Manager, Professional Services & Client Training

• Dec 2018 - Present

Learning Consultant

• May 2018 - Dec 2018

Product Trainer

• Jan 2016 - May 2018

• Conducted training courses and webinars on enterprise-level practice management software platforms, ranging from new user overview to advanced feature training • Collaborated with marketing and sales teams on the development and execution of webinars and customized software training for prospective clients • Installed and implemented server/client solutions, integrated with 3rd party applications such as MS Office and QuickBooks • Provided comprehensive client support and… Show more • Conducted training courses and webinars on enterprise-level practice management software platforms, ranging from new user overview to advanced feature training • Collaborated with marketing and sales teams on the development and execution of webinars and customized software training for prospective clients • Installed and implemented server/client solutions, integrated with 3rd party applications such as MS Office and QuickBooks • Provided comprehensive client support and troubleshooting assistance for all AbacusNext software platforms Show less • Conducted training courses and webinars on enterprise-level practice management software platforms, ranging from new user overview to advanced feature training • Collaborated with marketing and sales teams on the development and execution of webinars and customized software training for prospective clients • Installed and implemented server/client solutions, integrated with 3rd party applications such as MS Office and QuickBooks • Provided comprehensive client support and… Show more • Conducted training courses and webinars on enterprise-level practice management software platforms, ranging from new user overview to advanced feature training • Collaborated with marketing and sales teams on the development and execution of webinars and customized software training for prospective clients • Installed and implemented server/client solutions, integrated with 3rd party applications such as MS Office and QuickBooks • Provided comprehensive client support and troubleshooting assistance for all AbacusNext software platforms Show less

Client Education Specialist

• Jan 2015 - Jan 2016

• Led development and implementation of a series of initiatives designed to improve scope and awareness of iTRADE Client Education offerings and programs such as live education seminars, new orientation training for internal stakeholders and the overhaul of the interactive learning module series • Created web-based, interactive learning modules to educate clients on self-directed investing • Facilitated webinars with industry experts and monitored client satisfaction survey… Show more • Led development and implementation of a series of initiatives designed to improve scope and awareness of iTRADE Client Education offerings and programs such as live education seminars, new orientation training for internal stakeholders and the overhaul of the interactive learning module series • Created web-based, interactive learning modules to educate clients on self-directed investing • Facilitated webinars with industry experts and monitored client satisfaction survey results • Provided expertise and consultative support to clients, cross-functional partners and vendors Show less • Led development and implementation of a series of initiatives designed to improve scope and awareness of iTRADE Client Education offerings and programs such as live education seminars, new orientation training for internal stakeholders and the overhaul of the interactive learning module series • Created web-based, interactive learning modules to educate clients on self-directed investing • Facilitated webinars with industry experts and monitored client satisfaction survey… Show more • Led development and implementation of a series of initiatives designed to improve scope and awareness of iTRADE Client Education offerings and programs such as live education seminars, new orientation training for internal stakeholders and the overhaul of the interactive learning module series • Created web-based, interactive learning modules to educate clients on self-directed investing • Facilitated webinars with industry experts and monitored client satisfaction survey results • Provided expertise and consultative support to clients, cross-functional partners and vendors Show less

Academic & eLearning Coordinator

• Jul 2012 - Oct 2014

• Hired, managed, and evaluated instructors at the postgraduate academic level • Responsible for preparation of classroom allocation and teaching schedules to meet logistical and program requirements of the college • Ensured the Ministry of Training Colleges and Universities’ (MTCU) academic change processes and academic program quality assurance rules, regulations and practices were up-held in all programs • Conducted orientation and training sessions for students and… Show more • Hired, managed, and evaluated instructors at the postgraduate academic level • Responsible for preparation of classroom allocation and teaching schedules to meet logistical and program requirements of the college • Ensured the Ministry of Training Colleges and Universities’ (MTCU) academic change processes and academic program quality assurance rules, regulations and practices were up-held in all programs • Conducted orientation and training sessions for students and instructors • Deployed and maintained MOODLE Learning Management System and managed team of Instructional Designers creating of SCORM-compliant web-based curriculum Show less • Hired, managed, and evaluated instructors at the postgraduate academic level • Responsible for preparation of classroom allocation and teaching schedules to meet logistical and program requirements of the college • Ensured the Ministry of Training Colleges and Universities’ (MTCU) academic change processes and academic program quality assurance rules, regulations and practices were up-held in all programs • Conducted orientation and training sessions for students and… Show more • Hired, managed, and evaluated instructors at the postgraduate academic level • Responsible for preparation of classroom allocation and teaching schedules to meet logistical and program requirements of the college • Ensured the Ministry of Training Colleges and Universities’ (MTCU) academic change processes and academic program quality assurance rules, regulations and practices were up-held in all programs • Conducted orientation and training sessions for students and instructors • Deployed and maintained MOODLE Learning Management System and managed team of Instructional Designers creating of SCORM-compliant web-based curriculum Show less

Education Section Training Manager

• Feb 2009 - Nov 2011

• Successfully managed day-to-day operations of the Upper-Level Course section comprising 700+ students with an annual growth of 5-10% in an extremely competitive environment • Designed and delivered a range of new training workshops to enhance instructors’ skills in classroom management, customer care, eLearning, sales training and annual refresher trainings • Organized annual training schedules for 150+ instructors in a fast-paced and fluid environment • Tracked customer… Show more • Successfully managed day-to-day operations of the Upper-Level Course section comprising 700+ students with an annual growth of 5-10% in an extremely competitive environment • Designed and delivered a range of new training workshops to enhance instructors’ skills in classroom management, customer care, eLearning, sales training and annual refresher trainings • Organized annual training schedules for 150+ instructors in a fast-paced and fluid environment • Tracked customer satisfaction survey results and retention rates; and implemented action plans that resolved less than satisfactory results • Centralized, standardized and improved teaching materials (lesson plans, handouts, media) • Developed and implemented a number of nationwide programs such as; expanded teaching manuals, a new hire mentorship program, and an instructors’ website portal

Instructor

• May 2005 - Feb 2009

• Taught a range of ESL courses including conversational, business and intensive English in a variety of learning settings • Received top tier scores in customer satisfaction and student retention rates for six years consecutively • Promoted to Assistant Trainer (audited lessons and provided instructors with feedback)