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Workflow Consultant & Trainer

Role overview

Qualifications

  • Bilingual Communication — Korean & English (Required)
  • 2–5+ years of experience in customer training, clinical education, software onboarding, or workflow consulting
  • Ability to translate complex platform functionality into clear, practical workflow guidance
  • Proven ability to work effectively in a field-based role

Responsibilities

  • Design and lead bilingual onboarding and training sessions for providers and clinical staff
  • Partner with practices to assess current workflows and provide tailored workflow recommendations
  • Represent Elation Health at local provider events and build trust with healthcare communities
  • Maintain accurate records of training delivery and report on training KPIs

Key facts

Hard skills

Other skills

  • Training And Development
  • Technical Acumen
  • Communication
  • Collaboration
  • Presentations

About the company

Elation Health logo

Elation Health

Digital Health & Health Tech

Elation Health is the most trusted technology platform for high-value primary care. Since 2010, the company has delivered clinical-first solutions — built on a collaborative EHR platform — that help practices start, grow, communicate, and succeed in delivering the highest-quality personalized care to patients. Elation Health supports primary care clinicians in upholding the craft of medicine while thriving in an evolving healthcare landscape. Today, Elation Health serves 32,000 clinicians caring for millions of Americans.

Company details

IndustryDigital Health & Health Tech
Company size201 - 500

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Job description

Elation Health is transforming primary care through a cloud-based clinical platform designed to improve both physician and patient quality of life. Our mission is to strengthen the relationship between patients and physicians by creating clinical-first technology that supports value-based care and streamlines clinician workflows.

Serving thousands of independent practices, medical groups, and risk-bearing entities across the country, Elation helps providers deliver exceptional care while meeting the operational and financial demands of modern healthcare.

We are seeking a highly motivated, bilingual Workflow Consultant & Trainer based in Southern California to lead onboarding, training, and workflow optimization efforts within our most strategic enterprise partner networks.

This role is centered on enabling providers and their teams to fully adopt and maximize Elation Health's platform through hands-on training, live and virtual instruction, and ongoing workflow consultation. The ideal candidate brings deep cultural competency and fluency in Korean and English, building lasting trust within the communities we serve.

You'll serve as the primary training and workflow resource embedded within our enterprise partner ecosystem, running structured training sessions, developing practice-specific workflows, and ensuring providers confidently adopt Elation. Expect 100% on-the-ground presence across partner sites, clinics, and community events.

This is a 3-month contract, part-time position (30 hours/week).

Responsibilities

Training Delivery — Live & Virtual

  • Design and lead bilingual (Korean and English) onboarding and training sessions for providers, clinical staff, and practice administrators across enterprise partner networks.
  • Deliver both in-person training at practice sites and structured virtual sessions via video conferencing tools.
  • Build and maintain a library of training materials, workflows, quick reference guides, and session recordings in both languages.
  • Run role-specific training tracks for physicians, MAs, front desk, and practice managers, ensuring each stakeholder understands their workflow within Elation.
  • Facilitate group training workshops, one-on-one coaching sessions, and refresher trainings post-go-live.

Workflow Consultation

  • Partner with practices to assess current workflows and map them to Elation's clinical platform, identifying gaps, inefficiencies, and optimization opportunities.
  • Provide tailored workflow recommendations that align with each practice's specialty, care model, and value-based care requirements.
  • Guide providers through best practices for clinical documentation, care gap workflows, quality measure tracking, and EHR utilization.
  • Collaborate with implementation and customer success teams to ensure workflow designs are scalable and sustainable.

Community & Provider Engagement

  • Represent Elation Health at local provider events, workshops, and seminars, educating providers about the platform and building awareness of Elation's capabilities.
  • Engage directly with providers and healthcare communities to build trust and credibility through culturally resonant communication.
  • Act as a visible, trusted face of Elation in the field, attending partner-hosted events, IPA meetings, and provider roundtables.

Cross-Functional Collaboration

  • Partner closely with Provider Relations and Engagement leads to coordinate training schedules and prioritize high-need practices.
  • Provide structured feedback from the field on provider workflow challenges, training gaps, and adoption barriers to inform product and go-to-market strategy.
  • Coordinate with implementation teams to maintain continuity from go-live through post-launch workflow stabilization.

Onboarding & Adoption Support

  • Maintain active involvement through the onboarding period, serving as the primary training contact for practices in their first 30–90 days on Elation.
  • Track training completion, session attendance, and post-training adoption metrics across the practice portfolio.
  • Escalate adoption risks to Customer Success or Implementation leadership with documented context and a recommended action plan.

Performance & Reporting

  • Maintain accurate records of training delivery, session attendance, workflow assessments, and provider feedback in CRM and project management tools.
  • Report on training KPIs including session completion rates, provider satisfaction scores, and adoption velocity by practice cohort.
  • Continuously improve training materials and delivery methods based on provider feedback and outcomes data.

Required Qualifications

Bilingual Communication — Korean & English (Required)

  • Fluent in Korean and English with the ability to deliver full training sessions, conduct workflow consultations, and develop written materials in either language.
  • Strong cultural competency and awareness of Korean healthcare provider community norms and communication preferences.
  • Excellent presentation, facilitation, and interpersonal skills, able to engage clinical and operational audiences with clarity and confidence.

Training & Facilitation Experience

  • 2–5+ years of experience in customer training, clinical education, software onboarding, or workflow consulting, ideally in healthcare technology or SaaS.
  • Demonstrated ability to design and deliver effective training programs for adult learners across diverse roles and technical comfort levels.
  • Experience facilitating live and virtual sessions across varied formats: group workshops, one-on-one coaching, webinars, and self-paced modules.
  • Familiarity with EHR systems and clinical workflows is a strong plus; experience with primary care environments preferred.

Workflow & Clinical Acumen

  • Ability to translate complex platform functionality into clear, practical workflow guidance that resonates with clinical staff.
  • Comfort engaging with physicians (MD/DO/NP/PA), practice managers, and administrative staff, understanding their distinct workflows and priorities.
  • Experience conducting workflow assessments and developing implementation-ready workflow documentation.

Field Presence & Collaboration

  • Proven ability to work effectively in a field-based role, managing a portfolio of active training engagements across multiple sites simultaneously.
  • Strong cross-functional collaboration skills; able to work closely with Customer Success, Implementation, Product, and Partner Relations teams.
  • Self-directed and highly organized, with the ability to manage scheduling, materials, and follow-through independently.

Location & Travel

  • Based in Southern California; able to travel locally (~80%) for in-person training sessions, community events, and partner site visits.
  • Willingness and ability to travel for regional events and enterprise partner meetings as needed.

Salary: $40-45/hour (30 hours/week)

Elation welcomes individuals from all backgrounds and walks of life. Elation is proud to be an Equal Opportunity Employer and is dedicated to creating and maintaining a diverse and inclusive work environment.

We are committed to equal opportunity for all employees and applicants, and value individuals with diverse perspectives including, but not limited to: race, color, religion, sex, sexual orientation, socioeconomic status, age, gender identity or gender expression, national origin, disability or veteran status.

Elation also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. We firmly believe a strong culture that supports a diverse and inclusive workforce allows us to achieve Elation’s mission of helping independent primary care thrive.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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