Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
Deliver live, virtual, and on-demand training for HubSpot and adjacent software, including office hours with the ability to flex facilitation style across department levels, including senior executives, while maintaining appropriate formality and authority
Design and maintain role-based training programs aligned to integration and go-to-market priorities.
Provide ongoing user support and troubleshooting to improve system adoption and reduce support tickets.
Own CRM training content, ensuring accuracy, usability, and continuous improvement.
Ensure NASBA compliance, branding, and documentation standards are consistently met.
Partner cross-functionally with L&D, IMO, Go-To-Market, Growth, and Merger Strong Start teams.
Support CRM adoption and standardization across newly integrated firms.
Deliver training across additional business platforms.
Support sales enablement initiatives (pipeline hygiene, quick tips, leadership enablement).
Track and improve training effectiveness through data and reporting insights.
Requirements
Bachelor's degree in Learning & Development, Instructional Design, Business, Marketing, or a related field
3–5+ years of experience designing and delivering training programs (5–7 years preferred)
Proven experience delivering virtual, in-person, and on-demand training
Estimated 25% travel. Frequency varies based on acquisition activity and may range from occasional (once every few months) to frequent (weekly) during periods of high growth. Candidates should be comfortable with a flexible and variable travel schedule.
Hands-on experience training CRM or business systems (HubSpot preferred)
HubSpot Academy certifications (CRM, Sales, or Marketing) strongly preferred
Training or instructional design certifications (ATD, CPTD, or equivalent) preferred
Experience supporting system adoption, change management, or digital transformation initiatives
Strong data analysis skills with ability to measure training effectiveness and drive improvements
Experience working cross-functionally with sales, operations, or go-to-market teams
Familiarity with LMS platforms and training delivery tools