Improvifi, LLC
Client Success Manager - Trainer
Remote
·
Full time
Company website
The Trainer CSM delivers structured training to ensure clients understand how to use Improvifi’s platform and successfully implement it within their business. This role focuses on clarity, execution, and client confidence.
About Improvifi, LLC
Improvifi is a fast-growing fintech SaaS company transforming how home improvement contractors offer financing to their customers. Through a streamlined platform, we provide contractors with the tools, training, and support needed to close more deals, increase project sizes, and grow their businesses.
Our approach is simple: make financing easy, accessible, and effective. By combining technology with hands-on support, Improvifi empowers contractors to compete at a higher level while delivering better solutions to their customers.
As a fully remote company, we are building a high-performance team focused on growth, innovation, and results. At Improvifi, every team member plays a direct role in shaping the future of the business and driving meaningful impact.
Description
Department: Client Success | Reports To: Director of Client Success
Overview
The Trainer CSM is responsible for delivering structured, high-impact training that equips clients and their teams to effectively use Improvifi’s platform. This role ensures clients understand not just how to use the tools—but how to succeed with them.
Role Objective
To deliver timely, effective training that results in confident, capable clients who can implement Improvifi’s systems immediately.
Key Responsibilities
- Deliver all assigned trainings within 7 days of assignment
- Conduct engaging, structured Zoom training sessions for clients and their teams
- Train clients on platform usage, sales processes, and financing strategies
- Complete and upload training debriefs within 1 business day of each session
- Verify onboarding completion prior to initiating training
- Ensure clients understand and can execute key workflows and best practices
- Maintain consistent training quality and standards across all sessions
Success Metrics
- 100% training completion within ≤7 days
- Debriefs completed within 1 business day
- Training scorecards averaging ≥80%
- High client confidence and readiness post-training
What We’re Looking For
- Strong presenter with excellent communication skills
- Ability to simplify complex processes into actionable steps
- Engaging, confident, and client-focused
- Detail-oriented with strong documentation habits
Salary
$50,000 - $80,000 per year