Advisory Services Consultant - Epic Trainer

Taleo; Waukesha (WI); On-site; USD 60,000 - 107,000; Full time

Job summary

Optum in Waukesha, WI seeks an Advisory Services Consultant – Epic Trainer to deliver EHR training across classrooms, virtual sessions, and one-on-one coaching. You’ll support onboarding, upgrades, and mastery sessions, aligning with clinical workflows and adoption goals.

Eight weeks of on-the-job training, flexible hours 8:00am-4:30pm, occasional overtime; travel up to 10% locally; requires strong communication, MS 365 skills, and healthcare tech familiarity.

Qualifications

• High School Diploma or GED requirement.
• Experience with healthcare technologies or adult education/training.
• Strong communication and presentation skills.
• Proficient in Microsoft 365 apps (Teams, Excel, PowerPoint, Outlook).
• Ability to travel up to 10% to local facilities.

Responsibilities

• Deliver EHR training sessions (classroom, virtual, and one-on-one) following curricula.
• Maintain knowledge of clinical workflows and key practices.
• Administer and track proficiency exams and course completions.
• Use LMS to support enrollment, assessments, and completions.
• Adapt training to learner preferences and barriers.

Skills

Healthcare tech familiarity

Adult education principles

Training delivery

Communication skills

Microsoft 365 proficiency

Travel up to 10%

Independent & collaborative work

Education

High School Diploma/GED

Tools

Learning Management System

Job description

Improve the lives of others while Caring. Connecting. Growing together.

Job Description - Advisory Services Consultant – Epic Trainer (2386764)

Job Number:

2386764

This position follows Office-Based schedule with some in-office days per week. Our office is located at 501 Airport Rd., Waukesha, WI.

Explore opportunities with Optum, in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more than a century. Explore opportunities across the full spectrum of care as you help us improve the well-being of the community with your skills, compassion and innovation. Be part of a collaborative environment that strives for excellence, nurtures respect and ensures high-quality care delivery to our patients. Join us in making an impact as an Optum Team Member supporting Pro Health Care and discover the meaning behind Caring. Connecting. Growing together.

This position is responsible for delivering Electronic Health Record (EHR) and integrating technology training to a diverse group of users as part of the Optum Health Informatics division supporting client Enterprise Performance Partnerships (EPPs). Training services include initial new hire onboarding, upgrade/project-specific, mastery and adoption to promote effective and efficient technology use, improve clinical workflows, and enhance user satisfaction. The EHR Trainer collaborates directly with the EHR Instructional designer to follow established training program guidelines, identify required changes/improvements, and support maintenance of training artifacts.

This position is full time. Employees are required to have flexibility to work our normal business hours of 8:00am - 4:30pm. It may be necessary, given the business need, to work occasional overtime.

This will be 8 weeks of on-the-job training and the hours during training will be 8:00am - 4:30pm, Monday – Friday.

Primary Responsibilities:

• Conduct classroom, virtual, and one-on-one training sessions for EHR users following established curricula and proficiency assessment guidelines
• Maintain core knowledge of key practices and workflows (business or clinical).
• Administers and grades end user proficiency examinations and tracks training program completion and other outcome metrics
• Utilizes training technologies such as Learning Management System to track training data to support enrollment processes, proficiency assessments, and course completions.
• Adapts training based on learner preferences, generational priorities, and learning barriers to individualize learning, as able.
• Maintains active credentialed status to demonstrate expertise in training delivery, ensuring alignment with program standards and requirements for assigned EHR applications, as applicable
• Develop and deliver engaging training sessions (in-person and virtual) for clinical and operational users on technology functionality, workflow efficiencies, and best practices.
• Deliver advanced EHR training (Mastery sessions) tailored to clinical specialties and/or roles following standard structure
• Collaborate with stakeholders to assess training needs and identify content to meet ongoing training needs for targeted audiences (e.g., physicians, nurses, front desk staff) driving operational excellence and adoption of best practice workflows.
• Provide at-the-elbow/virtual support during go-live and post-implementation phases.
• Monitor user adoption and proficiency and identify areas for improvement or retraining.
• Identify workflow improvement opportunities and collaborate with cross-functional teams to align EHR usage with best practices
• Serve as a liaison between end-users and technical teams to report issues, gather feedback, and suggest system enhancements.
• Stay current with EHR updates, regulatory requirements, and industry trends to ensure training remains relevant and compliant.
• Assist in changing management efforts to promote user engagement and minimize resistance
• Assists with testing, upgrades, and optimization priorities.
• Demonstrates flexibility to work varied hours to meet operational business needs, as required based on scope of role.
• Collaborates with peers and operational staff and leaders across the system to identify training needs, recommend continuous education and mastery training programs, optimize resources and share expertise.
• Collaborate and assist Instructional Designers by providing feedback on training materials, assisting in training content review and development, and validating training materials and training environment domains.
• Develop and maintain training and communication materials in support of overarching training programs, as applicable.
• Manage training ticket queues and respond to training-related requests

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• High School Diploma / GED
• Must be 18 years of age or older
• Familiarity with healthcare technologies or adult education learning principles or training delivery
• Excellent communication, presentation, and interpersonal skills.
• Proficient in Microsoft 365 applications, including Teams, Excel, PowerPoint, and Outlook.
• Ability to work independently and collaboratively across multidisciplinary teams.
• Ability to travel up to 10% to local healthcare facilities
• Ability to work full time. Employees are required to have flexibility to work our normal business hours of 8:00am - 4:30pm. It may be necessary, given the business need, to work occasional overtime.

Preferred Qualifications:

• Understanding of electronic health records (EHRs) and related workflows

Telecommuting Requirements:

• Reside within commutable distance to the office at 1501 Airport Rd., Waukesha, WI
• Ability to keep all company sensitive documents secure (if applicable)
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy.
• Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service.

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you’ll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,200 - $107,400 annually based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

UnitedHealth Group is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need special assistance or accommodation for any part of the application process, please call 1-866-566-8715 to be connected to Recruitment Services. Recruitment Services hours of operation are 7 a.m. to 7 p.m. CT, Monday through Friday.

UnitedHealth Group is a registered service mark of UnitedHealth Group, Inc. The UnitedHealth Group name with the dimensional logo, as well as the dimensional logo alone, are both service marks for the UnitedHealth Group, Inc.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.