• This role is responsible for supporting the Education and Training team at CLSI and ensuring the seamless operation, administration, and enhancement of CLSI’s educational technology platforms, including the Learning Management System (LMS), digital credentialing tools, and webinar delivery systems. • By managing day-to-day workflows, maintaining high-quality learner support, and driving process improvements, this position plays a key role in delivering an exceptional educational experience. • Manage production logistics for webinars including scheduling, coordinating day-of details, organizing speaker planning and preparation meetings, and providing on call support for speakers and presenters. • Oversee the day-to-day operations and performance of the LMS to ensure a smooth and seamless learner experience. • Manage the day-to-day operations within the Accredible digital badging and certificate platform. • Program and manage user administration for CLSI-issued customer surveys (education and other product/user experience content).

• Design and develop comprehensive, end-to-end curricula for mid- to senior-level ESOP administrators (Primary focus) and 401k administration (Secondary) • Translate complex topics (e.g., compliance, governance, valuation, fiduciary responsibilities, and plan administration) into structured, learner-centered educational experiences • Align curriculum to clearly defined learning outcomes, professional standards, and real-world application • Create high-quality instructional materials, including facilitator guides, participant workbooks, assessments, case studies, and scenario-based learning • Apply adult learning theory and best practices (e.g., experiential learning, problem-based learning, and assessment-driven design) • Design content for multiple delivery modalities, including instructor-led training, virtual learning, blended programs, and self-paced learning • Partner closely with subject matter experts (SMEs), ESOP/401k practitioners, and internal stakeholders to ensure technical accuracy and relevance • Facilitate design sessions and content reviews with SMEs and leadership • Incorporate stakeholder feedback while maintaining instructional integrity and learning effectiveness • Establish and maintain instructional design standards, templates, and style guidelines • Evaluate learning effectiveness using assessments, learner feedback, and performance outcomes • Continuously refine curriculum based on learner needs, industry changes, and program goals

Role Description The incumbent will report to the Director of Learning and Leadership Development and be primarily responsible for planning, developing, implementing, evaluating and conducting instructor-led trainings for Telecare leaders, and other staff as requested by programs. Qualifications - Bachelor’s degree and five (5) years’ experience supervising and managing performance of others, or master’s degree and two (2) years’ experience supervising and managing performance of others - Two (2) years’ experience in facilitating soft skills training in person and remotely - must be comfortable with travel - Proven ability to build teams - Demonstrated ability to drive and influence leadership, staff and HR partners - Proven ability to design and present engaging and impactful programs with documented improvement in individual, team and company performance - Proven ability to be self-directed and take initiative while working autonomously from a remote location - Must be highly reliable and customer-focused - Must be at least 18 years of age - Valid and current driver’s license, and personal vehicle insurance with your name listed as a driver - Willingness to use your personal vehicle to attend meetings, etc. (weekly mileage reimbursement at the IRS rate) Requirements - All opportunities at Telecare are contingent upon successful completion and receipt of acceptable results of the applicable post-offer physical examination, 2-step PPD test for tuberculosis, acceptable criminal background clearances, excluded party sanctions, and degree or license verification - If the position requires driving, valid driver license, a motor vehicle clearance and proof of auto insurance is required at time of employment and must be maintained throughout employment - Additional regulatory, contractual or local requirements may apply Benefits - The expected starting salary wage is $88,000 - $106,647.00 annually - Telecare applies geographic differentials to its pay ranges - Starting pay is commensurate with relevant experience above the minimum requirements Essential Functions - Demonstrate the Telecare mission, purpose, values and beliefs in everyday language and contact with the internal and external stakeholders - Develops and conducts instructor-led, dynamic, learner driven Leadership training events throughout the Telecare enterprise including New Hire Orientation - Responsible for researching exciting, interactive and creative ways to deliver soft skills training, information and material - Partners with subject matter experts, both in and outside of Telecare, to ensure training content reflects the most current leadership processes and policies for application within our dynamic environment including: - Creates and maintains content and its development for all leadership and staff non-clinical training, including facilitator guide, participant workbook and PPT - Manages and updates content based on feedback from leaders and participants, as necessary to adapt to policy & process changes - Maintain records and reports within the Learning Management System of all staff education that has been provided - Drive other projects as needed by executives or as business needs change - Partner with the training team to keep the training calendar, SharePoint site and other training communication up to date and relevant - Work closely with Telecare Leaders to support training requests by developing training to meet their needs or helping to identify outside resources - Facilitate training three to four (3-4) days each week based on the annual training calendar - Travel is required - Duties and responsibilities may be added, deleted and/or changed at the discretion of management Skills - Facilitation of small and large groups both in person and remotely using a virtual platform - Clear and effective verbal and written communication - Knowledge of principals of adult learning - Engaging manner that fosters open communication - Ability to develop interactive training - Highly organized in record maintenance - Advanced skills in Microsoft Office Suite, specifically PowerPoint Physical Demands The physical demands here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is occasionally required to sit, bend, squat, kneel, crawl, climb and lift and carry items weighing 50 pounds or less as well as to frequently walk, stand, twist, reach and do simple and power grasping. The position requires also requires driving and flying. Visual requirements include computers, books and video exposure. EOE AA M/F/V/Disability If job posting references any sign-on bonus internal applicants and applicants employed with Telecare in the previous 12 months would not be eligible.

• Product Expert – Become an expert in our software & the home services industry so that training courses are highly “industry-relevant”. • Deliver exceptional training, transition management & coaching – Deliver engaging instructor-led training courses & webinars, both on-site and online via web conferencing. • Embed Best Practices – Adapt demos, examples & approaches to 1-on-1 training courses to focus on “best practices” for different ServiceTitan user types. • Transition / Change Management – Help guide customers on managing their teams’ transition to ServiceTitan. • Contribute to Training Program Development & Maintenance – Assist Training Content Developers by contributing to the launch & upkeep of engaging training & certification programs in our Litmos LMS. • Other – Assist with special projects as assigned at the discretion of team management.