Customer Product Trainer, Content Manager – SaaS, FinTech

Wealth Dynamix

Customer Product Trainer & Content Manager developing resources for customer engagement and product knowledge at a FinTech firm. Ensuring positive experiences with the Client Lifecycle Management solutions.

Posted 7/2/2026full-timeLondon • 🇬🇧 United KingdomJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Develop and maintain articles, FAQs, and guides to support customers in using our products, with a focus on new features and system updates.
Encourage customers to contribute to the community by sharing their questions, challenges, and ideas for new features.
Serve as a community moderator, ensuring content adheres to company guidelines and policies while fostering a positive and helpful environment.
Work closely with customers to collect feedback and ideas for new product features that can improve their experience with the CLMi product.
Design and deliver live customer training sessions during implementations, both on-site and virtually, in collaboration with Customer Success Managers.
Create structured training agendas and tailored learning journeys aligned to client use cases, roles, and maturity levels.
Develop customised training materials and guides to support full-day or multi-session training workshops.
Facilitate interactive training sessions that drive product adoption, confidence, and long-term customer success.
Build and maintain comprehensive user guides that help both new and experienced users understand and leverage the CLMi product’s features.
Develop training plans for super users, enabling them to get certified and gain deep knowledge of our product before its release to the wider customer base.
Create engaging and informative training videos to explain product features and best practices.
Contribute to the creation of certifications for CLMi users and an awards program to recognize top contributors and product advocates in the community.
Promote the use of the CLMi knowledge base to both customers and internal stakeholders, ensuring everyone is well-informed on product functionality and updates.
Act as a product advocate, helping users maximize the value they gain from the CLMi platform by delivering top-notch educational content and resources.

Requirements

What you’ll need

2-3 years’ experience in a SaaS environment, preferably in customer success or a customer-facing role.
Prior experience contributing to or managing a software community, including content creation and moderation.
Understanding of product-driven environments where identifying and solving customer issues is essential.
Outstanding written and verbal communication skills to create clear, concise, and engaging content for different audiences.
Experience in creating training materials, including videos, guides, and user certification programs, to help customers understand complex software features.
Ability to build strong relationships with customers and internal teams, ensuring trust, credibility, and a customer-first approach in all interactions.
A proactive mindset, constantly seeking to tackle new challenges, identify customer needs, and provide innovative solutions.
Excellent problem-solving and critical-thinking skills, able to filter through noise and focus on meaningful improvements.
Ability to self-reflect, learn from challenges, and continuously improve both individual and team performance.
Experience delivering live customer training sessions (virtual and/or on-site), including the creation of tailored agendas, training guides, and implementation-focused learning content (Desirable).
Familiarity with Zendesk or similar customer support / knowledge base platforms for publishing training content and release notes (Desirable).
Strong PowerPoint skills, with the ability to create polished, customer-ready training presentations (Desirable).
Industry Knowledge: An interest or background in FinTech, Wealth Management, or the financial services industry is a plus (Desirable).

Benefits

Comp & perks

This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
You will work on a 100% cloud-only SaaS product, based on Azure and leveraging latest web technologies such as Kubernetes, using the near latest version of DotNet Core (5.0).
With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development.
You will have the flexibility to work from home, in the office or remotely.

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Hard Skills & Tools

Training Material DevelopmentUser Certification ProgramsVideo CreationTraining Agenda DesignProduct Advocacy

Soft Skills

Relationship BuildingProactive MindsetProblem-SolvingCritical ThinkingSelf-Reflection