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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in designing and delivering client education programs, utilizing strong instructional design skills to create engaging training content. Proficient in managing learning management systems and analyzing data to enhance training effectiveness and client satisfaction.
Highest-signal resume keywords
Training Program DesignLearning Management System AdministrationPublic SpeakingProject ManagementData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Instructional DesignClient EducationTraining Curriculum DevelopmentVideo EditingE-Learning Authoring Tools
Soft Skills
Excellent CommunicationFacilitation SkillsAdaptability
Tools & Technologies
DoceboArticulate
Industry Keywords
SaaSFintechWealthtechFinancial ServicesCompliance
About the role
Key responsibilities & impact- Design structured onboarding curricula and ongoing education programs for new and existing clients across different roles
- Create live webinars, on-demand videos, step-by-step guides, job aids, and interactive walkthroughs reflecting platform updates and best practices
- Administer the client learning management/training platform, including course structure, certifications, and completion reporting
- Facilitate onboarding sessions, feature-adoption webinars, and client office hours
- Gather feedback from clients, Client Success Managers, and Support to identify training gaps and refine content
- Partner with Marketing and Product Management to launch new features with ready-to-use training content
- Track completion rates and client satisfaction scores, correlate engagement with adoption and retention, and report effectiveness to leadership
Requirements
What you’ll need- 5+ years of experience in training, learning & development, client education, or a related client-enablement function — ideally in a SaaS, fintech, or wealthtech environment
- Proven experience designing training programs for external clients, not just internal employees
- Strong instructional design skills: ability to translate complex product workflows into clear, digestible training content
- Hands-on experience with an LMS or client education platform (e.g., Docebo or similar)
- Comfortable with public speaking and facilitating live sessions for groups ranging from a handful of users to large webinar audiences
- Strong project management skills — able to juggle multiple training initiatives and product releases simultaneously
- Comfortable working in a fast-paced, agile environment where priorities and product features evolve quickly
- Data-informed mindset: comfortable using completion rates, NPS/CSAT, and support ticket trends to prioritize training investments
- Excellent written and verbal communication skills
- Experience in financial services, wealth management, or working with broker-dealers/RIAs
- Familiarity with compliance-driven industries where documented training/certification matters
- Video editing or e-learning authoring tool experience (e.g., Articulate or similar)
- Experience building train-the-trainer programs from the ground up for Client Success or Support teams