Client Success Team Trainer
- Remote, United States
- Mid-level
- Posted 3 weeks ago
or apply from Claude / ChatGPT / Muse
Training role for client success and disbursement staff, building programs that fold in automation and AI, plus certification and procedure upkeep.
About the role
Training design and delivery for client-facing teams is the core of the job, with certification compliance and written procedures kept current alongside it. Automation and AI tools are part of how the training is built and taught.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- CRM systems, Customer service, Predictive analytics, Chatbots, Standard operating procedures
- Posted
- 8 Oct 2026
- Last checked
- 4 Nov 2026
What you will do
- Build training materials such as manuals, presentations and multimedia content
- Run interactive sessions on service practices, system tools and debt management knowledge
- Track trainee progress through assessments, coaching and feedback
- Set training timelines and break tasks into clear completion targets
- Maintain standard operating procedures and keep them compliant
- Train staff on AI tools such as chatbots, virtual assistants and predictive analytics
What they look for
- At least two years in customer service or a comparable role, or equal education and experience
- High school diploma or equivalent
- PFE Debt Management Professional Certification within a year of hire
- Strong written and verbal communication and comfort with CRM systems
- Organizational skills and the ability to teach procedures clearly
Nice to have
- Prior supervisory, training or team lead experience
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job peficjuf6xQuestions about this job
Can I do this job remotely, and from which countries?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a mid-level role. The posting asks for: at least two years in customer service or a comparable role, or equal education and experience; high school diploma or equivalent; PFE Debt Management Professional Certification within a year of hire. Skills it names include CRM systems, Customer service, Predictive analytics, Chatbots.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
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