Knowledge Management & Training Lead

This is one role spanning two disciplines: knowledge management (the single source of truth for how work gets done) and training (how internal and vendor teams learn to do it). It is a system design and framework role with real execution target behind it. You will set the requirements, standards, and review cadence that risk operations documents and trains against, you will directly manage a BPO-based team of content writers who produce against those standards, and you will drive adoption through enablement practitioners embedded on other teams.

If you need positional authority to make change happen, this is the wrong role. If you can set a knowledge and enablement standard so clearly that people adopt it because it's obviously better, it's the right one.

About Our Team:

The Vendor Strategy function at Mercury manages risk outsourcing across two principal domains — company-wide Business Process Outsourcing (BPO) and Risk Platform SaaS (KYC, KYB, IDV, AML, etc.) — and is building the enablement backbone of policy, procedure, standards, and training that lets that ecosystem scale. We're growing the team to manage an expanding vendor ecosystem, address rapidly evolving needs, and drive strategic value for Mercury.

Key Responsibilities:

• Own the knowledge framework. Define the architecture for the canonical library of risk-operations procedures — the ownership model, versioning, last-published and next-review dates, deprecation rules, and a live annual review cycle. Design for how knowledge is increasingly accessed and applied through AI-powered tools, not only how it is documented and stored. This is a systems problem before it is a writing problem.
• Set policy, procedure, and documentation standards. Own the standards, templates, and structural conventions that govern how policy and procedure get written across risk operations — structured so business risk can build RCSAs and controls directly from them, and so compliance can approve regulatory content against a consistent format rather than a bespoke one each time.
• Govern adoption and quality. Run the governance layer that keeps standards live: review cadence, compliance against the standard, exception handling, and escalation when programs drift. Own the audit and examination readiness of the documentation estate.
• Manage the BPO content-writing team. Directly manage a vendor-based team of technical content writers — set priorities and performance expectations, give regular feedback, run the quality bar, participate in selection and composition of the pod, and develop the writers' capability against Mercury's frameworks.
• Define requirements for teams you don't manage. Set the enablement and documentation requirements that enablement practitioners embedded across risk programs execute against, and make those requirements clear, useful, and adoptable without a reporting line to enforce them.
• Architect training and certification. Design a training and certification system built for vendor delivery — translating complex operational content for BPO audiences through milestone-based curricula, topic-level certifications, and routing by certification — distinct from an internal-only L&D lens.
• Instrument the function. Define and report the metrics that show the programs improving over time: time-to-productivity, certification coverage, procedure freshness and review compliance, and the link between quality-failure patterns and training interventions.
• Enable cross-skilling. Build the documentation and certification pathways that let staffing flex across risk programs (onboarding, ODD/EDD, AML/sanctions, fraud, disputes) as demand moves

Qualifications:

• 7–10+ years of experience in knowledge management, enablement/L&D, operational training, or related functions, including experience building or substantially scaling a knowledge-management and/or enablement function.
• Experience operating in a regulated industry or similarly complex, control-oriented environment.
• A hybrid skill set spanning knowledge management and enablement/L&D — able to design both the systems that govern how operational knowledge is created and maintained and how teams are trained and certified against it.
• Experience designing knowledge, training, and certification programs for BPO or outsourced operations teams, with an understanding of how to make complex information clear, accessible, and actionable for a BPO audience.
• Experience leading a team, pod, or vendor-delivered group — setting priorities and performance expectations, providing direct feedback, maintaining a high quality bar, and developing capability.
• Track record of setting standards that teams outside your reporting line actually adopted, demonstrating strong cross-functional influence without authority.
• Strong systems thinking and writing skills, with the ability to build practical operating models and cadence in ambiguous or evolving environments.
• Experience defining and reporting metrics that demonstrate the effectiveness of knowledge and enablement programs, including their impact on operational performance.
• A thoughtful perspective on how AI can improve knowledge management and enablement, including how AI-powered tools can help teams find and apply accurate information in real time.

Preferred Skills & Experience:

• Experience in financial services, banking*, fintech, payments, or a related financial-services environment.
• Familiarity with regulated operations such as KYC/KYB, AML, fraud, or disputes, and with what an examiner or internal auditor expects documentation to look like.
• Familiarity with knowledge-management and enablement platforms ideally Guru, WorkRamp, or similar tools.
• Experience operating as the central standard-setter across a federated or decentralized organization.
• Startup or high-growth experience; comfort building from a blank page.

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.

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Total Rewards
The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area:$163,000—$203,800 USDUS employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $146,700—$183,400 USDCanadian employees (any location):$154,100—$192,600 USD