Team Lead, Client Trainer at Boldr

WHAT IS YOUR ROLE


As Team Lead, Client Trainer, you are responsible for overseeing the delivery of training programs that support new client implementations, operational expansions, and internal transitions. You manage the day-to-day activities of Client Trainers and ensure that training initiatives are executed on time, aligned with operational objectives, and delivered with consistent quality.
In this role, you translate implementation goals into structured training plans, coordinate cross-functional efforts, and support teams and client trainers through onboarding and early production phases. You act as a key point of contact for training within assigned implementations, helping ensure readiness, performance stability, and smooth knowledge transfer.
You are accountable for team performance, training schedules, and delivery outcomes, while also identifying opportunities to improve training processes within your area of responsibility.


WHY DO WE WANT YOU


We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.


WHAT WILL YOU DO Implementation Training Delivery


Assign client trainers to implementations and expansion opportunities and ongoing client needs
Own the execution of training programs for new client implementations, expansions, and operational transitions
Translate implementation objectives into structured training plans, schedules, and milestones
Ensure training readiness for assigned client launches and internal team transitions
Lead complex or high-impact training sessions when additional support is required
Monitor training progress and adjust plans to meet timelines and operational goals.


Team Leadership & Day-to-Day Management


Directly manage Client Trainers, providing guidance, coaching, and performance feedback
Set clear priorities, schedules, and quality expectations for the training team
Conduct regular check-ins, facilitation reviews, and performance assessments
Support hiring, onboarding, and ramp-up of new trainers as needed
Foster a collaborative, accountable, and solutions-oriented team environment.


Training Program Coordination & Content Oversight


Oversee the preparation, maintenance, and accuracy of training materials and job aids
Ensure training content reflects client workflows, tools, and operational expectations
Maintain consistency across training programs by following established frameworks and standards
Coordinate with Implementation and Operations teams to align training with process updates
Support updates to training curricula based on feedback and performance trends
Assist in developing new trainings such as tool specific training, Team Captain training, etc.


Cross-Functional & Client Collaboration


Act as the primary training contact for assigned implementations
Work closely with Implementation, Operations, Quality, and Workforce teams to align training with operational goals
Participate in client discussions to understand process changes and learning requirements
Identify training-related risks and recommend practical solutions
Help coordinate efforts across project teams to meet schedules and performance targets.


Post-Go-Live Support & Performance Stabilization


Oversee training support during early production phases for new or expanding programs
Ensure smooth transition from training to steady-state operations
Identify performance gaps related to training and coordinate targeted interventions
Support operational changes, new workflows, and team transitions through focused training efforts
Serve as an escalation point for complex training or knowledge-transfer issues.


Training Metrics & Process Improvements


Track training schedules, completion rates, and readiness indicators
Review post-training performance data to identify trends and improvement opportunities
Provide insights and recommendations to the Senior Manager on training effectiveness
Implement process or content adjustments to improve outcomes within existing frameworks
Contribute to the refinement of training procedures for the immediate team or function


Requirements WHAT WE'LL LIKE ABOUT YOU

YOU ARE...


Curious and authentic, just like us! #beboldr
A strategic thinker who balances execution with long-term scalability
A collaborative leader who builds strong cross-functional partnerships
Analytical, detail-oriented, and data-driven
Passionate about client success and operational excellence
Comfortable operating in dynamic, fast-scaling environments


YOU HAVE...


2+ years of leadership experience
4+ years Training skills: You will need to be able to speak in a friendly way to deliver accurate and clear content, listening to people's needs and helping communicate options for them
Proficiency with learning management systems and other relevant e-learning tools
A foundational understanding of AI and their application in business operations
Experience with AI enabled platforms (e.g. CRMs, data analysis tools) and the ability to explain complex technical concepts to a non-technical audience.
A flexible curious mindset, with the ability to adapt to new technologies and integrate them into existing workflows
Analytical skills with the ability to use data to drive decisions
Excellent skills in both written and verbal communication