Training and Enablement Specialist

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.

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.

• Build and maintain training across four primary personas within the Pathways Learning Enablement Framework:
• Servicing: Account maintenance, case management, escalation handling,
• Underwriting: Application review, KYC/KYB validation, approval workflows
• Develop multi‑modal content for each persona: illustrated walkthroughs, job aids, quick reference guides, e‑learning modules, and facilitator guides
• Author Salesforce Knowledge articles organized by persona so agents can self‑serve at the moment of need
• Build In‑App Guidance walkthroughs that surface contextual help at the record level, reducing reliance on external documentation

• Design onboarding programs that reduce time to first successful transaction and minimize escalations during the pilot window
• Develop service standards, tone guidance, and call calibration frameworks that reinforce training in the flow of work
• Use quality data, CSAT scores, and case volume to identify friction points and prioritize training updates

• Facilitate live and virtual training sessions across Sales, Operations, and Onboarding cohorts
• Lead persona discovery workshops to surface role‑based requirements that inform training design
• Develop train‑the‑trainer materials so functional leads can sustain delivery post‑pilot

• Define learning objectives tied to measurable KPIs: adoption rate, first‑contact resolution, escalation rate, and portal adoption
• Administer content in the LMS (Easygenerator / Success Factors) and report completion by persona and cohort
• Iterate on content based on UAT feedback, pilot performance data, and learner assessments

• 4–6 years in instructional design, training development, or L&D — with at least 2 years in customer service, fintech, payments, or SaaS
• Proven ability to design persona‑based training that reflects how specific roles actually work — not generic process documentation
• Experience building multi‑modal content: walkthroughs, e‑learning, job aids, knowledge articles, and facilitator guides
• Working knowledge of adult learning theory (ADDIE, SAM, or equivalent)
• Proficiency with at least one authoring tool — Articulate Storyline / Rise, Easygenerator, or Adobe Captivate
• Salesforce experience preferred — familiarity with Leads, Opportunities, Contracts, Cases, or Order Management
• Exceptional written communication — able to make a complex, multi‑step workflow readable and actionable for a front‑line agent
• Confiden…