Lead Instructor, Education Services

Ridgeline•San Ramon, CA

4d•Hybrid

About The Position

Are you a dynamic facilitator who thrives on delivering high-impact training that drives product adoption and elevates the learner experience for customers, partners, and colleagues? Do you enjoy translating complex enterprise workflows into clear, role-based learning experiences that help professionals perform at their best? Are you excited to lead engaging virtual and in-person sessions that empower learners to confidently adopt new technology and workflows? If so, we invite you to be a part of our innovative team. As a Lead Instructor on Ridgeline’s Education Services team, you will deliver high-impact virtual and in-person training for colleagues, customers, and external partner audiences. In this highly visible role, you will influence learner satisfaction, certification outcomes, product adoption, and overall perception of Ridgeline’s people and platform. You will partner closely with cross-functional teams to continuously improve training experiences, translate real-world workflows into effective learning journeys, and ensure learners walk away confident and capable. You’ll also leverage cutting-edge technologies—including AI tools like ChatGPT and Claude Code—to enhance training preparation, synthesize feedback, and improve the overall efficiency and quality of our learning programs. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you. You must be work authorized in the United States without the need for employer sponsorship.

Requirements

4–6+ years of experience delivering instructor-led training for complex, enterprise-grade software products across implementation and steady-state workflows for internal and external audiences
Direct L&D, consulting, and/or customer success experience within the investment management software industry strongly preferred
Strong facilitation skills including time management, discussion leadership, confident Q&A handling, and maintaining learner engagement
Ability to clearly explain complex technical concepts and enterprise workflows to both technical and non-technical audiences
Demonstrated ability to quickly learn new systems and understand workflows across multiple personas and user roles
Professional executive presence suitable for customer-facing and leadership-level delivery environments
Experience using LMS platforms and virtual training tools such as Zoom or webinar platforms
Familiarity with accessibility best practices and inclusive facilitation principles
Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space
Ability to travel up to 10% of the time to facilitate in-person training sessions
Strong aptitude for problem solving and continuous improvement
Excellent written and verbal communication skills
Serious interest in having fun at work

Nice To Haves

Experience contributing to content standards, facilitation playbooks, or learning templates at a team or organizational level
Experience supporting certification programs or structured learning pathways for enterprise software users

Responsibilities

Deliver high-quality instructor-led training in both virtual and in-person environments for employees, partners, and customers aligned with defined learning objectives and business outcomes
Facilitate engaging, inclusive learning sessions that maintain effective pacing, clear takeaways, and comprehension checks while adapting in real time to learner needs
Partner with Customer Experience and cross-functional teams to review and improve presentations, exercises, labs, and facilitation guides using learner feedback and performance metrics
Establish repeatable processes to evaluate session feedback and implement measurable improvements to training outcomes
Contribute facilitator insight to curriculum strategy by supporting course updates, developing train-the-trainer resources, and building grading rubrics for instructor-led activities
Manage LMS activities for blended learning programs including monitoring learner progress, providing assignment feedback, troubleshooting issues, and coordinating class schedules
Leverage collaboration platforms, learning systems, and AI tools responsibly to prepare materials, summarize feedback, and increase training delivery efficiency while maintaining accuracy and quality
Foster a collaborative learning environment grounded in transparency, knowledge sharing, and continuous improvement
Demonstrate ownership of learning outcomes by identifying opportunities to improve training effectiveness and proactively implementing solutions
Build strong relationships with internal teams and external learners to reinforce trust, engagement, and long-term product adoption