Exceptional People + Purpose Beyond Profit = Watershed Outcomes

Exceptional People + Purpose Beyond Profit = Watershed Outcomes

Learning & Development Manager



Sales & Business Development
New York, NY, USA
Posted on Thursday, February 22, 2024

Client Services Learning & Development Manager
Location: NYC (3-day in-office requirement)

The Client Services Learning and Development Manager operates within the Knowledge Management team, has exceptional leadership skills, and a proven ability to drive learning strategies forward.

This is a pivotal role within our department that will shape our organization’s learning culture, and fosters continuous growth and development with the organization. You will manage and oversee a team of L&D Specialists, steering department and company goals forward. The L&D Manager will work collaboratively with all Client Services, Product, Operations, Marketing, and other partners to ensure you are enabling the Client Services department effectively for onboarding, product updates, soft skills training and process changes.


  • 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.

A day in the life and how you’ll make an impact:

  • 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.
  • Optimizes 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.

About Melio USA:

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
    • The annual base salary range for this position is $100K- $110K.
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!).