Client Success Manager - Trainer
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Role Overview
The Trainer CSM is responsible for delivering structured, high-impact training that equips clients and their teams to effectively use Improvifi’s platform. This role ensures clients understand not just how to use the tools—but how to succeed with them.
Key Skills for This Role
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Description
Department: Client Success | Reports To: Director of Client Success
Overview
The Trainer CSM is responsible for delivering structured, high-impact training that equips clients and their teams to effectively use Improvifi’s platform. This role ensures clients understand not just how to use the tools—but how to succeed with them.
Role Objective
To deliver timely, effective training that results in confident, capable clients who can implement Improvifi’s systems immediately.
Key Responsibilities
- Deliver all assigned trainings within 7 days of assignment
- Conduct engaging, structured Zoom training sessions for clients and their teams
- Train clients on platform usage, sales processes, and financing strategies
- Complete and upload training debriefs within 1 business day of each session
- Verify onboarding completion prior to initiating training
- Ensure clients understand and can execute key workflows and best practices
- Maintain consistent training quality and standards across all sessions
Success Metrics
100% training completion within ≤7 days
Debriefs completed within 1 business day
Training scorecards averaging ≥80%
High client confidence and readiness post-training
What We’re Looking For
Strong presenter with excellent communication skills
Ability to simplify complex processes into actionable steps
Engaging, confident, and client-focused
Detail-oriented with strong documentation habits
About Improvifi, LLC
Fintech SaaS company helping home-improvement contractors offer point-of-sale financing to homeowners.
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