Resume

Jeremy Gleason

Learning & Development Leader  ·  Customer Education & Enablement  ·  AI-Enabled Content Operations

Summary

Learning and development leader with more than eight years leading design teams and over a decade building curriculum on complex software for professional audiences in regulated industries. Part of the team driving AI-enabled change through customer education at a 500-person SaaS organization, contributing to the vendor evaluation and business case behind its video automation platform and building the internal tooling the department now runs on. Has built learning functions from nothing: governance, content standards, operating procedures, vendor selection, and certification architecture. Works through performance consulting rather than order taking, using product usage and support data to locate the real gap before designing against it. Looking to own a customer education or enablement function end to end again.

AI & Content Operations

  • Organization-wide AI mandate. Part of the team driving AI-enabled change through client education at Juniper Square, twelve months into an organization-wide AI mandate.
  • Vendor evaluation and business case. Contributed to the evaluation of an AI video production platform from vendor conversations through pilot, including the cost justification presented to business leadership.
  • AI production tools. Built and tested AI production tools now shared across the team’s workflow, including a script finalizer that formats finished scripts and publishes them into the team’s working document, and an animated icon generator used team-wide.
  • System of record. Built the department’s project tracker as an AI artifact connected directly to Jira, reconciling how client education and the fund administration enablement team each structure their work. It is now the team’s working system of record.

Professional Experience

Senior Instructional Designer

04/2025 – Present

Juniper Square • Remote

  • Own a 100-course curriculum portfolio in Skilljar for a roughly 500-person organization, managing accuracy, currency, and retirement across a continuous release cycle.
  • Contributed to a roughly 60% rise in the team’s output per available hour since mid-2025, sustained for over a year with team capacity flat, moving the team from rarely meeting its productivity target to exceeding it in most months.
  • Designed and built the end-to-end onboarding curriculum for Canopy, a product sold to third-party fund administration firms, owning needs analysis, modality selection, video production, and course development for an external professional audience.
  • Serve as the connective point between client education and internal enablement across two distinct business models, translating each release into what each audience requires.

Lead Instructional Designer

08/2022 – 04/2025

Visual Lease • Remote

  • Led a cross-functional team of instructional designers and technical writers, directing priorities, coaching and developing team members, contributing performance assessments, and serving as final quality authority for all content leaving the department.
  • Built the customer education curriculum for lease accounting software operating under FASB and IFRS 16, where material accuracy carried audit consequences for customers, partnering closely with SMEs and executive stakeholders.
  • Designed and launched a partner certification program from scratch, including learning-path architecture, assessment design, and competency gates, reducing partner onboarding time 30%.
  • Led vendor evaluation, requirements, and launch for the enterprise Cornerstone implementation on the customer-education side, after administering Docebo and a WordPress learning hub.
  • Analyzed Customer Success and product usage data to locate performance gaps, then built targeted in-product guidance that reduced how-to support call volume 10%, and directed monthly release-content production with the technical writing team.

Manager, Instructional Design

12/2021 – 08/2022

Dealertrack Technologies • Remote

  • Managed a team of five instructional designers with full ownership of capacity planning, workload distribution, prioritization, and deadline accountability across all active projects.
  • Mentored and coached new hires onto team standards, and implemented SOPs that reduced content creation time 30%.
  • Built 3, 6, and 12-month client education roadmaps aligned to major release cycles. Employee of the Quarter four consecutive quarters.

Instructional Designer II

08/2018 – 12/2021

Dealertrack Technologies • Remote

  • Built the content development function from zero, establishing governance, intake workflows, content and visual standards, SOPs, and the full tech stack. The framework was adopted as standard practice across multiple departments.
  • Designed state DMV-mandated certification programs in North Carolina and Pennsylvania required for dealerships to legally operate, owning program governance, pass standards, exam delivery, and renewal cycles, with records that had to hold up in a state review.
  • Led end-to-end evaluation and procurement of the company’s first LMS against a $100K budget, coming in roughly $40K under, then administered Docebo for more than 1,500 learners across international markets.
  • Conducted needs assessments with field trainers nationally and won adoption of a centralized content model without authority over those teams.

Software Trainer II

09/2014 – 08/2018

Dealertrack Technologies • Remote

  • Managed software implementations and client relationships across the North Carolina territory, including onboarding for executive stakeholders, and served as trainer-of-trainers for new hires.

Department Chair & Project Lead, Course Revision

08/2011 – 08/2016

North Carolina Virtual Public Schools • Remote (concurrent, part-time)

  • Managed and developed a team of 10 virtual educators across daily operations, professional development, and performance, and led a full course-revision program against strict state deadlines.

High School Teacher

09/2003 – 06/2012

Wake County Public Schools & Orange County Schools • North Carolina

  • Built a two-semester U.S. History curriculum framework adopted district-wide, contributing to a measurable rise in standardized test scores.

Core Skills

Leadership & Function Ownership

  • Leading designers, technical writers & training staff
  • Coaching, performance management & development
  • Capacity planning & prioritization
  • Annual curriculum planning against milestones
  • Budget, vendor & procurement ownership

AI & Content Operations

  • Production AI content pipelines
  • AI tooling evaluation & vendor selection
  • Cost & business-case development
  • Internal tool building
  • Workflow & throughput measurement

Customer Education & Enablement

  • Onboarding & adoption curriculum for external professional audiences
  • Self-service & in-product guidance
  • Certification & credentialing programs
  • LMS strategy & administration
  • Support-deflection programs

Complex & Regulated Subject Matter

  • Curriculum architecture across modalities
  • SME elicitation on dense regulated subject matter
  • Compliance-grade accuracy
  • Competency standards with pass thresholds & renewal cycles

Performance Consulting

  • Needs assessment with business stakeholders
  • Usage & support-data analysis to locate real performance gaps
  • Measurement frameworks tied to business outcomes, not completion counts

Program Operations

  • Governance & intake design
  • SOP authoring
  • Content standards & version control
  • Release-aligned update cadence
  • Lifecycle & retirement
  • Evaluation & reporting

Platforms & Tools

  • Skilljar (current)
  • Docebo (sourced, procured, administered)
  • Cornerstone, Moodle, Blackboard
  • Pendo, WalkMe, SCORM
  • Power BI, Salesforce, Jira
  • Articulate Storyline & Rise, Adobe Captivate
  • Camtasia, Adobe Creative Suite

Education & Published Work

MBA Baker College, Flint, MI
B.A., Secondary Education SUNY Fredonia, NY
Author, You Are the Bottleneck On AI’s practical role in learning and development