Operations Training, Development, and QA Lead

| Austin, TX, USA +1 more | Remote
Employer Provided Salary: 81,000-108,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings.

We're looking for people who share our passion and are driven to tackle challenges, find solutions and make the financial space better for the communities we serve.

Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit. Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most, particularly the 100 million+ Americans who have no or low credit.

We celebrate diversity and are committed to creating an inclusive environment for all employees. To that end, we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

Job Overview:

Self Financial, Inc. is seeking an Operations Training, Development, and QA Lead to join our team in Austin, TX. We are a venture-backed financial services startup dedicated to helping millions of individuals establish and enhance their credit history. Our mission is to provide accessible and affordable tools that empower people to take control of their credit and financial well-being.

As the Operations Training, Development, and QA Lead, you will play a crucial role in creating and implementing comprehensive training programs for our operations teams. This role requires someone with extensive experience in training and development within the finance industry, strong leadership skills, and a passion for driving positive change in the financial space.

What you'll do:

  • Develop and implement comprehensive training programs that align with company goals and objectives for our operations teams, including Bank Operations and Customer Success.
  • Design and deliver engaging and effective training sessions tailored to the needs of different departments.
  • Identify training needs and gaps within operations and develop strategies to address them.
  • Collaborate with subject matter experts across various departments to create relevant and compliant training content.
  • Create training materials such as presentations, job aids, and e-learning modules.
  • Monitor and evaluate the effectiveness of training programs, making improvements as needed.
  • Stay updated with industry trends and best practices in training and development.
  • Manage and support a team of training professionals, providing guidance and coaching as necessary.
  • Conduct QA calibrations to ensure consistency and accuracy in training and operations.
  • Manage onshore QA and Training resources for Quality and training and development activities.
  • Oversee offshore QA and Training resources, ensuring quality and alignment with company standards.
  • Analyze training content and efficacy, making data-driven recommendations for improvement.
  • Establish a QA feedback loop to gather insights and enhance training programs.
  • Report QA data and recommendations to senior management to improve the customer experience.
  • Develop and implement data strategies to enable audience segmentation and personalization within lifecycle programs
  • Lead the digital transformation initiatives related to quality assurance and training processes.
  • Develop and implement QA strategies, policies, and procedures to ensure product quality and customer satisfaction.
  • Collaborate with cross-functional teams to identify areas for improvement and implement automation solutions.
  • Analyze data and metrics to measure the effectiveness of digital transformation efforts and make data-driven decisions.
  • Stay updated with the latest trends and advancements in digital transformation, QA, and training technologies

What we want you to have:

  • Minimum of 5 years of experience in training and development within the finance industry, with at least 2 years in a management role.
  • Strong understanding of adult learning principles, instructional design methodologies, and quality assurance processes.
  • Experience in the fintech or financial services industry is required.
  • Excellent communication, interpersonal, and leadership skills.
  • Proficiency in e-learning authoring tools and learning management systems.
  • Ability to manage multiple projects and deadlines effectively.
  • Strong analytical and problem-solving abilities.


Base salary range: $81,000- $118,000 annually.  Individual pay is based on factors unique to each candidate, including skill set, experience, and other job-related reasons.



Benefits and Perks:

We have the compensation and benefits you expect. But there's one thing that Self Financial can offer that many companies cannot: we can positively change the world, while making a profit. We are a team of Builders, empowering our customers to build their dreams. We have a Do the Right Thing ethos in all that we do, and we hope you value that approach, too. 

Our perks include:

  • Company Equity in the form of RSUs
  • Quarterly performance-based bonuses
  • Generous employer-paid health, vision and dental insurance coverage
  • Flexible vacation policy
  • Educational assistance
  • Free gym membership
  • Casual dress code
  • Team building events and activities
  • Remote work arrangements/ flexible work schedule
  • Paid parental leave 

Self Financial requires all employees hired to successfully pass a background check.

We are an Equal Opportunity Employer.

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Candidate Location Eligibility:
Austin, TX

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An Insider's view of Self Financial

What’s the vibe like in the office?

We are constantly growing and facing new challenges, but everyone works well together. Our company events are always fun and a good way to get to know each other better. We are a very tight-knit group, and I wouldn't have it any other way!

Joanna

Customer Success Team Lead

What projects are you most excited about?

The best part about being at a company at this stage is being able to build data infrastructure and marketing programs from the ground up. I'm most excited to build out our entire retention marketing strategy to drive increased user engagement. We're utilizing a great growth automation system that allows us to do some really cool things.

Tim

Director of User Acquisition

How has your career grown since starting at the company?

Since joining Self, I've had the opportunity to develop my skills in both our frontend and backend repos. I've also learned a lot about working together with stakeholders to create new features or resolve bugs. I definitely feel like a stronger engineer having worked on this team and learning so much from my colleagues about maintainable code.

Kristin

Software Engineer

What is your vision for the company?

Most financial institutions cast aside those considered low-to-moderate income. We help people with fundamental aspects of financial health – building credit, using it wisely and saving money. My goal is to continue building a company of highly talented and collaborative people driven by a mission of helping people achieve financial stability.

Brett

Chief Marketing Officer

How do you collaborate with other teams in the company?

As a fast paced work environment, collaboration is key. It’s great to work with people who are willing to help each other out. If you have a question, it’s as easy as walking to their desk to ask!

Jorge

Compliance Manager

What are Self Financial Perks + Benefits

Self Financial Benefits Overview

We're located in downtown Austin with a direct view of the Capitol! Being in the heart of the action creates an exciting place to grow the company and make a huge impact for our customers.

Culture
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Our remote work program includes work from home full-time remote for specific positions.
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Equity Incentive Plan
Performance bonus
Child Care & Parental Leave
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation + Time Off
Unlimited vacation policy
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Pet friendly
Relocation assistance
We offer relocation assistance to new employees.
Fitness stipend
We offer gym membership for employees.
Onsite gym
Professional Development
Job training & conferences
Self offers employees professional development opportunities like an annual individual budget for training.
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, leadership mentoring.
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications
We offer paid industry certifications for specific positions at Self.

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