ThoughtFull - Employee Mental Wellbeing

Financial Planning and Analysis

• Facilitate webinars, seminars, and workshops that promote financial wellbeing, literacy, and money management.
• Engage participants through clear communication, practical guidance, and relatable real-life examples.
• Plan, design, and deliver interactive learning sessions on financial health topics — such as budgeting, personal finance management, savings, investing fundamentals, and long-term financial planning — tailored to diverse audiences.
• Collaborate with the ThoughtFull team to develop, refine, and enhance financial wellbeing training materials, tools, and workshop resources to ensure relevance, accuracy, and impact.

Financial Wellness Trainer

Customer Success Manager

• Build strong rapport with key client stakeholders and own the entire client lifecycle from successful onboarding, launch to ongoing relationship and/or engagement initiatives management, quarterly business reviews and driving business growth through renewals by increasing an account’s annual recurring revenue and in parallel, reduce risk of churn.
• Enhance client satisfaction and trust by boosting adoption, retention, and engagement through proactive monitoring and analysis of client data, providing valuable recommendations, and identifying opportunities for upselling and cross-selling.
• Demonstrate expert understanding of ThoughtFull’s products, services, and engagement initiatives.
• Develop and deliver activation programs and/or engagement and communications plans at scale (including collaboration with internal teams) to drive education, increase engagement levels and create meaningful quantified impact based on client’s needs.

Financial Wellness Trainer

Client Success Manager