Training Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop well-structured onboarding curricula and continuous education programs tailored for both new and existing clients across various roles.

• Produce live webinars, on-demand videos, step-by-step guides, job aids, and interactive walkthroughs that highlight platform updates and best practices.

• Manage the client learning management/training platform, overseeing course structure, certifications, and completion reporting.

• Conduct onboarding sessions, feature-adoption webinars, and client office hours.

• Collect feedback from clients, Client Success Managers, and Support to pinpoint training gaps and enhance content.

• Collaborate with Marketing and Product Management to introduce new features accompanied by ready-to-use training materials.

• Monitor completion rates and client satisfaction scores, correlate engagement with adoption and retention, and communicate effectiveness to leadership.

⛳️ Requirements

• Over 5 years of experience in training, learning & development, client education, or a related client-enablement role — preferably in a SaaS, fintech, or wealthtech context.

• Demonstrated experience in designing training programs for external clients, not solely for internal employees.

• Strong instructional design abilities: capable of converting complex product workflows into clear and understandable training content.

• Practical experience with a Learning Management System (LMS) or client education platform (e.g., Docebo or similar).

• Proficient in public speaking and facilitating live sessions for audiences ranging from small groups to large webinar participants.

• Strong project management capabilities — adept at managing multiple training initiatives and product launches concurrently.

• Comfortable in a fast-paced, agile setting where priorities and product features shift rapidly.

• Data-informed approach: adept at utilizing completion rates, NPS/CSAT, and support ticket trends to inform training investments.

• Exceptional written and verbal communication skills.

• Background in financial services, wealth management, or experience with broker-dealers/RIAs.

• Knowledge of compliance-driven industries where documented training and certification are crucial.

• Experience with video editing or e-learning authoring tools (e.g., Articulate or similar).

• Proven track record of establishing train-the-trainer programs from scratch for Client Success or Support teams.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work environment and hours.

• Collaborative and inclusive company culture.