About the role

Aplyr's Quick Take

This role is about designing and delivering training programs for customer support and risk teams at Bluevine. You'll create content and facilitate sessions, making complex topics easy to understand for new hires and existing employees. It's a hands-on, individual contributor role focused on training delivery.

Good fit

This position is ideal for someone with experience in training or instructional design, particularly in customer service environments. A collaborative, engaging style and a passion for teaching are key to thriving here.

Worth noting

The role emphasizes both content creation and live facilitation, which may appeal to those who enjoy dynamic teaching environments. The salary range suggests a competitive pay for the training sector, but the spec lacks detail on specific training tools or methodologies used.

About Bluevine

Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best.

Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed.

We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next?

About the Role:

We are looking for a Trainer II to design and deliver high impact training programs for our Customer Support and Risk teams. This role is responsible for translating business priorities, product updates, and process changes into engaging, practical learning experiences that prepare agents to succeed.

This is a hands-on role focused on both building training programs and leading them in the classroom. The ideal candidate is confident facilitating sessions, creating content, skilled at simplifying complex topics, and passionate about helping others grow.

What You’ll Do:

Design and Build Training Programs:

Develop structured training programs for new hires, upskilling existing employees, and product/process changes.
Translate complex information into clear, practical, and easy to understand content.
Create facilitator guides, presentations, and interactive learning activities.
Ensure training is relevant to real customer interactions and day to day workflows.

Deliver Engaging Training Experiences:

Facilitate live, instructor led training sessions (virtual and/or in-person).
Lead discussions, activities, and roleplays that drive participation and learning.
Adapt delivery style based on audience needs and engagement levels.
Create an environment where learners feel confident, supported and motivated.

Maintain and Improve Training Content:

Update materials as products, tools, and processes evolve.
Refine training based on feedback and observed learning gaps.
Ensure consistency in messaging and quality across programs.

Support Learner Success:

Answer questions and provide guidance during and after training sessions.
Reinforce key skills and concepts to support on the job application.
Help bridge the gap between training and real world performance.

What We’re Looking For:

2+ years of facilitation and content creation and or a combination of operations and training experience.
Experience in training, facilitation, enablement or learning & development.
Strong presentation and facilitation skills with the ability to engage a group.
Ability to break down complex topics into simple, actionable concepts.
Experience creating training materials (slides, guides, activities, etc).
Strong organizational skills and ability to manage multiple programs.
Comfortable working cross-functionality and gathering input from different teams.
A practical, learner focused mindset (always thinking about how content is applied).

What Sets You Apart:

Experience in Customer Support, fintech, banking, or a fast paced operations environment.
Confidence leading interactive sessions, including roleplays and discussions.
Ability to balance structure with adaptability in a live training environment.
Passion for developing others and creating meaningful learning experiences.

New Hire Base Salary Range: $61,900 - $74,100

Benefits & Perks (US Based ONLY)

Excellent health coverage and life insurance benefits
401K with an immediate 3% company match
PTO, Company Holidays, and Flexible Holidays
Company-sponsored Mental Health Benefits, including 1:1 therapy
Over $1,000 each year to spend on your personal wellness
Monthly WFH stipends totaling over $1,000 annually
Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
Access to financial coaches and education sessions
Weekly catered lunches and fully stocked kitchen pantries
Community-based volunteering opportunities

#LI-Hybrid

Skills & Tags

ai product design

Aplyr's read

Bluevine empowers small businesses with innovative financial solutions, attracting professionals passionate about fintech and small business growth.
Synthesized from recent postings & public sources

What's promising

•Focuses on empowering small businesses with accessible financing options.
•Strong growth potential in the fintech sector, especially for small business services.
•Recent hiring in risk management indicates a commitment to secure financial solutions.

What to watch

•Intense competition in the fintech space could impact market share.
•Regulatory challenges in financial services may pose operational risks.
•Dependence on economic conditions affecting small businesses' financial health.

Why Bluevine

•Specializes in providing lines of credit and invoice factoring for small businesses.
•Combines banking services with technology for streamlined financial management.
•Emphasizes risk management with recent roles in fraud and compliance.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Bluevine

Bluevine

bluevine.com

View company

Bluevine is a financial technology company that provides banking services and financing solutions to small businesses, including lines of credit and invoice factoring.