Own the design and facilitation of the CHW onboarding and ongoing training focused on member engagement, care coordination, documentation, and community resource navigation grounded in best practices and industry standards
Create and maintain training materials (scripts, role plays, workflows, and field guides) that reflect real CHW scenarios and support consistency across the team
Partner with CHW managers and field teams to identify gaps, gather feedback, and continuously improve training based on member needs, program goals, and performance data
TrainingFacilitationInstructional DesignContent Development
Define and maintain CHW capacity model, aligning it to plan requirements and operational demand.
Assign CHWs to geographies based on demand and coverage needs, ensuring local alignment.
Own onboarding and ongoing training for CHWs, translating workflow requirements into training programs.
Zócalo Health is a tech-enabled, community-oriented primary care organization serving people who have historically been underserved by the one-size-fits-all healthcare system. Founded in 2021, Zócalo Health is backed by leading healthcare and mission-aligned investors and is scaling rapidly across states and populations.
Serves as a liaison between service providers and assists with enrollment in community resources.
Completes applications for resources and paperwork for provider visits.
Follows up and tracks referrals and outcomes for pharmacy, DME, and home care.
Strive Health aims to transform the kidney care system through early identification and comprehensive coordinated care. They integrate with local providers, embrace diversity, and support each other, making Strive a great destination for top talent in healthcare.
Partner cross-functionally with subject matter experts to develop curriculum, training plans, job aids, videos, and necessary training materials for clinical and non-clinical teams
Assist with onboarding tasks and help develop best practices to optimize our onboarding process
Directly present training content for different audiences
Imagine Pediatrics is a tech-enabled, pediatrician-led medical group that reimagines care for children with special health care needs. They deliver 24/7 virtual-first and in-home medical, behavioral, and social care, working with families, providers, and health plans.
Own the end-to-end development of training materials, curricula, and learning assets.
Facilitate engaging, effective training sessions across our fully remote team.
Partner with PAC Leadership to identify and act on emerging training needs.
Sono Bello is a cosmetic surgery specialist, with 185+ board-certified surgeons who have performed over 300,000 procedures. They foster a dynamic and high-energy work environment where every team member can make a difference.
Scale a clinical training program tailored for virtual clinicians.
Help design engaging, evidence-based training materials, including presentations, manuals, videos, and e-learning modules.
Implement processes for competency assessments, skills validation, and continuing education.
Sprinter Health aims to dramatically expand access to healthcare by reimagining the patient experience, delivered at home and powered by technology for scale. They are building the technology and clinical services platform to make preventive, connected healthcare accessible for everyone in the US, with a team of technologists, clinicians, and operators.
Onboard new team members with an emphasis on helping them learn their job role and connect with our culture.
Design and facilitate training curriculum tailored to call center roles, including presentations, job simulations, role-playing exercises, web-based courses, videos, and other blended learning materials.
Engage with team members and managers to assess on-going training needs on process, procedures, systems, and regulatory updates.
Nasium Training, LLC is UMA Education, Inc.’s workforce development subsidiary offering short, unaccredited, and customized healthcare training opportunities to its employer partners. They are one of four healthcare education groups associated with UMA Education, Inc., a nonprofit organization.
Communicate and provide education to members and providers on insurance plan benefits and digital health solutions.
Employ active listening & motivational interviewing skills, and can handle difficult calls tactfully, professionally and document accordingly that can build patient trust and engagement.
Accurately track and document work on a variety of internal software tools and platforms.
Evry Health is on a mission to bring humanity to health insurance. They provide high-technology health plans that expand benefits, increase access and transparency, and feature a personalized, human approach. Evry Health is the major medical division of Globe Life (NYSE:GL), which has 16.8 million policies in force, and more than 3,000 corporate employees and 15,000 agents.
Play an active role in member registration and enrollment, including organizing community engagement and outbound outreach calls/texts.
Engage with a panel of assigned members to provide care navigation, appointment logistics, prescription drug support, lab support, referral coordination, care plan adherence support, and resource sharing.
Serve as the primary relationship holder for members with behavioral health needs; provide consistent outreach, follow-up, and re-engagement support, including after ED/inpatient discharge when applicable.
Zócalo Health is a tech-enabled, community-oriented primary care organization serving people who have historically been underserved by the one-size-fits-all healthcare system. They combine local, community-based teams with virtual care and modern technology to deliver coordinated, whole-person care where members live and receive support.
Support the Manager of Training in designing and maintaining onboarding and continuing education programs.
Build training content such as documenting SOPs, video walkthroughs, playbooks, and e-learning modules.
Serve as a second line resource by responding to inquiries via phone and email.
HDM Capital, founded in 2017, is a leader in solar finance, built by experienced professionals with deep expertise in solar sales and renewable energy lending. They aim to provide homeowners and EPC partners with the most seamless, affordable path to solar adoption, blending excellent customer service with reliable financing solutions.
Own and drive the Training and QA roadmap, balancing near-term operational needs with longer-term capability building across the organization.
Design and implement scalable onboarding programs, including curriculum development, certification frameworks, and role-based learning paths for new hires.
Define and operationalize a centralized QA framework across all support channels (e.g., messaging, email, voice), including scorecards, audit methodologies, and calibration processes.
Ro is a direct-to-patient healthcare company with a mission of helping patients achieve their health goals by delivering the easiest, most effective care possible. Since 2017, Ro has helped millions of patients and is consistently recognized as a top workplace.
Assist customers in learning and adopting the brightwheel product for their center
Own a running portfolio of 100+ accounts throughout the 4-12 week brightwheel customer onboarding process
Overcome customer objections to ensure the customer feels confident with the positive change and value brightwheel will bring to their program
Brightwheel is the largest and fastest-growing platform in early education. They are trusted by millions of educators and families every day, and backed by top investors. Their team is passionate, talented, and customer-focused, with remote employees across every US time zone, as well as select offices in the US and internationally.
Own the full implementation process from contract signing to post-launch stabilization, developing customized launch plans.
Educate frontline care staff on Meela’s value and how to champion it with residents and families.
Track adoption metrics and act on findings, flagging issues early and working cross-functionally to resolve them.
Meela builds phone-based AI tools for older adults and their caregivers, addressing loneliness and caregiver burnout. They are backed by tier-one venture capital and live in senior living communities across the U.S., with a focus on scaling responsibly and improving the product in partnership with users.
Create meaningful, practical, and scalable learning experiences for the Revenue Sales organization.
Develop and deliver training programs, collaborating with Revenue leaders and Enablement team members.
Drive strategies that amplify Human Interest's mission to make retirement accessible to all.
Human Interest aims to provide retirement benefits to all workers by making it affordable and accessible for small and medium-sized businesses to offer retirement plans. They're a high-growth fintech company backed by investors like BlackRock, TPG, and SoftBank.
Work as a member of the behavioral health team to expand organizational support.
Provide culturally appropriate health education and utilize critical thinking to navigate systems.
Facilitate the coordination of care and community resources to meet the patient's plan.
Southcoast Health is a not-for-profit health system with hospitals, clinics, and facilities throughout Southeastern Massachusetts and Rhode Island. They are committed to providing ethical workplaces where caregivers offer comprehensive healthcare close to home.
Facilitate onboarding programs and new hire training for Operations team members across multiple operational functions
Deliver ongoing learning sessions and skill development programs for tenured employees
Create engaging, inclusive learning environments that promote knowledge retention, participation, and skill development
Kin simplifies homeowners' lives, especially in areas with climate risks and rising costs. They provide smarter homeowners insurance and aim to expand to cover all homeowner needs, utilizing data, technology, and support. Kin is a remote-first company with employees across 35+ states.
Deliver hands-on care navigation services to a diverse patient population.
Partner directly with leadership to design and document care navigation workflows, SOPs, and standards of care.
Contribute to hiring, mentoring, and performance of future team members.
Carewell is dedicated to providing trusted caregiving solutions and support for individuals and families. They extend commitment beyond products to person-centered navigation, care coordination, and advocacy services. Carewell has been recognized as one of the fastest-growing companies in the US.
Support planning and execution for virtual and in-person programs.
Draft and refine participant communications, including confirmations, reminders, and follow-ups.
Proofread and lightly edit program curricula, handouts, and supporting resources.
Principled Business is a 501(c)(3) nonprofit organization activating capitalists to advance the principles of capitalism. They convene and equip investors, executives, and entrepreneurs to see themselves as moral agents whose work advances human dignity, agency, prosperity, and happiness.
Produce engaging pre-recorded demos and trainings of our products with appropriate software.
Own and lead the educational efforts to internal and external stakeholders of NIQ retail collaboration products.
Develop and maintain reusable templates and assets for easy lift-and-shift capabilities to prospective client implementations.
NIQ delivers a complete and clear understanding of consumer buying behavior, revealing new pathways to growth. NIQ combined with GfK in 2023 and operates in 100+ markets, striving to foster an inclusive workplace that mirrors the rich diversity of the communities and markets they serve.
Assess member needs in physical health, mental health, and social supports.
Oversee the development of client care plans and goal settings.
Connect clients to social services, advocate for their needs, and ensure documentation.
Vynca is dedicated to transforming care for individuals with complex needs, fostering a close-knit community committed to caring for each other and the people they serve. Guided by core values like excellence and compassion, Vynca empowers employees to make a profound difference in providing comprehensive care for more quality days at home.