Learning Solutions Specialist – Case Managers, Paralegals, Attorneys

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

📋 Description

• Create and implement onboarding programs for case managers and paralegals that encompass case management systems, demand package development, client communication standards, and escalation procedures.

• Develop onboarding initiatives for attorneys and pre-litigation attorneys that cover case strategy standards, settlement objectives, file ownership expectations, and internal systems.

• Collaborate with Managing Attorneys and senior attorneys to ensure the accuracy of legal content and decision-making.

• Provide backup support for case managers and staff when not conducting a training session.

• Work alongside attorney and case management leadership as subject matter experts while maintaining ownership of learning design and delivery.

• Conduct ongoing training based on performance indicators, quality scores, case velocity, and compliance assessments.

• Create and sustain role-specific assessments and certification benchmarks.

• Develop training materials, job aids, and quick reference guides tailored for high-paced, high-volume caseloads.

• Monitor ramp-up time, quality outcomes, and training effectiveness by role.

• Present training insights to Learning Solutions leadership.

• Establish credibility and trust with experienced staff through fluency in case team processes.

⛳️ Requirements

• Experience in a personal injury law firm or similar professional services setting with credentialed personnel (attorneys, paralegals, case managers, medical providers, clinicians).

• Proficiency in Filevine or comparable CRMs such as Salesforce, Clio, or SmartAdvocate, or equivalent systems in another regulated sector.

• Capability to design training for both process-oriented and judgment-oriented roles, or a clear perspective on addressing both effectively.

• Strong skills in instructional design, including needs analysis, curriculum development, assessment creation, and evaluation of training effectiveness.

• Comfort in collaborating with senior subject matter experts, including attorneys and Managing Attorneys.

• Exceptional written and verbal communication abilities.

• Skill in simplifying complex information for diverse audiences with varying levels of experience and backgrounds.

• Ability to manage multiple simultaneous training development projects in a high-volume, rapidly changing environment.

• Preferred: Over 2 years of experience in designing and delivering training in a dynamic, production-focused personal injury legal setting.

• Preferred background in compliance, insurance, financial services, healthcare operations, or similar regulated or high-volume environments.

• Preferred experience in establishing certification or competency checkpoints linked to measurable performance outcomes.

• Preferred experience in a fast-evolving startup or developing organizational structures.

🏝️ Benefits

• Eligible for performance-based bonuses.

• Medical, dental, and vision insurance coverage.

• 401(k) plan with company matching.

• Health Savings Account (HSA).

• Life insurance provisions.

• Disability insurance coverage.

• Paid time off.

• Parental leave benefits.

• Fully remote work opportunities.