New
Deliver high-quality instructor-led training in virtual and in-person settings. Lead sessions that empower learners to adopt new technology and workflows. Translate complex enterprise workflows into clear, role-based learning. Partner with Customer Experience and cross-functional teams to improve content. Establish repeatable processes to evaluate feedback and improve outcomes. Leverage AI tools to enhance prep, feedback, and efficiency. 4–6+ years delivering instructor-led training for enterprise software. Direct L&D, consulting, or customer success in investment-management software preferred. Strong facilitation: time management, discussion leadership, and Q&A. Explain complex concepts to both technical and non-technical audiences. Proven ability to quickly learn new systems across multiple personas. Willingness to travel up to 10% for in-person sessions. Unlimited vacation. Educational and wellness reimbursements. $0 cost employee insurance plans. Company Stock Plan eligibility.