Learning Specialist

• Develop soft skills and technical knowledge to drive a higher level of performance
• Own and support the learner experience from new hire or upskill training through performance support period
• Deliver engaging, interactive training to adult learners through new hire and/or upskill training programs
• Measure learning experience and performance outcomes during and after training, in partnership with critical stakeholders like CS leadership and QA, to identify opportunities with training programs, advocate performance and advocate workflows
• Support a full range of stakeholder and learner needs: coaching, facilitation, and content creation to maintain new and existing training courses
• Be a thought partner and provide mentorship support to junior team members (e.g. classroom observations and feedback, guidance on projects, etc)
• Act as functional leader for newly hired team members assigned to your program. You will track and document performance according to required metrics, as well as have corresponding performance coaching conversations as required
• Support advocates during and after classroom training through training delivery and various engagement mechanisms such as weekly 1:1s, real-time coaching, call monitoring, and auditing at development of new associates to strive towards exceeding performance expectations
• Measure post-training performance gaps to identify opportunities for continuous improvement with an emphasis on achieving performance results.
• Responsible for the learning system and Coda tracking of learning programs and projects
• Partner with learning design team as needed on new initiatives, content development and material updates
• Work on short term project initiatives which can include but not limited to: LMS migration, process change requests and process documentation

• 2+ years of experience in financial services, technology and/or Customer Success role
• 3+ years of experience in learning delivery, mentoring and/or performance coaching
• Regarded as a leader and mentor on the team
• Demonstrate desire to grow in the Learning and Development space, up to and including instructional design methods and learning strategy
• Strong public speaking skills
• Experience training and facilitating groups of people in remote environments
• Strong teaching and coaching skills, and a desire to see others succeed
• Partner cross functionally and globally
• Effectively manage time and take initiative as issues arise

• Experience supporting multiple lines of business/functions/verticals
• Fluent in sales methodologies and how to apply them to customer interactions
• Expert on Customer Success systems, processes and policy
• Proficiency with Google apps, JIRA, Salesforce

Remote work, medical insurance, flexible time off, retirement savings plans, and modern family planning