Designs, develops, and maintains engaging training curricula, e-learning courses, and multimedia content for customer-facing and cross-functional teams. Collaborates with CX leadership and subject matter experts, maintains LMS content, evaluates learning effectiveness, ensures accessibility, and applies instructional design principles. Uses generative AI to accelerate scripting, prototyping, assessments, and multimedia production while fact-checking and refining outputs.

Manage Fundbox’s capital markets activities, including credit facility reporting, funding option analysis, lender and investor relationships, financial modeling, due diligence, documentation review, and execution of warehouse facilities, forward flow programs, and securitizations. Collaborate across finance, credit, legal, product, and engineering teams to support funding strategy, transaction operations, reporting automation, and new product initiatives.

Own the end-to-end roadmap for embedded capital products and partner launches. Define customer-centric product experiences across UX, underwriting, operations, marketing, and compliance. Lead market research, analytical deep dives, business cases, and go/no-go recommendations. Collaborate with engineering, data, credit, legal, marketing, and external partners to deliver scalable products and high-quality launches while representing customer and partner needs.