Financial Educator, Trainer
Shady Grove Fertility
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Design, update, and deliver financial training programs for USF staff, including onboarding, orientation, and competency assessments
- Develop and maintain training materials aligned with organizational needs and financial workflows, policies, and systems
- Train staff on practice management, EMR, insurance processes, practice financial programs, and revenue cycle operations
- Collaborate with leadership, HR, RCM, Clinical Operations, and office teams to meet training and operational needs
- Manage training schedules, documentation, resources, and remote or on-site sessions, including new office implementations
- Monitor staff performance, quality, and patient satisfaction, providing coaching, continuing education, and support to ensure excellence; Onboard new staff
- Serve as a Super User for financial systems, maintain technical expertise, and stay current on industry updates
- Promote professional development, lead educational initiatives, and act as a role model for ethics, safety, and service excellence
- Ensure compliance with financial policies, SOX, HIPAA, and other legal regulations, reporting issues as needed
- Maintain confidentiality of patient and employee information while supporting operational goals
Requirements
- Associates degree in Business Administration or other relevant field required; Bachelors’ degree preferred; Additional years of relevant experience beyond that required may be substituted for higher education
- Minimum 5 years’ experience in healthcare industry required; Women’s health & infertility experience preferred
- Proficiency in Microsoft Office required including Word, Excel, and PowerPoint
- Training, facilitation, coaching and mentor skills required
- Ability to work as part of a multi-disciplinary team and promote team building required
- Verbal and written abilities to communicate accurately and concisely required
- Excellent interpersonal skills and ability to build and maintain effective working relationships required
- Certifications in training and development and/or experience in teaching preferred
Benefits
- Medical, dental, and vision insurance
- 401(k) with company match
- Tuition assistance and professional development support
- Performance-based bonus opportunities
- Generous paid time off, paid holidays, and paid parental leave
- Life and disability benefits
- Fertility Discount Program
- Employee wellness and recognition programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial training programstraining materials developmentpractice managementEMRinsurance processesrevenue cycle operationscoachingcontinuing educationcompliance with financial policiesSOX
Soft Skills
team buildingcommunicationinterpersonal skillsleadershipmentoringcollaborationperformance monitoringprofessional developmentrole modelingconfidentiality
Certifications
training and development certification