Documentation and Training Analyst
Core
Create integrated learning and documentation packages by converting approved future-state designs, business rules, and controls into usable procedures and training assets for transformed business processes.
Role type
Senior Instructional Designer and Technical Writer (Business Transformation)
Builds
End-to-end procedures, standard operating procedures, job aids, e-learning content, facilitator guides, and performance-support tools.
Domain
Financial services operations and technology transformation
Required skills
Instructional design, technical writing, business analysis, facilitation, document control, agile environment management, stakeholder management, process mapping, content validation
Preferred skills
Financial services operations experience, Salesforce, workflow automation, AI-enabled change management, adult learning theory, Lean/continuous improvement
Technologies
Salesforce, AI tools (for drafting/analysis), e-learning platforms
Responsibilities
Develop and maintain end-to-end procedures and job aids for transformed processes; Conduct learning-needs analysis and develop role-based curricula and digital/blended learning content; Partner with Change Management to align training with stakeholder impacts and release timing; Validate procedure accuracy with SMEs and Product Owners; Manage version control and traceability from documentation to release artifacts; Support UAT and production-readiness by updating documentation based on process clarifications.
