Partner Onboarding Trainer Jobs

Maintain training record and manage certification process for each specialism and program

Provide support to Team Managers by coaching new starters when they join their teams after training

Keep up to date records of coaching, including successes and challenges and communicate to line manager on a monthly basis

Offer scheduled coaching time every month that new starters and team leaders can request

Coach TM’s/LM’s on client requirements for service improvement

Attend train the trainer and regular refresher sessions to build and maintain your knowledge of corporate programs and specialist best practice

3-5 years of technical or client relationship management experience

Familiar with one or all of the main applications – Salesforce, Orion, Wealthscape, OKTA, and/or other Wealth Management/Financial services applications

Experience in training technical applications

Provide training and demonstrations to internal employees and end-clients

Executing an engagement plan as new teams and employees onboard; provide training, resources, setup meetings as needed

Ensure new hires have adequate technical assistance to setup and navigate technology platforms

Exceptional collaboration skills with cross management experience across multiple stakeholder groups (Product, Analytics, Operations, Business Development).

5 or more years of relevant healthcare industry experience; healthcare consulting or operations management background is required.

Demonstrates passion for health care quality improvement and change management.

Lead the team focused on onboarding and collaborate with other departments including Analytics, Product, Educational Events, Business Development and Delivery.

Analyze data and delivers strategic educational content professionally and competently in both live participant venues and virtual platforms, internally and externally.

ACO program expertise and knowledge of provider and facility workflows and systems

Experience leading teams of lower-level managers/resources is a plus

Experience with alliance partners, partner/client onboarding and can show abilities to lead cross-departmental collaboration on partner/client onboarding

Collaborate with Strategic Alliance Managers to develop and implement partner development plans, including identifying key milestones and metrics for success.

Detail oriented with strong analytical skills with strong written & oral communication skills

Strong documentation development skills (MS Office – PPTX, Word, Excel)

At least 3 years of relevant experience

Experience with CRM, learning management systems, and sales enablement tools

Organize and deliver instructor-led training throughout ramping period to test capabilities on core sales skills

Manage the use of relevant learning and development tools and software

Manage sales coaching tools, including updating coaching-related content and assisting with associated training

2-4 years of selling experience, preferably in a quota-carrying role

Sales training and mentoring experience a bonus

You have applicable experience increasing customer satisfaction, and retention

You have impeccable written and verbal communication skills

You have experience empathizing with customer needs and adapting to meet their unique goals

Work with businesses to assist them through the onboarding process and set them up for success on the platform

Help restaurants turn their menu into a tool for attracting and engaging with customers in their area

Communicate with merchants by phone, text and email to monitor and support progress.

Exceptional collaboration skills with cross management experience across multiple stakeholder groups (Product, Analytics, Operations, Business Development)

8+ of relevant healthcare industry experience; healthcare consulting or operations management background is preferred

Fluency with project management frameworks and experience using project management tools

Manage the development of tools and resources to support the partner onboarding process, including identification of stakeholders, assessments, hosting SME events,

ACO program expertise and knowledge of provider and facility workflows and systems

Ability to manage a high performing team and develop talent