Client Success Trainer

Job description:

eDist is a fast-growing Platform-as-a-Service (PaaS) company that helps B2B organizations buy, sell, and support subscription software and companion hardware ’re on the verge of launching the newest release of our PaaS, which will unlock powerful new capabilities for our existing partner ecosystem and attract many new partners and vendors. This next chapter includes expanding our platform, entering new verticals, and preparing the organization for future global growth and pre-IPO readiness.

Historically known as the leading value-added distributor in speech recognition and healthcare (including Dragon solutions and companion hardware like professional microphones), we now operate as a modern revenue platform—supporting VARs, corporate resellers, referral partners, and direct customers across the U.S., Canada, and the Caribbean. With distribution centers in New Jersey and Canada, we combine strong operational execution with high-touch professional services such as training, implementation, project management, and advanced technical support.

eDist is a stable, well-funded, non-seasonal growth company headquartered in Bonita Springs, Florida, where teams work onsite, collaborate closely with all locations, and enjoy doing meaningful work with top healthcare B2B brands.

We are looking for great people who can grow their careers in our quickly expanding company and look to promote from within the eDist Pro Services Client Success Team.

Trainers deliver high-quality, engaging training experiences for clients using AI software solutions. This role combines product expertise, technical troubleshooting, workflow optimization, and customer service to ensure smooth onboarding and long-term user success.

Trainers serve as trusted advisors throughout implementations, upgrades, and ongoing use of our solutions. They deliver training in multiple formats (on-site, virtual, one-on-one, or classroom), provide first-tier technical support, document workflows, and help clients adopt efficient, effective practices. Our goal is to deliver exceptional client outcomes and maintain a 98% satisfaction rating.

• Facilitate engaging training sessions on-site or remotely, in group or individual formats, using adult learning and instructional best practices.
• Guide clients through new implementations and upgrade processes, ensuring smooth adoption and configuration.
• Assess, document, and optimize workflows using Dragon speech recognition within applications such as EHRs, Microsoft Word, and Outlook.
• Provide first-tier technical support to diagnose and resolve product, configuration, or workflow issues via phone, web, or email.
• Support clients with basic product installations, initial setup, and system readiness checks.

• Record training activities, client feedback, workflow guidance, and support interactions in Hub Spot or other internal systems.
• Track client progress, challenges, and successes for follow-up, reporting, and continuous improvement.
• Maintain accurate documentation of utilization, support cases, and client deliverables.

• Collaborate with team members to ensure consistent, high-quality delivery and shared best practices.
• Provide client insights, workflow recommendations, and product feedback to the Training Manager.
• Assist with internal product training, light project management tasks, or team initiatives as needed.
• Identify and refer opportunities for additional services or products to the sales team.
• Stay current on product updates, trends, workflow changes, and required certifications.
• Follow company travel guidelines and expectations for on-site training engagements.

• 1–3 years of experience in training, technical support, customer service, education, or a related role.
• Strong communication and presentation skills across virtual and in-person settings.
• Comfort learning new technologies and explaining technical concepts in user-friendly terms.
• Experience with Microsoft Office applications (Word, Outlook, Teams, etc.).
• Strong problem-solving skills with the ability to troubleshoot basic technical issues.
• Ability to travel for on-site training engagements as needed.
• High attention to detail and strong documentation habits.

• Experience with Dragon speech recognition software or similar technologies.
• Familiarity with EHR systems or workflows in clinical environments.
• Experience using a CRM (Hub Spot preferred).
• Background in adult learning, instructional design, project coordination, or SaaS onboarding.

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance