Documentation and Training Specialist

• Develop, edit, and maintain internal documentation, SOPs, process guides, and knowledge-base articles.
• Collaborate with subject matter experts across product, operations, compliance, and client success to ensure accuracy and clarity.
• Own version control and documentation updates as products, features, or workflows evolve.
• Create client-facing educational content, including platform guides, FAQs, release notes, and troubleshooting resources.

• Design and deliver training materials (slides, video scripts, manuals) for new hires and ongoing team education.
• Coordinate and support training sessions across various teams (CSM, operations, support, sales).
• Assist in the development of e-learning modules, onboarding programs, and certification paths.
• Evaluate training effectiveness and update materials based on feedback and industry changes.

• Partner with Product and Marketing on communication around new features, updates, and system changes.
• Work with leadership to identify documentation or training gaps and implement solutions.
• Support managers by ensuring teams have consistent, accurate, and updated enablement resources.

• 2+ years in a documentation, training, knowledge-management, or instructional design role.
• Exceptional writing, editing, and communication skills.
• Proven ability to translate technical or complex topics into clear, accessible content.
• Strong organizational skills and attention to detail.
• Experience with documentation or knowledge-base tools (e.g., Confluence, Notion, Zendesk, Google Workspace).
• Ability to manage multiple projects and deadlines in a fast-paced environment.
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• Experience at a SaaS or fintech company.
• Familiarity with 401(k), financial services, or payroll/HR workflows.
• Experience with LMS platforms or e-learning development.
• Basic design skills (Canva, Figma, or similar) for creating clean and professional materials.

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work-life balance.
• A fully stocked kitchen when you’re in the office.

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