Client Services Learning & Development Manager
Updated on 4/1/2024

501-1,000 employees

Keep Small Business in Business
Company Overview
When we started Melio, we wanted to build more than an efficient Accounts Payable tool. We wanted to build a service that helps small businesses keep up with business. A B2B payments experience that not only saves time but also significantly improves cash flow. A payment workflow so simple it helps businesses focus on their customers, not their back office.

Company Stage

Series D

Total Funding





New York, New York

Growth & Insights

6 month growth


1 year growth


2 year growth

New York, NY, USA
Experience Level
Desired Skills
Customer Service
Customer Success & Support
Customer Education & Training
Customer Success
  • 3+ years of experience of leading a team and managing learning and development in a fast paced environment
  • Strategic thinker that can actualize ideas into actions
  • Experience working in a B2B payments environment is a plus
  • Be able to work cross-functionally and professionally, especially with leadership
  • Excellent verbal and written skills, especially in presenting complex information across many channels and to various audiences
  • Strong attention to detail and advocate for internal teams to ensure trainings are effective and successful
  • Experience in dealing with ambiguity and rapidly shifting priorities
  • Experience working with LMS tools and other tooling that can contribute to the effective enablement of internal teams (Zendesk experience a plus)
  • Passionate about customer service, and improving workflows for internal stakeholders
  • Manage and lead a team, providing effective guidance and fostering a culture of collaboration, innovation, and structured professional development
  • Develop quarterly roadmaps that align with department and company goals and ensure training programs address current skill gaps and contribute to organizational objectives
  • Be a Client Services advocate by maintaining best practices while executing on goals
  • Work collaboratively with Client Services stakeholders to build consensus on initiatives and identify training needs
  • Develop methods to collect data on knowledge gaps within the organization and tailor training programs effectively based on data insights to address specific learning needs
  • Facilitate training sessions using various modalities to accommodate diverse learning styles and follow through with data analysis to ensure the effectiveness of training programs
  • Optimize the functionality of LMS tools to ensure the efficient delivery of training initiatives
  • Demonstrate an agile mindset, adapting strategies and programs to respond effectively to changing organizational needs and remain flexible in learning and development approaches
  • Track projects for all learning and development and ensure timely and successful implementation
  • Demonstrate an agile mindset by showcasing your ability to iterate, build minimum viable “products” and respond effectively to changing organizational needs
  • Take on initiatives with little structure and build out a cohesive plan for successful implementations
  • Effectively manage change, ensuring changes are communicated transparently and facilitate smooth transitions in learning processes