Training And Onboarding Specialist (Fintech)

TL;DR

Training and Onboarding Specialist (Fintech): Designing and delivering onboarding programs and upskilling the Customer Operations team with an accent on creating engaging training materials and leading sessions on new products, processes, and systems. Focus on maintaining accurate, timely, and compliant information for frontline teams.

Location: 3 days per week in the office in Cardiff

Company

hirify.global provides an all-in-one business credit card & spend management platform that helps business owners save time and money.

What you will do

• Develop and implement onboarding programs for new hires across Customer Operations.
• Deliver training sessions and workshops for the existing team on new products, processes, systems, and compliance updates.
• Collaborate with Subject Matter Experts to identify training needs and translate operational procedures into training materials.
• Manage the content lifecycle of all training materials, shared knowledge assets, and departmental documentation.
• Evaluate the effectiveness of training and onboarding programs using performance metrics and feedback.
• Ensure full coverage for training delivery and front line support duties.

Requirements

• Proven experience in a Learning & Development or Real-Time Coaching role within a fast-paced Customer Operations environment.
• Exceptional ability to simplify complex internal processes into clear, engaging, and compliant training materials.
• Highly organised with a proven ability to manage multiple document updates and stakeholder sign-offs simultaneously while adhering to strict timelines.
• A track record of supporting teams through transitions through effective information sharing and clear training sessions.
• Ability to build relationships across multiple stakeholders to ensure the best quality service is delivered.
• Excellent communication skills, capable of delivering complex information clearly and concisely to frontline staff and senior leaders.
• Experience utilising performance and feedback metrics to evaluate training effectiveness and drive continuous program improvement.

Culture & Benefits

• Private Healthcare including dental and opticians services through Vitality.
• Worldwide travel insurance through Vitality.
• 28 days holiday (plus bank holidays).
• Annual Learning and Wellbeing Budget.
• Dog Friendly Offices.
• Free drinks and snacks in our offices.

Hiring process

• Stage 1: 30 minute values and intro call with a Talent Partner.
• Stage 2: 60 minute competency based interview with the Training and Onboarding Manager.