Trainer – Case Management

Sagility is seeking a Trainer – Case Management to prepare clinicians to deliver high-quality, patient-centered care for members receiving specialty therapies. This role blends clinical expertise, care coordination knowledge, adult learning principles, and performance coaching to build a confident, competent, production-ready clinical workforce.

The ideal candidate is an experienced case management nurse who is equally skilled as an educator — translating complex clinical concepts into practical, engaging learning experiences that drive measurable performance and safe, independent practice.

Training Delivery & Facilitation

• Facilitate new hire, upskilling, refresher, and ongoing clinical training across classroom, virtual, and blended learning environments.
• Deliver training on case management, care coordination, care planning, health coaching, motivational interviewing, medication adherence, transitions of care, chronic disease management, and specialty pharmacy workflows.
• Lead clinical simulations, role-plays, case studies, and clinical decision-making exercises that reinforce learning and validate competency.
• Provide just-in-time (JIT) training and nesting/on-the-job (OJT) support, coaching clinicians on client workflows, patient engagement, and care coordination best practices.

Curriculum & Content Development

• Develop and maintain training materials, facilitator guides, job aids, assessments, and competency validation tools aligned with client requirements and evidence-based practice.
• Recommend curriculum enhancements informed by learner feedback, quality trends, regulatory updates, and operational performance.
• Design and deliver refresher and upskilling programs in response to client changes, quality findings, compliance requirements, and performance opportunities.

Assessment, Coaching & Competency Validation

• Monitor learner progress through case studies, simulations, documentation reviews, knowledge assessments, call observations, and competency evaluations.
• Provide coaching, feedback, and structured remediation plans throughout training and nesting to ensure readiness for independent practice.
• Support competency validation programs and transition-to-production activities.

Reporting & Learning Operations

• Prepare and submit training reports, competency scorecards, certification trackers, nesting dashboards, and learner performance reports accurately and on time.
• Manage training schedules, logistics, LMS records, and learning resources.

Collaboration & Continuous Improvement

• Partner with Operations, Clinical Leadership, Quality, and Client SMEs to ensure training reflects current workflows, quality requirements, and regulatory standards.
• Support clinical quality improvement initiatives and workforce readiness efforts.

Certification & Professional Currency

• Complete and maintain certification through the client-led Train-the-Trainer program.
• Stay current with government and commercial payer requirements, CMS regulations, accreditation standards (NCQA, URAC), specialty pharmacy practices, evidence-based care management principles, and adult learning methodologies.

Qualifications

Required

• Active RN license from a Compact State.
• Minimum 3 years of clinical nursing experience.
• Minimum 2 years of case management, care coordination, disease management, or related clinical experience.
• Minimum 1 year of facilitation, adult education, or healthcare training experience (may overlap with case management experience).
• Working knowledge of CMS regulations and NCQA and URAC accreditation standards.
• Strong administrative, reporting, documentation, and training management skills.
• Proficiency with Microsoft Office Suite, Learning Management Systems (LMS), EMR/EHR platforms, and care management systems.
• Proven ability to coach learners, validate competencies, and support production readiness.
• Excellent communication and facilitation skills, with the ability to translate complex clinical concepts into practical learning experiences.

Preferred

• Telephonic case management experience is highly preferred.
• Experience in member-facing, telephonic, virtual, or specialty pharmacy care management environments.
• Certified Case Manager (CCM) or Accredited Case Manager (ACM) certification is good to have.

Core Competencies & Skills

• Strong clinical judgment, case management expertise, and care coordination knowledge.
• Knowledge of specialty pharmacy care models, medication adherence programs, and patient engagement strategies.
• Skilled in evaluating clinical competency and validating readiness for independent practice.
• Effective coaching, mentoring, remediation planning, and performance feedback.
• Knowledge of motivational interviewing, chronic disease management, Social Determinants of Health (SDOH), and evidence-based practice.
• Ability to design and deliver clinical education, refresher training, and competency-based learning programs.
• Proficiency in training documentation, reporting, assessment development, and performance analytics.
• Curriculum development and instructional design awareness, including data-informed content improvement.
• Strong collaboration and stakeholder management across operations, clinical leadership, quality, and client teams.
• Strong time management, organization, and prioritization in a fast-paced healthcare environment.
• Demonstrated commitment to continuous improvement, quality outcomes, and workforce readiness.

Sagility Offers Competitive Benefits Including:

• Medical
• Dental
• Vision
• Life Insurance
• Short-Term and Long-Term Disability
• Flexible Spending Account
• Life Assistance Program
• 401K with employer contribution
• PTO and Sick Time
• Tuition Reimbursement

Join our team, we look forward to talking with you!

An Equal Opportunity Employer/Vet/Disability