Client Success Trainer

American Consumer Credit Counseling

. Develop engaging training resources, including manuals, presentations, and multimedia content, focused on digital tools, client service, and automation .

Posted 10/9/2026full-timeRemote • Oregon • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and facilitating training programs focused on digital tools and customer service best practices, while ensuring compliance with regulatory standards. Proficient in utilizing CRM systems and integrating AI technologies to enhance training effectiveness.

Highest-signal resume keywords

Training DevelopmentCustomer Service Best PracticesCRM System ProficiencyPFE Debt Management Professional CertificationAI Technology Integration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Training Resource DevelopmentAssessment and FeedbackSOP Creation and UpdateDigital Tools TrainingPerformance Evaluation

Soft Skills

Strong Verbal CommunicationOrganizational SkillsInterpersonal SkillsAttention to DetailTime Management

Tools & Technologies

CRM SystemsAI TechnologiesMultimedia Content CreationPresentation SoftwareDigital Training Tools

Certifications & Qualifications

PFE Debt Management Professional CertificationCSM Certification

Industry Keywords

Client ServiceTraining ProgramsRegulatory ComplianceDMP KnowledgeCEU Tracking

About the role

Key responsibilities & impact

Develop engaging training resources, including manuals, presentations, and multimedia content, focused on digital tools, client service, and automation
Facilitate interactive training on communication, customer service best practices, DMP knowledge, and system tools
Evaluate trainee performance through assessments, coaching, and feedback
Develop and monitor training timelines and task-specific completion expectations
Research new technologies and evolving service strategies
Partner with leadership to identify training needs, set strategic goals, and assess outcomes
Support the Training Committee in designing, updating, and executing training programs
Integrate and train staff on AI technologies such as chatbots, virtual assistants, and predictive analytics
Provide training on ACCC’s CRM system and client portal
Lead certification preparation, administer exams, and ensure compliance with PFE and internal standards
Track CEU completions and maintain CSM certification eligibility
Create and update SOPs for consistency, accuracy, and regulatory compliance
Support special projects and initiatives assigned by department leadership

Requirements

What you’ll need

High School Diploma or equivalent required
Minimum 2 years in customer service or a related role, or equivalent combination of education and experience
Must obtain PFE Debt Management Professional Certification within 12 months of hire
Prior experience in a supervisory, training, or team lead capacity preferred
Strong verbal and written communication
Proficiency in computer applications and CRM systems
Organizational and time management skills
Team collaboration and interpersonal skills
Ability to follow and teach procedures effectively
Attention to detail and professionalism, especially via phone and email
Must be able to sit or stand for extended periods
Requires occasional lifting up to 25 lbs., reaching, and filing
Proper lifting techniques must be followed

Benefits

Comp & perks

Comprehensive health insurance including medical, dental, and vision coverage
Medical and dependent Flexible Spending Account (FSA)
Short-Term and Long-Term Disability; Life Insurance
401(k) retirement plan with company matching
Paid time off and paid holidays
Remote work flexibility
Professional development and training opportunities
Supportive team environment and mission-driven culture