Implementations Quality & Training Specialist (75% Travel Required)

Summary

Elevate Patient Financial Solutions provides patient financial solutions and is seeking an Implementations Quality & Training Specialist to support client onboarding. The role delivers Eligibility training, monitors new staff performance, conducts quality audits, manages training resources and audit schedules, and partners with implementation and operations teams to ensure staff readiness and compliance.

Responsibilities

• Collect and complete preparation information including, but not limited to, resource guides, checklists, and client system related training
• Responsible for maintaining adequate training supplies needed for any courses, including manuals, handouts, job aids, etc
• Collaborate with leaders, subject matter experts, and stakeholders to ensure training outputs serve, support, and impact designated audiences
• Track, evaluate, and proactively identify ways to optimize training processes to improve the effectiveness of existing training programs and deliver results against established training metrics and expectations
• Participate in Train the Trainer program development and delivery as it relates to client specific training needs
• Deliver onsite training to complement corporate standardized training
• Responsible for monitoring new staff for 60 days post go-live of new client, ensuring their performance is developing appropriately. This includes in person and remote monitoring via quality audits
• Complete Advocate audits which include observational, task driven, and quality components
• Providing Operations with details of their staff’s development, allowing for a seamless handoff at transition
• Working with Operations to ensure the Implementation Checklist is completed prior to transitioning off each project, which includes staff readiness
• Responsible for auditing all aspects policies and procedures, including assisting in their development, implementation, training, monitoring compliance and provide direction and recommend improvements to enhance business processes and practices
• Regularly audit accounts to ensure maximum efficiency and productivity levels
• Identify, compile, document and report trends and issues to management
• Promptly inform manager of any matters that may cause a disruption to any Client (s), impact revenue, or violate compliance policies
• Manage client audit schedule and maintain audit tracking log; consistently meet or exceed monthly audit goals
• Serve as a subject-matter expert (SME) for your area of expertise
• Effectively implement a variety of adult learning methodologies into instructional delivery
• Ensure all training material meets compliance standards
• Other duties as assigned

Skills

• Desired minimum 2 years' experience in Eligibility
• Excellent written and verbal communication skills
• Communicates clearly, directly, and with positivity
• Experience working with various training technologies and ability to learn new methodologies to deliver state of the art programs
• Excellent presentation and facilitation skills, including online or virtual training platforms (e.g., Ring Central, Teams, Zoom, etc.)
• Strong analytical and problem-solving skills, highly organized—strong attention to detail and quality awareness
• Talented multi-tasker can manage multiple projects/deliverables simultaneously and can quickly adapt to changes in an ever-changing business environment
• Customer service and relationship management skills
• Collaborative, enjoys working on a team, positive attitude, willingness to help where needed
• Expertise in Microsoft Office software suite (PowerPoint, Excel, Word)
• A certain degree of creativity and latitude is required
• Exceptional verbal and written communication skills
• Highest ethical standards and ability to respect all employee information as personal and confidential
• Heavy travel, as projects require. Will vary based on new business
• Leadership experience preferred
• Experience in a Healthcare environment preferred

Qualifications

Must Haves

• Desired minimum 2 years' experience in Eligibility
• Excellent written and verbal communication skills
• Communicates clearly, directly, and with positivity
• Experience working with various training technologies and ability to learn new methodologies to deliver state of the art programs
• Excellent presentation and facilitation skills, including online or virtual training platforms (e.g., Ring Central, Teams, Zoom, etc.)
• Strong analytical and problem-solving skills, highly organized—strong attention to detail and quality awareness
• Talented multi-tasker can manage multiple projects/deliverables simultaneously and can quickly adapt to changes in an ever-changing business environment
• Customer service and relationship management skills
• Collaborative, enjoys working on a team, positive attitude, willingness to help where needed
• Expertise in Microsoft Office software suite (PowerPoint, Excel, Word)
• A certain degree of creativity and latitude is required
• Exceptional verbal and written communication skills
• Highest ethical standards and ability to respect all employee information as personal and confidential
• Heavy travel, as projects require. Will vary based on new business

Nice to Haves

• Leadership experience preferred
• Experience in a Healthcare environment preferred

Benefits

• Remote-based role
• Medical, Dental & Vision Insurance
• 401K (100% match for the first 3% & 50% match for the next 2%)
• 15 days of PTO
• 7 paid Holidays
• 2 Floating holidays
• 1 Elevate Day (floating holiday)
• Pet Insurance
• Employee referral bonus program
• Teamwork: We believe in teamwork and having fun together
• Career Growth: Gain great experience to promote to higher roles