SoFi
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Technical Training Manager
role at
SoFi .
Base pay range $99,200.00/yr - $186,000.00/yr
Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next‑generation financial services company and national bank using innovative, mobile‑first technology to help our millions of members reach their goals.
The role Manager, Training Support (Agent Nesting) – responsible for the leadership, design, and execution of the Agent Nesting Program, a critical post‑new hire training environment within SoFi’s Operational Member Experience organization. You will manage the team of Training Support Specialists who provide dedicated, hands‑on coaching and support to new agents, ensuring they transition successfully from classroom to production.
What you’ll do
Program Management: Collaborate to develop, implement, and manage all aspects of the Agent Nesting Program (structure, schedule, content, and agent‑to‑specialist assignment).
Team Leadership: Hire, train, and mentor a team of Training Support Specialists, ensuring expert knowledge of SoFi products and processes.
Performance & Data Analysis: Apply a data‑focused approach to monitor nesting effectiveness, track key KPIs, and ensure agents graduate to production on target.
Content Curation: Work with Instructional Design, Training, and Operations Leadership to develop and maintain specialized training materials and knowledge resources.
Stakeholder Collaboration: Serve as the key liaison between Learning & Delivery and Production Operations, facilitating smooth transitions and performance alignment.
Quality & Coaching: Oversee coaching standards, ensuring consistent, effective models to improve agent skills and adherence to quality.
Reporting: Communicate program status, agent progress, performance data, and opportunities to senior management and stakeholders.
What you’ll need
Bachelor’s degree in management, training, education, or related field (Master’s preferred).
Minimum five years of experience in corporate training, coaching, operations, or call center environment, including supervisory roles.
Minimum three years of direct experience managing a post‑training/nesting/incubation program or dedicated coaching team.
Subject matter expertise in financial services/SoFi products and complex operational processes.
Expertise in one‑on‑one coaching methodologies and performance‑based feedback models.
Strong analytical skills with ability to interpret performance data and translate insights into actionable improvements.
Excellent interpersonal, presentation, written, and verbal communication skills.
Sound understanding of adult learning techniques and instructional design principles.
Project management experience, including managing multiple concurrent workstreams.
Ability to build strong relationships at all organizational levels.
Ability to work with a flexible schedule in a fast‑paced, ever‑changing environment.
Availability to travel to domestic and international call centers as needed.
Compensation and Benefits The base pay range for this role is listed above. Final base pay offer will be determined based on individual factors such as experience, skills, and location. To view our comprehensive benefits, visit the Benefits page.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender identity, national origin, age, disability, marital status, sexual orientation, military status, and other protected characteristics. The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights.
SoFi is committed to an inclusive culture and offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
If you are a current employee, please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Seniority level Not Applicable
Employment type Full‑time
Job function Human Resources
#J-18808-Ljbffr
Technical Training Manager
role at
SoFi .
Base pay range $99,200.00/yr - $186,000.00/yr
Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next‑generation financial services company and national bank using innovative, mobile‑first technology to help our millions of members reach their goals.
The role Manager, Training Support (Agent Nesting) – responsible for the leadership, design, and execution of the Agent Nesting Program, a critical post‑new hire training environment within SoFi’s Operational Member Experience organization. You will manage the team of Training Support Specialists who provide dedicated, hands‑on coaching and support to new agents, ensuring they transition successfully from classroom to production.
What you’ll do
Program Management: Collaborate to develop, implement, and manage all aspects of the Agent Nesting Program (structure, schedule, content, and agent‑to‑specialist assignment).
Team Leadership: Hire, train, and mentor a team of Training Support Specialists, ensuring expert knowledge of SoFi products and processes.
Performance & Data Analysis: Apply a data‑focused approach to monitor nesting effectiveness, track key KPIs, and ensure agents graduate to production on target.
Content Curation: Work with Instructional Design, Training, and Operations Leadership to develop and maintain specialized training materials and knowledge resources.
Stakeholder Collaboration: Serve as the key liaison between Learning & Delivery and Production Operations, facilitating smooth transitions and performance alignment.
Quality & Coaching: Oversee coaching standards, ensuring consistent, effective models to improve agent skills and adherence to quality.
Reporting: Communicate program status, agent progress, performance data, and opportunities to senior management and stakeholders.
What you’ll need
Bachelor’s degree in management, training, education, or related field (Master’s preferred).
Minimum five years of experience in corporate training, coaching, operations, or call center environment, including supervisory roles.
Minimum three years of direct experience managing a post‑training/nesting/incubation program or dedicated coaching team.
Subject matter expertise in financial services/SoFi products and complex operational processes.
Expertise in one‑on‑one coaching methodologies and performance‑based feedback models.
Strong analytical skills with ability to interpret performance data and translate insights into actionable improvements.
Excellent interpersonal, presentation, written, and verbal communication skills.
Sound understanding of adult learning techniques and instructional design principles.
Project management experience, including managing multiple concurrent workstreams.
Ability to build strong relationships at all organizational levels.
Ability to work with a flexible schedule in a fast‑paced, ever‑changing environment.
Availability to travel to domestic and international call centers as needed.
Compensation and Benefits The base pay range for this role is listed above. Final base pay offer will be determined based on individual factors such as experience, skills, and location. To view our comprehensive benefits, visit the Benefits page.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender identity, national origin, age, disability, marital status, sexual orientation, military status, and other protected characteristics. The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights.
SoFi is committed to an inclusive culture and offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
If you are a current employee, please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Seniority level Not Applicable
Employment type Full‑time
Job function Human Resources
#J-18808-Ljbffr