401GO · 20 hours ago
Documentation and Training Specialist
Sandy, UT
Full-time
Hybrid
Entry, Mid Level
2+ years exp401GO is a fast-growing fintech start-up reinventing retirement with an advanced automated retirement platform. The Documentation & Training Specialist is responsible for creating and maintaining documentation and training materials to support employees and clients, ensuring they have accurate information to navigate the platform effectively.
Financial ServicesProfessional ServicesSmall and Medium BusinessesSoftware
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
A standout 401(k) plan (naturally!).
Generous stock options—share in our growth and success.
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.
Company
401GO
401GO administers 401(k) plans for business of all sizes and helps them to run their business smoothly.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$47MKey Investors
Centana Growth PartnersNEXT Frontier CapitalImpression Ventures
2025-12-09Series B· $33M
2024-04-23Series A· $12M
2021-08-17Seed· $2M
Leadership Team
Daniel Beck
Co-Founder | CEO
Nathan Beck
Co-Founder and CTO
Recent News
alleywatch.com
2025-12-16
vcnewsdaily.com
2025-12-12
2025-12-12
Company data provided by crunchbase