Client Success Trainer

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Create compelling training materials, including manuals, presentations, and multimedia resources, centered around digital tools, client service, and automation.

• Conduct engaging training sessions on communication, best practices in customer service, DMP knowledge, and system tools.

• Assess trainee performance through evaluations, coaching, and constructive feedback.

• Establish and oversee training schedules and specific task completion expectations.

• Investigate emerging technologies and progressive service strategies.

• Collaborate with leadership to determine training requirements, set strategic objectives, and evaluate results.

• Assist the Training Committee in the design, revision, and execution of training programs.

• Incorporate and instruct staff on AI technologies such as chatbots, virtual assistants, and predictive analytics.

• Deliver training on ACCC’s CRM system and client portal.

• Oversee certification preparation, administer examinations, and ensure adherence to PFE and internal standards.

• Monitor CEU completions and uphold CSM certification eligibility.

• Develop and revise SOPs to ensure consistency, accuracy, and compliance with regulations.

• Assist with special projects and initiatives as assigned by department leadership.

⛳️ Requirements

• High School Diploma or equivalent is mandatory.

• At least 2 years of experience in customer service or a related field, or a suitable combination of education and experience is required.

• Must achieve PFE Debt Management Professional Certification within 12 months of hiring.

• Previous experience in a supervisory, training, or team lead role is preferred.

• Excellent verbal and written communication skills.

• Proficient in computer applications and CRM systems.

• Strong organizational and time management abilities.

• Ability to collaborate effectively within a team and possess strong interpersonal skills.

• Capable of following and teaching procedures effectively.

• High attention to detail and professionalism, particularly in phone and email communications.

• Must be able to remain seated or standing for extended durations.

• Occasional lifting of up to 25 lbs., reaching, and filing is required.

• Proper lifting techniques must be adhered to.

🏝️ Benefits

• Comprehensive health insurance that includes medical, dental, and vision coverage.

• Medical and dependent Flexible Spending Account (FSA).

• Short-Term and Long-Term Disability; Life Insurance.

• 401(k) retirement plan with company matching contributions.

• Paid time off and holidays.

• Flexibility for remote work.

• Opportunities for professional development and training.

• A supportive team environment and a mission-driven culture.