Client Performance Strategies Facilitator

This individual will facilitate various training programs offered and sold by Allied’s Client Performance Strategies business unit; most of which are Integrity Solutions programs. A key focus of this position is to act as an extension of the Allied Solutions client support team before, during, and after facilitation engagements. This role includes extensive travel as clients are located across the United States and Canada.

Job Duties & Responsibilities:

Facilitate Client Training Programs On-Site and Virtually

• Launch and facilitate client training programs for new or established clients at their location of choice
• Facilitate multi-week virtual training/coaching sessions for clients
• Occasionally provide program demos for large prospects with the CPS sales team
• Advance the Allied relationship with key client contacts while on-site with client.

Support New Client Facilitators

• Support the coordination and delivery of facilitation of newly licensed client facilitators for quality control and long-term client success. This may include co-facilitation, shadowing, observation, and/or coaching.

Manage Client Performance Strategies Facilitator Scheduling and Support

• Manage and plan cost efficient travel
• Coordinate Facilitator calendar and scheduling for all CPS Facilitators
• Provide support and direction to external facilitators that are engaged by the CPS team. This may include responsibilities such as:
  • Onboarding new Allied Trainers
  • Coaching on Allied CPS facilitator best practices
  • Enhancing Allied facilitator tools and repository
  • Coordinating Allied facilitator training calendar
  • Tracking and submitting facilitator invoices

Qualifications (Education, Experience, Certifications & KSA):

• Bachelor’s degree or equivalent combination of education and experience required.
• 1 to 3 years’ experience facilitating Integrity Solutions programs preferred.
• 5+ years facilitating independent or corporate training programs required.
• Comfortable and experienced facilitating Virtually via TEAMS, ZOOM, etc.
• Experience with credit unions and/or financial institutions preferred.
• Professional written and verbal communication skills required.
• This role will attain required certification and licensing to train Integrity Solutions or other partner programs.
• Extensive travel expected, estimated at 60% of the year.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

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We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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About Us

Allied Solutions uses technology-enabled products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions across North America. Headquartered in Carmel, Indiana, Allied Solutions maintains several offices across the country and is a wholly owned and independently operated subsidiary of Securian Financial Group.

Our success is driven by our people and guided by our Blue Culture values: Innovation, Mindfulness, Passion, Achievement, Community and Teamwork. We are committed to fostering a collaborative and respectful workplace where new ideas are encouraged, accomplishments are celebrated, and every team member is empowered to make a meaningful impact. Whether serving our clients, supporting our communities or working together to solve complex challenges, we strive to create an environment where employees can thrive and build rewarding careers.

Allied Solutions’ commitment to its employees, clients and communities has earned national and industry recognition, including being named one of Newsweek’s America’s Greatest Places in Financial Services in 2026, receiving BenchmarkPortal’s Center of Excellence designation in 2025 and earning the United Way of Central Indiana’s Spirit United Award in 2022.

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