Product Trainer - Associate

iCapital•Salt Lake, UT
•Hybrid

About The Position

iCapital is seeking an Associate Product Trainer to support product adoption and utilization by educating customers, partners, and employees. The role collaborates with Sales Leadership, Product Management, Product Marketing, and technical subject matter experts to demonstrate how software features and functionality address business needs. The team aims to increase product utilization by explaining iCapital software features and how its products can solve business needs. The trainer delivers onsite and virtual instruction, develops and maintains training programs and materials, and creates and records product education content. The position also translates complex technical concepts into clear language, partners with Sales and Product Management to identify training needs and coordinate sessions, tracks participant progress, and evaluates training effectiveness, product utilization, and end-user satisfaction. The role supports sales and marketing initiatives and may require travel up to 10% of the time. The position can be based in the greater Des Moines, Iowa, area, or the greater Salt Lake City, Utah, area. Employees in this role work in the office Monday through Thursday, with the flexibility to work remotely on Friday.

Requirements

  • At least 3 years of corporate adult training experience, including proprietary software application training, instructional design for software applications, technical training, and adult learning theories and practices.
  • Experience working in the annuities or life insurance industry.
  • Strong verbal and written communication, training, presentation, and professional public-speaking skills.
  • Experience delivering onsite and web-based training in instructor-led training (ILT) and virtual instructor-led training (vILT) environments to individuals and groups with varying computer skills and educational levels.
  • Strong computer and software skills, including experience with virtual training and collaboration tools and LMS administration and maintenance.
  • Strong analytical and problem-solving skills, including the ability to quickly understand requirements, identify issues during software training, and develop timely solutions through education and training materials.
  • Strong work ethic and commitment to quality, with a disciplined, organized, and methodical approach to projects and tasks and strong attention to detail.
  • Ability to work independently or collaboratively within a team environment.
  • Ability to teach targeted skills and a strong commitment and drive to support participant success.
  • Willingness and ability to travel for business purposes up to 10%.

Responsibilities

  • Coordinate and deliver structured, high-quality instructor-led onsite and virtual training sessions for customers, partners, and employees.
  • Develop, update, and maintain job- and product-specific training modules, programs, courses, certification materials, and curricula aligned with audience needs, business priorities, product lines, and current management strategies.
  • Design, develop, and record product education content, including video and technical training materials, and maintain training content in the Learning Management System (LMS).
  • Communicate product functionality and translate complex technical concepts into clear, understandable terms, adapting technical information and materials to support sales efforts and end-user needs.
  • Partner with Sales and Product Management to identify ongoing training needs, coordinate schedules, and develop and deliver regularly scheduled training sessions.
  • Monitor and document participant progress, skill levels, and competencies through observation and assessments, and identify opportunities to improve training programs and workforce processes.
  • Establish evaluation methods and Key Performance Indicators (KPIs) to measure training effectiveness, product utilization, and end-user satisfaction.
  • Serve as a central point of contact for training needs and identify opportunities to enhance training programs and processes.
  • Support sales and marketing initiatives through business travel, potentially up to 10% of the time.

Benefits

  • Compensation package includes salary, equity for all full-time employees, and an annual performance bonus.
  • Employer-matched retirement plan.
  • Subsidized healthcare, including 100% employer-paid dental and vision coverage.
  • Telemedicine and virtual mental health counseling.
  • Parental leave.
  • Unlimited paid time off (PTO).
  • Flexibility to work remotely on Fridays.
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