Training Specialist

The Opportunity
Comprehensive Finance, Inc. (CFI), an OrthoFi company, is a financial technology company offering payment solutions for dentists and other healthcare providers including plastic surgeons, ophthalmologists, audiologists and other specialists. In this Training Specialist role, you will proactively engage new customers to deliver on-boarding and training over all CFI's software and services, including Compassionate Finance, Abella and Accept Care. Training Specialists devise our customer training curriculum and assess its outcome through data-driven decision making. Responsibilities include planning, developing, scheduling, delivering, and evaluating client training programs that target both new and existing customers. They are goal oriented with the customer experience always front of mind. They manage each training as their personal project, and follow the customer through a measured adoption period to ensure proper system understanding and usage.
Key Duties:

• On-board new customers via phone and web-based trainings
• Ensure training programs are updated and effective
• Deliver custom training options for clients based on their needs
• Host re-training / advanced training for existing clients
• Proactively follow-up with customers after training to ensure adoption
• Work with technical writer to develop step-by-step work instructions
• Understand what drives adoption and increases in customer utilization
• Advocate customer needs/issues cross-departmentally
• Track product adoption and training success metrics in Salesforce

What You'll Bring

• Bachelor's degree, and / or 2+ years equivalent work experience in end user training, customer success, or sales is required
• A strong desire to work in a challenging, fast-paced environment
• Excellent presentation skills, professionalism, and poise. Plus, you like to do this!
• Experience with CRM systems, google suite, and / or Microsoft office
• Aptitude for building rapport and trust among others quickly, and others love to work with you
• Results Oriented, demonstrating creative problem solving and innovative thinking
• Professional / Adaptable communication skills to effectively interact in person, by phone or email
• Excellent work planning and analytical skills is a must; ability to prioritize based on business need
• Ability to work independently with strong understanding of leadership, conflict resolution, problem solving and selling skills

What's in it for you...

• Full medical, dental, and vision benefits with 100% employer paid options
• 401(k) match
• Supportive culture with one-of-a-kind growth and development opportunities
• Option to work in a Hybrid or Remote environment, depending on where you're located
• Employer HSA contribution
• Paid Parental Leave
• Company and team outings
• Company sponsored premium subscription to the Calm app
• Vendor discounts
• Being part of building something great on the best team in the world! Seriously, Tom Brady wants to be on this team.

Compensation: $50,000K - $55,000K/annually
**Please note that the above compensation information is a good faith estimate for Colorado-based hires only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.**
Work Authorization: You must be authorized to work for any employer in the US.
Who We Are
Comprehensive Finance, Inc. (CFI), an OrthoFi company, is a financial technology company offering payment solutions for dentists and other healthcare providers including plastic surgeons, ophthalmologists, audiologists and other specialists. CFI offers customized payment plans for all through its Compassionate Finance™ brand, increasing the likelihood of payment while also empowering providers to focus on care. CFI's Abella™ solution harnesses mobile technology to remove the costly burden of collecting receivables through a unique and adaptable cloud-based platform offering patients a wide variety of tailored payment arrangements. CFI is built on a core belief that simplifying the payment process helps all patients get access to the high-quality care they deserve. CFI's human approach to patient payments has established the company among the fastest-growing patient financing solutions providers in the industry.
CFI has recently been acquired by OrthoFi, an innovative software and technology-enabled service platform for the orthodontic specialty industry. The combined businesses will leverage the strengths in both companies to deliver impactful solutions that help specialist health practices grow while delivering outstanding care.
Our purpose is to radically improve the way patients access and pay for quality elective care. Diversity, equity, and inclusion (DEI) ensures we can fulfill our purpose by creating a better, more equitable and inclusive workplace for our community members and healthcare experience for all.
By focusing on DEI, we are working towards our mission of connecting more patients with quality orthodontic and dental care and helping make treatment accessible to over 1 million patients a year by 2025 . Equity is core to our mission to serve patients, and DEI is embedded in our core values, especially "seek diversity," and "do what's right.""
OrthoFi is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Show more Show less
Top skills for this role
Build these skills listed on the job description or by the job poster.
Analytical Skills
Sales
Problem Solving
Conflict Resolution
Google Workplace
Microsoft Office
Presentation Skills
Financial Technology
Training
Work Instructions
Employer-provided
Pay range in United States
Exact compensation may vary based on skills, experience and location
Base pay range
$45,000.00/yr - $55,000.00/yr
Featured benefits
Employer-provided
Medical insurance, dental insurance, vision insurance, and 401(k)