Job DescriptionJob Description (1) Learning Program Manager – Customer Success (FinTech SaaS)
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1099 or C2C Contract Details (No W2)
Duration: 6 months (high probability of extension) with a start date of February 2026
40 hrs/week @ $65-$70hr (C2C or 1099), based on experience
100% Remote (U.S. or Canadian candidates only)
9–5pm EST/CST/MST/PST with heavy Slack communication
Laptop Provided
**Portfolio REQUIRED for consideration**
CapeTalent is partnering with a high-growth FinTech SaaS company serving the mid-market business segment. This role owns the Customer Success Manager (CSM) learning path for a complex financial product, supporting customers after implementation throughout the full lifecycle of the relationship.
This is a high-ownership, high-visibility role for a Learning Program Manager who thrives at the intersection of strategy, execution, and business partnership. You will be the strategic liaison between the business and the learning team, translating inbound requests into a clear, prioritized, scalable learning strategy.
This role reports directly to the Staff Program Manager and is intentionally designed for a strong, experienced leader who is comfortable owning decisions, setting boundaries, and bringing structure to complexity. You’ll manage a small team of amazing senior level Instructional Designers.
Why This Role Stands Out
Customer Success Managers act as long-term relationship owners—delivering white-glove, high-touch support to customers using sophisticated financial software. The learning that supports them must be organized, modular, responsive, and strategic.
You will:
Own everything within the CSM learning path
Manage and prioritize incoming training requests from across the business
Decide what gets built, when, and why
Ensure learning modalities work together as a cohesive system—not disconnected assets
This is not a “take orders” role. It’s a program ownership role.
What You’ll Own & LeadLearning Strategy & Program Ownership
Own the end-to-end learning strategy for the Customer Success Manager learning path
Design and maintain a cohesive, scalable learning plan that supports post-implementation customer success
Identify new learning opportunities based on incoming business requests, product updates, learner feedback, and performance data and KPIs
Serve as the single owner for all eLearning and learning assets within the CSM learning path
Ensure assets within the learning path are intentionally structured and connected
Business Intake and Prioritization
Manage all incoming training requests from SMEs, customer success leadership, and leadership meetings and ad hoc asks
Translate raw requests into clear problem statements, defined scope, and recommended learning solutions
Log, track, and manage requests in JIRA, from intake through delivery
Push back when needed—with confidence, clarity, and data
Learning Experience Design & Modalities
Own the mix of learning modalities, ensuring they work together intentionally such as eLearning, ILT and VILT guides, job aids, videos, and reference materials
Partner closely with SMEs to extract the right content not just more content
Ensure learning is practical, role-based, and immediately usable by CSMs
Maintain quality, consistency, and alignment across all learning assets
Learning Operations & Systems Thinking
Organize and manage courses, learner groups, role-based learning paths, and progression logic
Understand how courses, learners, and learning paths connect and ensure the ecosystem functions smoothly
Continuously optimize structure to support scale, clarity, and ease of use
KPIs, Metrics & Continuous Improvement
Define and own learning KPIs and success metrics
Monitor effectiveness using learner feedback, adoption and completion data, and performance insights from the business
Recommend updates and enhancements based on what’s actually happening in the field
Clearly communicate impact, priorities, and trade-offs to leadership
What We’re Looking For
10+ years of experience in learning strategy, instructional design, or learning program management
Proven experience owning complex learning programs in fast-moving, matrixed environments
Strong background supporting mid-market or enterprise customers
Deep comfort managing intake, prioritization, and stakeholder expectations
Strong project management skills; experience using JIRA preferred
Confident decision-maker who can say not now and explain why
Experience in FinTech and/or SaaS environments
Comfortable working remotely with autonomy and accountability
You’ll Thrive Here If You…
Want true ownership, not task intake
Enjoy organizing chaos into strategy
Are comfortable being the point person and decision-maker
Love partnering with SMEs but aren’t afraid to challenge them
Care deeply about customer experience, learner clarity, and business impact
Are ready to step into a visible, trusted leadership role
Education
Bachelor’s degree required. MBA, MPA or equivalent graduate degree preferred.
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