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Senior Ongoing Due Diligence L&D Specialist

Senior Ongoing Due Diligence L&D Specialist

MercurySan Francisco, CA, United States
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Overview

San Francisco, CA, New York, NY, Portland, OR, or Remote within Canada or United States

Mercury is building a complete finance stack for startups and small businesses. We are looking for a strategic and detail-oriented Learning & Development Specialist to join our Enablement team—comprising Quality Control (QC) and Learning & Development (L&D)—to drive scalable training and knowledge initiatives for both business and personal banking operations. This role focuses on creating structured learning experiences rooted in instructional design theory, ensuring consistent and high-quality training across internal teams and BPO partners. You will be responsible for end-to-end learning program design, creating and tracking learning KPIs, and curating and managing knowledge critical to risk-based processes.

The ideal candidate is passionate about enabling others, has a strong foundation in instructional design, subject matter expertise in knowledge management, and a systems-driven mindset for delivering learning at scale.

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A, and Evolve Bank & Trust; Members FDIC.

Responsibilities

  • Apply evidence-based instructional design practices to develop and deliver role-specific training programs across business and personal banking operations
  • Ensure training parity across internal teams and BPO partners, enabling consistent, compliant, and high-quality learning experiences
  • Create and maintain scalable, modular learning content, including interactive e-learnings, SOPs, facilitator guides, and assessments
  • Collaborate with cross-functional stakeholders to understand workflows and translate them into effective learning and reference materials
  • Own and evolve the knowledge management system to ensure operational teams have easy access to current, accurate information in support of risk-sensitive tasks
  • Audit training and documentation regularly to identify outdated content and update materials based on product, policy, or process changes
  • Partner with QC team members to close performance gaps through targeted learning interventions informed by quality data
  • Design feedback loops and evaluation strategies to measure training effectiveness and drive continuous improvement

Qualifications

  • 3+ years of experience in L&D, instructional design, or enablement, ideally in a regulated or high-risk environment
  • Deep familiarity with instructional design models (e.g., ADDIE) and adult learning theory; skilled in building learning experiences for a variety of modalities
  • Experience supporting BPO teams or remote vendor operations with consistent training programs and tools
  • Structured thinker with a passion for clear, accessible documentation and knowledge systems (e.g., Notion, Guru), and subject matter expertise in change management with SOPs
  • Ability to thrive in fast-paced, ambiguous environments and proactively identify gaps, inconsistencies, or inefficiencies in training and documentation
  • Curiosity about the U.S. banking system and motivation to build solutions that support compliance, accuracy, and operational excellence
  • The total rewards package at Mercury includes base salary, equity (stock options), and benefits. Our salary and equity ranges are competitive within the SaaS and fintech industry and updated using reliable compensation data. New hire offers are based on experience, expertise, geographic location, and internal pay equity relative to peers.

    Equal Employment Opportunity : Mercury values diversity and belonging. All individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We provide reasonable accommodations during the recruitment process for applicants with disabilities or special needs. If you need assistance, please contact your recruiter.

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    Senior Due Diligence • San Francisco, CA, United States

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