Senior Instructional Designer (Finance)
Job Description:
At Vertex, we believe in empowering learners through engaging and accessible educational experiences. As a Senior Instructional Designer , you'll design and enhance impactful learning solutions for various audiences, including customers, partners, and internal teams. Your work will directly support product adoption, customer success, and business growth by creating inclusive, learner-centric training through multiple formats such as eLearning, video, and instructor-led sessions.
You'll play a key role in shaping our learning design strategy, contributing to partner enablement efforts, and advancing our curriculum development practices. This is a great opportunity to innovate and make a measurable impact on our global learning community.
Key Responsibilities
Design and Develop Learning Experiences
- Lead the full instructional design process-needs assessment through evaluation-creating engaging and effective training using a range of formats and tools, including AI-enhanced content.
Enable Product Adoption and Skill Development
- Develop role-based, technical training that empowers users to navigate Vertex products and tools confidently.
Champion Learning Innovation
- Stay current with learning science trends (e.g., microlearning, gamification, AI) and apply best practices to improve content quality and learner engagement.
Collaborate Across Teams
- Partner with stakeholders to align learning solutions with business objectives . Communicate project timelines and updates effectively throughout the development lifecycle.
Maintain and Enhance Curriculum
- Recommend and implement curriculum updates to ensure learning content remains relevant, inclusive, and aligned with product changes.
Deliver and Facilitate Training
- Lead virtual and in-person training sessions as needed, fostering positive learning environments.
Evaluate Learning Impact
- Use data and learner feedback to continuously improve program effectiveness and identify new learning opportunities.
Contribute to Peer Learning and Strategic Initiatives
- Support team members through peer reviews and participate in broader enablement projects and initiatives.
What You Bring
Experience
- 6+ years in instructional design, content development, education, consulting, or a related field
- 4+ years using content authoring tools (e.g., Articulate 360, Rise, Ca mtasia ) and Microsoft Office Suite
- Experience with virtual and instructor-led training delivery is a plus
Skills & Knowledge
- Proficient in instructional design methodologies (e.g., ADDIE, Agile/SAM) and adult learning theory
- Strong ability to communicate complex technical concepts in an accessible and engaging way
- Skilled in project management and cross-functional collaboration
- Excellent written, verbal, and presentation communication skills
- Comfortable using tools like Camtasia, video editors, and AI voiceover platforms like WellSaid Labs
- Familiarity with ERP or billing systems and/or SaaS implementations is preferred
Education
- Bachelor's degree in Instructional Design, Educational Technology, Communications, or a related field (or equivalent experience)
- Instructional Design certification is a plus
Additional Info
- Willingness to travel up to 20% as needed
- Commitment to inclusive, learner-centered design and continuous improvement
- Membership in learning or professional organizations (e.g., ATD) is a bonus
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
• Work with Purpose - Exhibit a "We Can" mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
