Job Description

About Bluevine

Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best.



Since 2013, we've supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed.



We're innovators driven by big ideas, collaboration, and real impact. Here, you'll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what's next?

ABOUT THE ROLE:

The Customer Support Operations Trainer will be responsible for designing, delivering, and continuously improving training programs that enable Customer Support teams in India to deliver high-quality, compliant, and customer-centric support. This role will play a critical part in new hire onboarding and foundational skill development, with an initial focus on Business English, soft skills, and U.S. banking and regulatory knowledge.



The trainer will partner closely with Customer Support leadership, Quality Assurance, and Operations teams to ensure training content aligns with business needs, customer experience standards, and Bluevine's product and regulatory requirements.

WHAT YOU'LL DO:

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Training Design & Content Development

Design and develop training content for:


Instructor-led training (ILT)
+
Learning Management Systems (LMS)
+

Team huddles and refresher sessions
+
Create structured onboarding programs for new hires, with a strong emphasis on early ramp and readiness.

Develop and deliver training focused on:

US Business English and professional communication
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Customer service soft skills
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U.S. banking concepts and regulatory fundamentals
+

Bluevine products, tools, policies, and workflows
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Maintain and update training materials based on product changes, process updates, and performance insights.

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Training Delivery & Facilitation

Facilitate training sessions both

in-person and virtually

, adapting delivery style to audience needs.
Lead new hire training programs and support ongoing training initiatives as the program matures.

Ensure training sessions are engaging, practical, and aligned with real customer scenarios.

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Quality, Coaching & Continuous Improvement

Conduct Quality Assurance (QA) evaluations to assess customer interactions and identify skill gaps.


Partner with QA and Support leaders to translate performance insights into targeted training and coaching.

Provide coaching and feedback to support team members to improve customer experience outcomes.

Gather feedback from trainees, managers, and stakeholders to continuously refine training content and delivery.

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Stakeholder Partnership & Enablement

Collaborate with Customer Support, Operations, QA, and Product teams to ensure training aligns with business priorities.


Support change management efforts by enabling teams through new processes, tools, and product releases.
Contribute to a scalable training framework that supports team growth over time.



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WHAT WE LOOK FOR:

Minimum of 5+ years of experience delivering training in a Customer Support, Operations, or Contact Center environment.


Strong facilitation skills, with experience leading both in-person and virtual training sessions.

Excellent written and verbal communication skills in English, with the ability to teach Business English concepts.

Understanding of customer service fundamentals, soft skills, and quality standards.

Ability to translate complex processes or regulatory concepts into clear, learner-friendly content.

Strong stakeholder management skills and comfort working cross-functionally.

Experience supporting or training teams serving U.S.-based customers.

Familiarity with U.S. banking, financial services, or regulated environments.

Experience working with LMS platforms and instructional design best practices.
Background in QA, coaching, or performance improvement programs.

Benefits & Perks

Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth * Community-based volunteering opportunities