Client Success Team Trainer

The Client Success Team Trainer plays a pivotal role in equipping Client Success Managers (CSMs) and Disbursement Representatives with the skills and knowledge necessary to deliver exceptional client support. This role is responsible for designing, implementing, and facilitating dynamic training programs tailored to the evolving needs of the team.

A major focus of the position includes integrating automation and AI technologies into training methodologies to improve service outcomes and operational efficiency. The Trainer also leads certification initiatives, manages Continuing Education Unit (CEU) compliance, and ensures training aligns with regulatory requirements and industry standards. Additionally, the role oversees the development and maintenance of Standard Operating Procedures (SOPs) for consistency and quality assurance.

Primary Duties and Responsibilities

This job description does not limit management’s ability to assign or adjust duties and responsibilities at any time.

• Develop Training Materials
  Create engaging training resources—including manuals, presentations, and multimedia content—with an emphasis on digital tools, client service, and automation.
• Facilitate Training Sessions
  Conduct interactive training on communication, customer service best practices,