Similar Jobs at Beyond Finance
At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 300,000 clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
The Role
The Client Success Training Specialist is responsible for the training and development needs of our staff. This role is responsible for the evaluation of trainees for effectiveness of training and individual employee growth. We are seeking an individual that has a passion for mentoring and teaching others. The Client Success Training Specialist must be highly organized, analytical and proficient with a variety of technologies.
Essential Functions
- Conducts training sessions covering specified areas such as new-hire training, on-the job training and refresher training.
- Coordinates training schedules with the hiring and training demands of new hires.
- Tests trainees to measure progress and to evaluate effectiveness of training.
- Reports on progress of employees under guidance during training periods.
- Identifies employee knowledge, skills, and abilities.
- Helps to foster an environment of continuous improvement, innovation, and teamwork by increasing team efficiency and enhancing work quality.
- Build rapport and establish great working relationships with the training team and leadership teams across the organization.
Required Skills & Abilities
- Proven ability to work in a fast-paced environment with multiple priorities that requires strong project management and decision-making capabilities.
- Ability to identify areas of opportunity and execute on resources or training opportunities.
- Effective and professional communication.
- Excellent follow-up skills with the ability to follow-through to completion.
- Organized with the ability to prioritize multiple tasks and projects simultaneously, demonstrating a sense of urgency.
- Ability to prioritize tasks, evaluate impact, and be solutions oriented with proactive thinking.
Additional Details
- This position requires a schedule of 9am-5pm CST to support traditional training hours when assigned to a new hire class. Hours may be flexible if the trainer is not supporting a new hire class.
- This is a salaried role and additional hours may be required outside of the standard training hours to allow for preparation of training materials
#LI-LB2
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
