FinThrive
Team Lead - Training & Education, Value Services
FinThrive, Plano, Texas, United States, 75024
Impact you will make
The FinThrive Value Services group is responsible for delivering exceptional customer onboarding outcomes and supports optimized adoption of our solutions. They advise and guide customers, ensuring each customer launches our products successfully, adopts it widely, and optimizes the value through the customer onboarding journey. We are seeking a strategic and people-focused Senior Manager to lead the Training & Advisory Services functions within our Value Services team. The Team Lead, Training Services will guide a team of trainers responsible for delivering scalable, adoption-focused education to our healthcare SaaS customers. This role will help shape and execute the training strategy, ensuring alignment with customer onboarding, product adoption, and value realization goals. The ideal candidate is a strong communicator and coach who thrives in a fast-paced, customer-centric environment.
What you will do
Supports a team of trainers, providing coaching, feedback, and mentorship.
Assume an active leadership role in the development, implementation, and execution of scalable training programs tailored to customer segments.
Ensure training is effectively integrated into the customer onboarding journey and lifecycle.
Monitor training delivery quality and consistency across formats (live, virtual, on-demand).
Track and report on training KPIs, including completion rates and customer satisfaction.
Partner with cross-functional teams to ensure training content is aligned with product updates and customer needs.
Identify opportunities to improve training efficiency, scalability, and impact.
Serve as a principal product trainer and continue to support customer training requests.
What you will bring
7+ years in customer training, enablement, or education roles, preferably in a SaaS or healthcare technology environment.
Proven success in designing and scaling customer training programs that drive measurable adoption.
Strong understanding of adult learning principles and instructional design.
Experience with LMS platforms and digital training tools.
Excellent communication, facilitation, and organizational skills.
What we would like to see
Bachelor's Degree
Background in healthcare revenue cycle management or healthcare SaaS platforms.
Familiarity with adult learning principles and instructional design methodologies.
Experience with learning management systems (LMS), digital adoption platforms, or customer education tools.
Data-driven mindset with experience using analytics to inform strategy and measure impact.
Experience with change management or customer onboarding programs.
About FinThrive
FinThrive is advancing the healthcare economy. For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com/why-finthrive.
Award-winning Culture of Customer-centricity and Reliability
At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.
Our Perks and Benefits
FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com/careers-benefits.
FinThrive's Core Values and Expectations
Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
Physical Demands
The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of EEO FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.
FinThrive Privacy Notice for California Resident Job Candidates
Know Your Rights Pay Transparency Notice
FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations. 2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO
finthrive.com
|
FinThrive Careers
|
FinThrive Benefits & Perks
|
Physical Demands
The FinThrive Value Services group is responsible for delivering exceptional customer onboarding outcomes and supports optimized adoption of our solutions. They advise and guide customers, ensuring each customer launches our products successfully, adopts it widely, and optimizes the value through the customer onboarding journey. We are seeking a strategic and people-focused Senior Manager to lead the Training & Advisory Services functions within our Value Services team. The Team Lead, Training Services will guide a team of trainers responsible for delivering scalable, adoption-focused education to our healthcare SaaS customers. This role will help shape and execute the training strategy, ensuring alignment with customer onboarding, product adoption, and value realization goals. The ideal candidate is a strong communicator and coach who thrives in a fast-paced, customer-centric environment.
What you will do
Supports a team of trainers, providing coaching, feedback, and mentorship.
Assume an active leadership role in the development, implementation, and execution of scalable training programs tailored to customer segments.
Ensure training is effectively integrated into the customer onboarding journey and lifecycle.
Monitor training delivery quality and consistency across formats (live, virtual, on-demand).
Track and report on training KPIs, including completion rates and customer satisfaction.
Partner with cross-functional teams to ensure training content is aligned with product updates and customer needs.
Identify opportunities to improve training efficiency, scalability, and impact.
Serve as a principal product trainer and continue to support customer training requests.
What you will bring
7+ years in customer training, enablement, or education roles, preferably in a SaaS or healthcare technology environment.
Proven success in designing and scaling customer training programs that drive measurable adoption.
Strong understanding of adult learning principles and instructional design.
Experience with LMS platforms and digital training tools.
Excellent communication, facilitation, and organizational skills.
What we would like to see
Bachelor's Degree
Background in healthcare revenue cycle management or healthcare SaaS platforms.
Familiarity with adult learning principles and instructional design methodologies.
Experience with learning management systems (LMS), digital adoption platforms, or customer education tools.
Data-driven mindset with experience using analytics to inform strategy and measure impact.
Experience with change management or customer onboarding programs.
About FinThrive
FinThrive is advancing the healthcare economy. For the most recent information on FinThrive's vision for healthcare revenue management visit finthrive.com/why-finthrive.
Award-winning Culture of Customer-centricity and Reliability
At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.
Our Perks and Benefits
FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit finthrive.com/careers-benefits.
FinThrive's Core Values and Expectations
Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
Physical Demands
The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Statement of EEO FinThrive values diversity and belonging and is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. We're committed to providing reasonable accommodation for qualified applicants with disabilities in our job application and recruitment process.
FinThrive Privacy Notice for California Resident Job Candidates
Know Your Rights Pay Transparency Notice
FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations. 2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO
finthrive.com
|
FinThrive Careers
|
FinThrive Benefits & Perks
|
Physical Demands