Advisor360°
Sr. Technical Writer/Instructional Designer
🇺🇸 Hybrid - Needham, MA
🕑 Full-Time
💰 $117K - $137K
💻 Instructional Design
🗓️ December 4th, 2025
Camtasia
Figma
SaaS
Edtech.com's Summary
Advisor360° is hiring a Sr. Technical Writer/Instructional Designer to manage and create user-facing help documentation and multimedia content for their fintech SaaS product. The role involves developing clear help content, collaborating with product and development teams, and optimizing AI chatbot responses to enhance user experience.
Highlights
- Create and maintain accessible in-app help content, including screencaptures and videos.
- Develop user workflow simulation videos using Storylane.
- Analyze user questions and AI chatbot data to identify content gaps and improve help accuracy.
- Collaborate with product management, development, QA teams, and customer-facing teams to produce documentation.
- Use Paligo or similar XML/markdown CMS, Jira, Confluence, Slack, Google Analytics, and Storylane tools.
- Require 5+ years fintech documentation experience with enterprise SaaS products.
- Experience scripting, storyboarding, and producing videos with tools like Storylane, Camtasia, or Adobe suite.
- Bonus points for familiarity with Storylane, Figma, UserPilot, HTML, CSS, and technical concepts including APIs and SSO.
- Competitive compensation with base salary between $117,000 and $137,000 plus bonus and equity.
- Must provide a portfolio or website with relevant writing samples.
Sr. Technical Writer/Instructional Designer Full Description
Sr. Technical Writer/Instructional Designer
Product/Engineering
Product/Engineering
Needham, MA
At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.
What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.
As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve.
Join us, and be part of a company that's not only moving fast—but making it count.
About the role:
Advisor360°’s Product Adoption and Enablement team is looking for a Technical Writer to manage our product In-App help documentation and advise on other user-facing content. This writer will create and maintain help content in our CMS Paligo.
We'd love to hear from you if you have strong documentation skills, consideration for your audience, and the ability to reflect the Advisor360° voice, tone, and style while still letting your own character shine through. Our ideal candidate is clever, collaborative, and driven by their curiosity to solve problems and celebrate solutions.
We are very good at supporting each other and working across teams, and this role has a special place at the center of that network.
We'll ask you for a couple of relevant writing samples with explanations of your content decisions.
We'll also talk more about this during the interview.
What You'll Do:
- Create and maintain clear, friendly, accessible help content, including screencaptures and videos.
- Create videos for user workflow simulations with Storylane.
- Strive to understand user needs and be an advocate for their success.
- Evaluate questions and responses using metrics to gauge success and identify gaps in our AI First Documentation.
- Contribute to the optimization of help content to increase accuracy and scope of AI chatbot’s responses.
- Tracking In-App Help usage and engagement, with a goal to improve usefulness of chatbot Help responses.
- Consult website data and our customer-facing teams to inform content decisions.
- Work with our product management, development, and QA teams to understand and author content for new and existing features.
- Be an editorial resource for our developer documentation, UX copy, and other projects.
- Create reports and internal announcements for content updates and performance enhancements..
Who You Are:
- You have 5+ years of experience authoring documentation in fintech for enterprise level SaaS products with Paligo or similar XML or markdown based content management systems such as Oxygen and ReadMe.
- You have experience with tools like Jira, Confluence, Slack, Google Analytics, and Storylane.
- You’ve scripted, storyboarded, and produced videos with tools like Storylane, Camtasia, or the Adobe suite.
- You've explored site traffic data as an indicator for user behavior and content needs.
- A collaborative communicator with a willingness to learn and grow, as well as guide others.
- Your annoyed by mistakes in job postings and can't wait to provide editorial feedback in your cover letter.
- Extra points if you're familiar with Storylane, Figma, UserPilot, basic HTML and CSS, and technical concepts like, branching, APIs, SSO, and webhooks.
- Portfolio of work or website with writing samples must be provided.
Why You’ll Love Working Here:
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
The estimated base salary range for this position is $117,000 – $137,000 + bonus & equity.
Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.
Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or transfer sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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