Training and Enablement Specialist

Summary Join Aperia Solutions, a leader in SaaS solutions for the Payments and Compliance industries. Aperia is a Texas-based fintech and managed consultancy firm that creates custom SaaS applications and other software-based solutions for the payments, banking, and processing industry. Founded in 1999, Aperia offers business intelligence, risk management, compliance, and customer intelligence platforms. With offices in Dallas, Washington DC, and Vietnam, Aperia is a fast-paced, global organization that strives to improve efficiency in compliance, risk, and customer service operations. Aperia's clients include banks, processors, payment facilitators, merchant service providers, independent sales organizations, and government entities. A career at Aperia promises a great challenge, culture, and opportunities to forge your own path. About the Role We are consolidating our merchant onboarding and servicing operations onto a unified Salesforce platform. The Training & Enablement Specialist will design and deliver role-based learning that prepares our customer-facing teams to operate on the new platform confidently and effectively. This is a builder role - you will not inherit a finished training library. You will work with the CoE, Salesforce Professional Services, and stakeholders across Sales, Operations, Servicing, Onboarding, and Underwriting to create the learning experiences that drive adoption and change. The ideal candidate brings instructional design discipline, genuine customer service experience, and the ability to translate complex Salesforce workflows into persona-specific learning that sticks. What You Will Do Persona-Based Training DesignBuild and maintain training across four primary personas within the Pathways Learning Enablement Framework:Sales: Lead creation, application submission, rate negotiation, equipment ordering.Servicing: Account maintenance, case management, escalation handling,Onboarding / Deployment: File build, order management, fulfillment trackingUnderwriting: Application review, KYC/KYB validation, approval workflowsDevelop multi-modal content for each persona: illustrated walkthroughs, job aids, quick reference guides, e-learning modules, and facilitator guidesAuthor Salesforce Knowledge articles organized by persona so agents can self-serve at the moment of needBuild In-App Guidance walkthroughs that surface contextual help at the record level, reducing reliance on external documentation Customer Experience EnablementDesign onboarding programs that reduce time to first successful transaction and minimize escalations during the pilot windowDevelop service standards, tone guidance, and call calibration frameworks that reinforce training in the flow of workUse quality data, CSAT scores, and case volume to identify friction points and prioritize training updates Facilitation & DeliveryFacilitate live and virtual training sessions across Sales, Operations, and Onboarding cohortsLead persona discovery workshops to surface role-based requirements that inform training designDevelop train-the-trainer materials so functional leads can sustain delivery post-pilot Measurement & Program CoordinationTrack content development milestones against program go-live datesDefine learning objectives tied to measurable KPIs: adoption rate, first-contact resolution, escalation rate, and portal adoptionAdminister content in the LMS (Easygenerator / SuccessFactors) and report completion by persona and cohortIterate on content based on UAT feedback, pilot performance data, and learner assessments What We Are Looking For Required4-6 years in instructional design, training development, or L&D - with at least 2 years in customer service, fintech, payments, or SaaSProven ability to design persona-based training that reflects how specific roles actually work - not generic process documentationExperience building multi-modal content: walkthroughs, e-learning, job aids, knowledge articles, and facilitator guidesWorking knowledge of adult learning theory (ADDIE, SAM, or equivalent)Proficiency with at least one authoring tool - Articulate Storyline / Rise, Easygenerator, or Adobe CaptivateSalesforce experience preferred - familiarity with Leads, Opportunities, Contracts, Cases, or Order ManagementExceptional written communication - able to make a complex, multi-step workflow readable and actionable for a front-line agentConfident facilitator across workshop, discovery, and live training formats PreferredExperience with Salesforce Knowledge, In-App Guidance, or Einstein featuresBackground in payments, merchant services, or financial servicesLMS administration - SuccessFactors, Easygenerator, Cornerstone, or similarExperience supporting a platform migration or system consolidation program Eligibility RequirementsMust be willing to submit to a background investigation and drug test as part of the selection process.This position is not eligible for visa sponsorship. Applicants must have authorization to work in the country without the need for sponsorship. Job Type Full-Time Schedule Monday to Friday Location Jacksonville, FL; Hybrid Benefits Health insuranceHealth savings accountDental insuranceVision insurance401(k) matchingLife insurancePaid time offParental leaveDisability insuranceChildcare assistanceEducation reimbursementFitness membershipVolunteer time off This job description is not intended to be all-inclusive. An employee may also perform other reasonable related business duties as assigned by their immediate supervisor or management. Principals only. Recruiters please don't contact this job poster. DO NOT contact us with unsolicited services or offers.