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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 industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The Role
The Digital Coaching Product Manager serves as the product owner for our digital coaching platform, currently powered by Zenarate. This role drives the strategy, implementation, and optimization of digital coaching capabilities to support agent training, upskilling, and remediation. While Zenarate is the platform in use today, the focus of this role is on managing functionality, integrations, and continuous improvement of digital coaching as a core learning capability.
What you'll do- Owns the overall digital coaching platform strategy, integration, and adoption across Learning & Development.
- Develops and manages the implementation roadmap to align with training programs and business priorities.
- Partners with instructional design and training teams to ensure seamless scenario integration and execution.
- Builds a strong understanding of business processes and curriculum to identify opportunities for digital coaching.
- Reviews, tests, and implements vendor system releases (e.g., Zenarate updates) to ensure compatibility with infrastructure.
- Creates and maintains an inventory of coaching scenarios by training program to maximize utilization and impact.
- Defines and reports on ROI, impact, and performance metrics for scenario enhancements and platform projects.
- Conducts user experience surveys and feedback loops to inform strategy, enhancements, and vendor conversations.
- Provides ongoing reporting and analysis of platform effectiveness.
- Oversees quality assurance activities for coaching scenarios and platform initiatives.
- Performs other duties as assigned to support the success of the digital coaching strategy.
What you Need
- Instructional Design Experience and/or Training Facilitation experience
- Knowledge of the ADDIE Model
- Knowledge in generating process documentation.
- Experience with process improvement projects.
- Experience with Google suite, Lucid Charts, PowerPoint, and Excel.
- Demonstrated ability to engage and manage multiple project initiatives simultaneously.
- Demonstrated ability to effectively present statuses, challenges, and recommended solutions.
- Strong written and verbal communication skills.
- Experienced in developing and/or executing business requirements, training intake requests.
- Bachelor’s degree combination of education and experience with a minimum of 2 years of experience in Learning and Development.
- Product / Project Management experience a plus
Top Skills
What the Team is Saying
What We Do
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/
Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it.
SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams.
For more information, visit SoFi.com
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
