alignment.

First direct reports: manages trainer scheduling, development plans, performance reviews, and delivery consistency
Partners directly with clients on training readiness, launch preparation, and program alignment
Participates in strategic planning conversations with operations leadership and senior management
Manages training needs analysis, rollout planning, and performance feedback loops across the organization
Maintains 4.5/5 learner satisfaction and 90%+ first-time certification pass rates across programs
Team Management Performance Reviews Client Partnership Strategic Planning Training Needs Analysis
Today
What Comes Next

Still Building

The timeline is current, not complete. I am continuing to grow the systems, teams, and learning experiences behind strong operations - turning each new challenge into a clearer process, a stronger resource, or a better path for the people doing the work.

Continuous improvement in progress

What This Journey Developed

Each phase added a new capability - and none of the earlier ones went away.

ILT

Facilitation & Delivery

ILT / vILT New Hire Onboarding Systems Training Compliance Retention / Sales Soft Skills
LMS

Learning Systems

LearnUpon KnowledgeOwl LMS Administration Cert Path Design Reporting Content Governance
DEV

Technical Enablement

HTML / CSS / JS Power Automate SharePoint Microsoft Forms Talkdesk Copilot AI Integration
AV

Creative Production

Premiere Pro After Effects Photoshop Audition Captivate Branded Assets
TEAM

Team & People Leadership

Trainer Management Performance Reviews Coaching Development Plans Scheduling Consistency Programs
OPS

Strategic Partnership

Client Communication Ops Alignment Training Needs Analysis Launch Planning QA Coordination

Full Stack Used Across All Six Phases

LearnUpon
KnowledgeOwl
Talkdesk
Talkdesk Copilot
Microsoft 365
SharePoint
Power Automate
Microsoft Forms
HTML / CSS
JavaScript
Adobe Premiere Pro
Adobe After Effects
Adobe Photoshop
Adobe Audition
Adobe Captivate
Teams
Excel
PowerPoint

See More of the Work

The full portfolio includes case studies on the knowledge base systems, AI tools, and training programs referenced throughout this progression.