Human Interest · 11 hours ago
Sr. Trainer - Customer Success Operations
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expHuman Interest is a high-growth fintech company focused on making retirement benefits accessible to all workers. The Sr. Trainer for Customer Success Operations will develop and deliver training programs to empower the Customer Success organization, collaborating with various teams to enhance learning experiences and drive organizational goals.
Employee BenefitsFinanceFinTechRetirementWealth Management
Responsibilities
Lead and facilitate dynamic, instructor-led Onboarding and Continuing Education courses for our Customer Support Specialist and Client Relationship Manager programs
Maintain a deep, working knowledge across multiple functional areas, delivering training that seamlessly integrates complex processes often opaque to single-discipline practitioners
Elevate advanced learners by addressing outcomes that demand significant prerequisite skills
Leverage learning theory to ensure that all methods are implemented to give any and all training experiences and participants the opportunity to continue to grow their knowledge and development
Evaluate trainee performance and provide precise, actionable feedback to managers
Establish clear criteria for successful training completion and conduct robust assessments to effectively measure employee progress
Independently drive the creation of innovative training processes and materials, collaborating extensively with subject matter experts to ensure all content is meticulously aligned with critical business objectives
Proactively review and refine training content at regular intervals, ensuring absolute accuracy and currency
Prioritize collective success by consistently aligning individual contributions with overarching team objectives
Strategically contribute to sustained growth by focusing on long-term impact rather than immediate, short-term solutions
Execute all tasks with attention to detail, demonstrating an unwavering commitment to delivering high quality content, and resulting in minimized spelling, grammar, design, or communication errors
Achieve superior training outcomes, consistently securing 80% or higher in all formal trainer performance observations
Foster a culture of seamless collaboration by effectively communicating and partnering with all enablement team members to achieve our collective goals
Champion organizational directives by actively demonstrating unwavering support for company-wide initiatives and key stakeholder strategies
Serve as a pivotal ambassador for Human Interest and Enablement, warmly welcoming new team members and ensuring they experience a profoundly successful onboarding journey in their roles
Partner strategically with operational leadership to meticulously review training needs and pinpoint knowledge gaps
Cement our training culture by unequivocally demonstrating the inherent value of the training function beyond the virtual classroom
Deliver top-tier training programs that not only deeply engage learners but genuinely excite them about their roles, empowering them to achieve unparalleled success
Strategically increase efficiency by proactively identifying areas ripe for process improvement and collaborating seamlessly with appropriate stakeholders to optimize key policies, processes, and procedures
Qualification
Required
BA degree or equivalent practical experience
5+ years of proven experience in teaching, training, or a closely related field
Clear understanding of SaaS business motions and the entire customer lifecycle
Proven customer management skills, especially with large and complex accounts
Proven track record of meeting and exceeding team objectives
Exceptional written and spoken communication skills
Adept at developing strong working relationships at all levels of management
Top-notch organizational and analytical skills
Ability to use data to inform business decisions and achieve goals
Thrive in a startup and SaaS background
Comfort with rapid change and a willingness to take calculated risks
Preferred
Experience in a startup and SaaS background
Experience using Salesforce, Docebo, Google Drive, and other LMS systems
Benefits
A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Company
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
501-1000 employees
H1B Sponsorship
Human Interest has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (5)
2022 (2)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Leadership Team
Jeff Schneble
CEO
Ayaskant Sahu
Senior Engineering Manager
Recent News
2026-01-15
Soma Capital
2026-01-07
2026-01-06
Company data provided by crunchbase