Client Trainer

Role Overview

• Lead training on AI-enabled systems and tools, providing clear and practical guidance on their effective use. Join initial client training sessions to learn about their processes.
• Conduct training sessions for all incoming new businesses during the implementation phase.
• Train client teams on an ongoing basis as needed for expansion, process updates, or team transitions.
• Develop and execute structured training plans tailored to client needs and internal processes.
• Assess training effectiveness through post-training evaluations and feedback collection.
• Develop training materials, including job aids, user guides, and facilitator materials, tailored to client-specific workflows.
• Utilize various learning methodologies and tools to deliver engaging and effective training sessions.
• Standardize training documentation and knowledge transfer processes to ensure consistency across client engagements.
• Assist in creating and analyzing training performance data.
• Identify learning gaps and opportunities for improvement within the implementation and training processes.
• Partner with clients and internal stakeholders to ensure training aligns with operational goals and addresses critical learning gaps.
• Collaborate with internal teams to help trainees become more efficient and innovative by training them on new AI-enabled platforms..
• Support in reviewing and refining training curricula based on feedback and evolving client needs
• Provide hands-on support to client and internal teams during and post-implementation, ensuring smooth transitions for new workstreams, coverage changes, or internal restructuring.
• Ensure training content is effectively delivered and adapted to evolving needs.
• Act as a knowledge resource for troubleshooting and process clarification.
• Ensure a seamless transition from training to full operational functionality.
• Collect and analyze training effectiveness data to measure impact and inform future training improvements.

Requirements

• Curious and authentic, just like us! #beboldr
• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction

YOU HAVE…

• Training skills: You will need to be able to speak in a friendly way to deliver accurate and clear content, listening to people’s needs and helping communicate options for them
• Proficiency with learning management systems and other relevant e-learning tools
• A foundational understanding of AI and their application in business operations.
• Experience with AI enabled platforms (e.g. CRMs, data analysis tools) and the ability to explain complex technical concepts to a non-technical audience.
• A flexible curious mindset, with the ability to adapt to new technologies and integrate them into existing workflows.
• Analytical skills with the ability to use data to drive decisions
• Excellent skills in both written and verbal communication