Instructional Designer, Specialist

Posted 6 Days Ago
Be an Early Applicant
New York, NY
Hybrid
80K-90K Annually
Junior
Fintech • Payments • Professional Services • Software • Financial Services
Melio is a B2B payments platform that is building the infrastructure for moving money between businesses.
The Role
The Instructional Designer will design and develop creative training approaches focusing on payment operations and customer experience. This role will involve collaboration with various teams to align training programs with organizational goals, manage training content, gather feedback for continuous improvement, and oversee the Learning Management System.
Summary Generated by Built In

Instructional Designer, Specialist
Location: Hybrid in New York City

Qualifications:

  • Bachelor's degree in Instructional Design, Liberal Arts, Business Administration, Education, or a related field required.
  • 2-3 years of experience in instructional design or learning and development roles required.
  • Preferred experience in educating on sales skills and customer-centric methodologies (e.g., Sandler, MEDDPIC, Challenger, Value Selling).
  • Experience in the B2B Payments space is preferred.
  • Highly organized self-starter with exceptional attention to detail and an analytical mindset capable of driving measurable change through data.
  • Proficient in using diverse learning modalities, including virtual instructor-led training, eLearning creation, video scripting, and live sessions.
  • Experience developing learning solutions to address technical skill gaps in emerging and disruptive technologies.
  • Proven ability to work cross-functionally and adapt in fast-changing environments, with experience managing ambiguity and shifting priorities. Project management experience or willingness to develop PM skills, with a focus on agile methodologies, is a plus.

A day in the life and how you’ll make an impact:

  • Design and develop creative, forward-thinking learning approaches focused on payment operations, go-to-market teams, and customer experience. Collaborate with subject matter experts, leadership, Sales, and Customer Success teams to ensure training programs align with organizational goals and effectively address product rollouts, competitive landscape knowledge, and customer support needs.
  • Collaborate with central L&D teams, HR leaders, and internal stakeholders to deliver best-in-class learning solutions that engage employees and build critical capabilities for success in the fast-paced fintech environment.
  • Regularly update and maintain training content to ensure accuracy and relevance. Partner closely with the Internal Knowledge Base (IKB) team to revise and update internal knowledge base articles, ensuring alignment with the latest product features, processes, and best practices. Work collaboratively to streamline content delivery and ensure consistency across all learning platforms.
  • Manage projects from inception to completion, tracking and reporting progress to the team, partners, and leadership. Present findings and ensure effective communication of updates and action items.
  • Gather and incorporate feedback from learners to continuously improve training content and delivery, ensuring alignment with organizational goals.
  • Manage and oversee the Learning Management System (LMS), ensuring its effective operation, maintenance, and optimization. 
  • Act as a Customer Facing Team (CFT) advocate by adhering to best practices while executing on established goals.

About the team:

The Client Services Instructional Designer, as part of the Knowledge Management team, will leverage strong problem-solving, relationship-building, and project management skills to design effective and engaging learning solutions.

This is a pivotal role within our department, focused on identifying training needs, designing engaging learning solutions, and facilitating impactful experiences that drive the professional growth of our employees. As an Instructional Designer, you will partner with Client Services and Go-to-Market teams to ensure alignment with business goals and client interactions. This role collaborates cross-functionally with Product, Operations, Marketing, Sales, and other key departments to deliver best-in-class training on areas like product feature rollouts, competitive landscape knowledge, and customer experience.

About Melio USA: 

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
    • The annual base salary range for this position is $80,000 - $90,000. 
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. 
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. 
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. 
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. 

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Top Skills

Instructional Design
The Company
New York, NY
580 Employees
Hybrid Workplace
Year Founded: 2018

What We Do

When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction is simple and seamless. We’re proud to help our growing community of businesses spend more time with their customers—and less time with their books.

Why Work With Us

Our culture and people are our top priorities. We champion a team that fosters DEI in all aspects. Our #TeaMelio is made up of hardworking go-getters, and we love to celebrate the successes of our team. and the continued success of our growing company! Melio fosters collaboration and transparency both internally and externally.

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