• Manage the overall relationship and expectations of their assigned clients • Leverage relationship with existing clients to obtain additional business and references for other services by providing high client satisfaction • Oversight of project management activities for all phases of the project lifecycle, which may include planning, tracking and completion of project deliverables • Provide consultant services for clients to determine scope of training needs and provide direction in determining the best solutions based on the client's business needs • Analyze and design training and documentation solutions in the context of the appropriate job roles, responsibilities, business process and procedures for eClinical and clients • Develop training solutions using authorware tools like Captivate or Articulate • Deliver training through instructor-led, virtual classrooms, and e-learning formats • Ensure compliance with eClinical and industry quality standards, guidelines and procedures • Develop personal training expertise to support the goals of eClinical • Other duties as assigned

• Deliver high quality in-person and virtual professional development sessions. • Collaborate with the Customer Success Training and Operations Coordinator to deliver engaging online and in-person professional development sessions aimed at enhancing educators' proficiency in leveraging Screencastify effectively. • Assist in the creation and design of session materials. • Ensure all created resources adhere to Screencastify's branding guidelines and uphold the highest standards of quality and professionalism.

• Deliver end-user and superuser training across IntusCare’s product suite, both virtually and onsite. • Conduct training sessions that are clear, engaging, and tailored to each client’s workflows and operational needs. • Support clients during go-live weeks, providing hands-on assistance and reinforcing best practices. • Prepare training materials, agendas, demonstrations, and scenarios to ensure effective sessions. • Serve as a trusted training resource to clients throughout their implementation journey. • Assist in identifying knowledge gaps, workflow challenges, or areas where retraining may be needed. • Partner with the Implementation team to maintain alignment on training timelines, readiness, and client progress. • Escalate concerns or risks to leadership as appropriate. • Maintain a strong understanding of IntusCare products, including navigation, workflows, and core functionality. • Stay current with product updates and enhancements to ensure accurate and up-to-date training content. • Document client training progress, attendance, and outstanding follow-up items.

• Deliver comprehensive, customer-focused training on the Reveleer platform across clinical coding, data retrieval, and analytics features • Facilitate live virtual training sessions for customers across clinical coding, data retrieval, and analytics platform features, ranging from one-on-one coaching to group sessions • Assess customer-level training needs based on project requirements, onboarding status, and performance data • Deliver interactive, role-specific training tailored to customer team structures and workflows • Provide one-on-one and small-group coaching to customers on platform functionality, coding standards, and retrieval processes • Train customers on how to access, interpret, and use Reveleer's analytics and reporting features within the platform • Partner with Learning and Development to develop customer training materials, including facilitator guides, job aids, quick-reference tools, and knowledge assessments • Work with Product and operational teams to ensure training materials reflect current platform capabilities and processes • Identify gaps in existing training resources and recommend updates based on customer feedback and performance trends • Gather feedback from training sessions and use performance data to refine training content and delivery methods • Review customer audit results and performance trends to identify re-education needs and coaching opportunities • Maintain current knowledge of clinical coding guidelines, retrieval workflows, and platform functionality • Support customers beyond initial onboarding with ongoing learning assistance and skill development • Liaise with Onboarding, Customer Success, and Operations teams to understand customer training needs • Coordinate with Product teams on platform updates and how they impact customer training • Work with Quality and Retrieval teams to ensure training aligns with compliance standards and operational expectations