Learning Solutions Designer - Customer Service

Wespath; Glenview (IL); Hybrid; USD 108,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision + well-being

8% retirement contribution + 2% match

22 days PTO + holidays

Hybrid work environment

Financial planning assistance from EY

Paid parental leave

Tuition reimbursement

Job summary

Wespath is seeking a Learning Solutions Designer – Customer Service to help employees build knowledge, confidence, and skills for delivering excellent service. This role partners with Customer Service leaders to identify performance needs and create scalable learning resources that improve accuracy, speed, adaptability, and business outcomes.

You will support onboarding, upskilling, system adoption, and compliance needs through modern, blended learning solutions that align with strategic goals,

Qualifications

• Bachelor’s degree in Instructional Design, Learning Technology, Education, or HR, or related field, or equivalent work experience.
• Five+ years designing and developing corporate learning solutions.
• Experience creating ILT, VILT, eLearning, and blended programs.
• Experience with needs analysis, task analysis, curriculum design, and evaluation.
• Proficiency with tools such as Articulate Storyline, Rise, Camtasia.
• Strong communication, editing, facilitation, presentation, and project management skills.
• Ability to quickly learn complex business processes, systems, and subject matter.

Responsibilities

• Design blended learning solutions, including instructor-led training, virtual learning, eLearning, videos, microlearning, simulations, assessments, job aids, and performance support tools.
• Partner with Customer Service leaders and stakeholders to identify performance gaps, skill needs, operational challenges, and learning opportunities.
• Translate complex benefits, systems, procedures, policies, and technical concepts into accessible learning materials.
• Create resources that support employees in the flow of work, including knowledge base content, workflow learning, and practical job aids.
• Use learning technologies and AI-enabled tools to improve learner engagement, content quality, efficiency, and scalability.
• Measure the effectiveness of learning initiatives and continuously improve content based on feedback, data, and business needs.

Skills

Instructional design

Needs analysis

Communication

Project management

Storyboarding

Education

Bachelor's degree in Instructional Design, Learning Technology, Education, or HR, or related field

Tools

Articulate Storyline

Rise

Camtasia

Job description

Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Human Resources Date Needed by: 11/16/2026

Help shape how Customer Service employees learn, grow, and succeed.

Wespath, recognized as a 2026 National Best and Brightest Companies to Work For and an equal opportunity employer has been providing benefits for over a century, and today manages retirement, health, disability and life insurance plans and programs for clergy and lay employees. Over time, we evolved into a trusted provider of institutional investment services, partnering with mission-focused organizations to help them further their missions through values-aligned investment services.

About the Role

Wespath is looking for a Learning Solutions Designer – Customer Service to help employees build the knowledge, confidence, and skills they need to deliver excellent service. This role partners with Customer Service leaders to identify performance needs, design practical learning solutions, and create scalable resources that improve accuracy, speed, adaptability, and business outcomes.

If you enjoy turning complex systems, processes, policies, and technical information into clear and engaging learning experiences, this is an opportunity to make a meaningful impact. You will support onboarding, upskilling, system adoption, compliance needs, process changes, and ongoing employee development through modern, blended learning solutions.

In This Role, You Will

• Design blended learning solutions, including instructor-led training, virtual learning, eLearning, videos, microlearning, simulations, assessments, job aids, and performance support tools.
• Partner with Customer Service leaders and stakeholders to identify performance gaps, skill needs, operational challenges, and learning opportunities.
• Translate complex benefits, systems, procedures, policies, and technical concepts into accessible learning materials.
• Create resources that support employees in the flow of work, including knowledge base content, workflow learning, and practical job aids.
• Use learning technologies and AI-enabled tools to improve learner engagement, content quality, efficiency, and scalability.
• Measure the effectiveness of learning initiatives and continuously improve content based on feedback, data, and business needs.

Who You Are

You are collaborative, curious, and solutions oriented. You know how to build trusted relationships with leaders, subject matter experts, and cross-functional partners, and you bring sound judgment, accountability, and attention to detail to your work. Most importantly, you are motivated by helping employees succeed.

Learning Solutions Designer – CS Compensation and Benefits

• Medical, dental, vision and well-being benefits from HealthFlex on day one!
• 8% employer contribution to retirement plan with an additional match up to 2% on day one!
• 22 days of Personal Time Off + paid holidays
• Hybrid work environment. The office is located in Glenview, IL; will need to be in office on Tuesdays and as otherwise needed.
• Free financial planning assistance from EY
• Paid parental leave
• Tuition reimbursement and other development opportunities

The compensation range for this position is $108,00 to $120,000 with a bonus opportunity and customary benefits. Final compensation will be based on the hired applicant’s qualifications (education, training and/or experience related to this role), and as such, may fall outside the range shown.

Minimum Requirements/Qualifications

• Bachelor’s degree in Instructional Design, Learning Technology, Education, Human Resources, or a related field, or equivalent work experience.
• Five or more years of experience designing and developing learning solutions in a corporate environment.
• Experience creating instructor-led training, virtual learning, eLearning, performance support tools, and blended learning programs.
• Experience with needs analysis, task analysis, curriculum design, storyboarding, and learning evaluation.
• Proficiency with tools such as Articulate Storyline, Rise, Camtasia, or similar authoring applications.
• Strong communication, editing, facilitation, presentation, and project management skills.
• Ability to quickly learn complex business processes, systems, and subject matter.

Preferred Requirements/Qualifications

• Experience supporting Customer Service, Contact Center, Operations, Financial Services, Benefits Administration, Healthcare, or similarly regulated business environments.
• Familiarity with employee benefits administration, including retirement, pension, health and welfare, or related products and services.
• Experience developing and maintaining knowledge management systems, knowledge bases, or searchable support resources.
• Experience designing workflow learning and performance support solutions that enable learning in the flow of work.
• Experience using Learning Management Systems or Learning Experience Platforms, preferably Cornerstone OnDemand.
• Experience leveraging AI-enabled tools to design learning content, simulations, assessments, or learner support experiences.
• Knowledge of accessibility standards and inclusive design practices.
• Experience supporting system implementations, technology rollouts, or organizational change initiatives.

Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.