Lead the Way to Intelligent Banking with Us!

You might not think about what happens behind the scenes when you check your bank balance or deposit a check from your phone, but we do. Every day.

Kinective empowers banks and credit unions to move beyond keeping up with technology to shaping the future of banking. Our platform seamlessly connects the right tools, delivers real-time data, and drives smarter operations for more than 4,000 financial institutions nationwide. We are a fast-growing team built on individual ownership, company-wide collaboration, and setting industry-leading standards. Here, new ideas are encouraged, candid feedback is welcomed, and your growth truly matters as much as the company’s. At Kinective, we are leading the way to intelligent banking together and enjoying the journey along the way.

Why This Role Matters

This is a builder role — and we mean that in the best way.

The Client Experience Training Program Manager owns the full spectrum of how our Client Experience organization learns, practices, and stays sharp. You will replace “learn by osmosis” with a structured, repeatable program that accelerates ramp time, increases confidence, and raises the quality bar across every customer interaction.

This isn’t a “design a training strategy and hand it off” role. You’ll be the architect and the executor — building the frameworks, running live sessions, coaching through real practice, introducing tools (including AI), and iterating based on what’s actually working. If you love turning ambiguity into structure and get energized by watching people build real competency, this role was written for you.

What you’ll own

Scalable New Hire Orientation

• Design and launch a structured new hire orientation program for the Client Experience organization, replacing on-the-job training with a scalable, repeatable approach
• Build a clear ramp path that includes milestones, readiness checks, and “go-live” criteria

Product Certification & Cross-Training

• Build and administer a product certification program spanning 4–6 product lines
• Create certification levels, criteria, assessments, and recertification expectations in partnership with internal SMEs and team leads
• Enable Implementation and Program team members to cross-train and flex across the business with confidence

Weekly Practice, Coaching, and Skill Building

• Facilitate weekly practice calls where team members work through real scenarios, sharpen client communication skills, and receive structured feedback
• Build repeatable practice formats (role plays, scenario walk-throughs, “what would you do next?” drills) that improve both skill and confidence

Systems & Tool Readiness

• Deliver hands-on systems and tooling training so team members are proficient before they go live with customers
• Maintain training content and job aids in partnership with Product and delivery teams to ensure accuracy as our product suite evolves

AI Adoption & Enablement (Change Management Included)

• Partner with leadership to drive AI tool adoption across the Client Experience organization
• Identify high-value use cases, build comfort with new workflows, create simple training pathways, and track uptake over time
• Turn “AI interest” into consistent, measurable usage that improves productivity and quality

Measurement, Reporting, and Continuous Improvement

• Track and report training effectiveness, certification completion, tool adoption, and readiness
• Identify skill gaps proactively and build programming to close them before they become performance issues
• Lay the groundwork for a program that can scale beyond Client Experience over time

How We’ll Measure Success

• New hires ramp faster with clear readiness standards and stronger early performance
• Certification program adoption is high and completion rates remain healthy across product lines
• Practice calls consistently improve communication quality and scenario handling (not just attendance)
• Tool and AI adoption increases over time and results in observable workflow improvements
• Stakeholders view training as accurate, practical, and clearly tied to real work outcomes
• Training content stays current as products, processes, and tools evolve

Success here isn’t about checking boxes – it’s about propelling Kinective’s mission to lead the way to intelligent banking. You must bring excellence to your craft, balance resourcefulness with respect, share and celebrate unique expertise and diverse perspectives, and continuously raise the bar as we innovate and grow.

Necessary Qualifications & Competencies

• Bachelor’s degree in Instructional Design, Organizational Development, Education, or a related field
• 3+ years of experience in learning & development, enablement, or instructional design — with a track record of both building and delivering programs
• Demonstrated ability to design certifications, assessments, or structured competency frameworks
• Experience working in a SaaS or technology environment
• Experience with LMS platforms or certification tooling
• Strong facilitation presence: confident running live practice sessions, coaching, and hands-on training
• Strong change management instincts: able to drive adoption and behavior change, not just publish content
• Ability to translate complex product/process knowledge into clear, learnable training that sticks
• Strong measurement mindset: track completion, competency, adoption, and impact (not just activity)

Preferred Qualifications

• Background in or exposure to fintech, financial services, or similarly complex B2B SaaS environments
• Experience supporting client-facing teams (implementation, project management, customer success, support)
• Experience working in a private equity-backed environment

Pay, Benefits & Total Rewards

$85,000 – $100,000

The salary range listed reflects the minimum and maximum for this role. Individual compensation is based on experience, qualifications, job-related skills, location, and internal equity, and most offers are not made at the top of the range.

Base pay is one part of Kinective’s Total Rewards package. Depending on the role, employees may also be eligible for bonuses, commissions, or equity. All employees have access to a competitive benefits package designed to support health, well-being, and financial security, including:

• Comprehensive health coverage (medical, dental, vision, prescriptions, life & disability)
• Flexible PTO, 11 company holidays, and generous parental and caregiver leave
• An immediately vested 401(k) with company contributions
• Wellness resources and professional development opportunities

If you’ve made it this far, we’d love to hear from you. Click Apply to start the conversation, even if you’re not sure you check every box. Learn more about Kinective at www.kinective.io.

Please note that this role does not currently offer sponsorship opportunities.