Documentation and Training Specialist

Role: Documentation and Training Specialist

Location: (Hybrid)

Reports To: Chief Experience Officer

The Documentation & Training Specialist is responsible for creating, maintaining, and improving internal and external documentation, training materials, and educational resources that support employees, clients, and partners. This role ensures our teams are equipped with accurate, up-to-date information and that our clients can confidently navigate our platform and processes.

This position requires strong communication skills, exceptional attention to detail, and the ability to translate complex concepts into clear, user-friendly content.

What You’ll Be Doing

Documentation

• Develop, edit, and maintain internal documentation, SOPs, process guides, and knowledge-base articles.
• Collaborate with subject matter experts across product, operations, compliance, and client success to ensure accuracy and clarity.
• Own version control and documentation updates as products, features, or workflows evolve.
• Create client-facing educational content, including platform guides, FAQs, release notes, and troubleshooting resources.
  
  

Training

• Design and deliver training materials (slides, video scripts, manuals) for new hires and ongoing team education.
• Coordinate and support training sessions across various teams (CSM, operations, support, sales).
• Assist in the development of e-learning modules, onboarding programs, and certification paths.
• Evaluate training effectiveness and update materials based on feedback and industry changes.
  
  

Cross-Functional Collaboration

• Partner with Product and Marketing on communication around new features, updates, and system changes.
• Work with leadership to identify documentation or training gaps and implement solutions.
• Support managers by ensuring teams have consistent, accurate, and updated enablement resources.
  
  

What You Bring

• 2 years in a documentation, training, knowledge-management, or instructional design role.
• Exceptional writing, editing, and communication skills.
• Proven ability to translate technical or complex topics into clear, accessible content.
• Strong organizational skills and attention to detail.
• Experience with documentation or knowledge-base tools (e.g., Confluence, Notion, Zendesk, Google Workspace).
• Ability to manage multiple projects and deadlines in a fast-paced environment.
  
  

Preferred Qualifications

• Experience at a SaaS or fintech company.
• Familiarity with 401(k), financial services, or payroll/HR workflows.
• Experience with LMS platforms or e-learning development.
• Basic design skills (Canva, Figma, or similar) for creating clean and professional materials.
  
  

Job Type: Full-time

Location: United States

Why 401GO?

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work-life balance.
• A fully stocked kitchen when you’re in the office.
  
  

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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