Client Trainer – Accounting
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Job Description
Client Trainer delivering onsite and virtual dealership accounting training for Autosoft’s DMS platform. Supporting setup, go-live adoption, and ongoing client success.
Responsibilities:
- Deliver onsite and virtual training across dealership accounting workflows, including general ledger, accounts payable, accounts receivable, cash receipts and deposits, schedules, reconciliations, financial statements, payroll, and month-end processes
- Guide dealership accounting teams through system setup, configuration, and validation for go-live
- Review converted accounting data, balances, and setup information for pre-install readiness
- Escalate discrepancies that could affect a successful launch
- Coach controllers, office managers, and accounting staff on daily processing, adjustments, corrections, month-end activities, and accounting best practices
- Identify accounting setup, conversion, product, or training gaps and coordinate resolutions with internal teams
- Provide post-go-live accounting training and continuity support
- Develop expertise in Autosoft products and services
- Deliver customized virtual and in-person training sessions using best-in-class methodologies
- Create and update guides, tutorials, webinars, and video content with internal teams
- Assess client needs and customize training for their goals and use cases
- Refine training processes and develop innovative workflows
- Monitor client interactions to identify training gaps and improve product adoption and satisfaction
- Educate clients on industry best practices and platform mastery
- Establish and maintain best practices for client outreach and communication
- Gather client feedback and collaborate with Product and Customer Success teams
- Resolve time-sensitive, high-pressure queries
- Provide updates, insights, and feedback to Project Managers and stakeholders
- Maintain knowledge of new product features and enhancements
- Perform other duties supporting Autosoft’s vision, mission, and values
Requirements:
- Five (5) years of experience delivering training on DMS platforms to dealership clients
- Extensive experience working within dealership accounting operations and workflows
- Minimum of five (5) years of relevant experience in a dealership environment
- Demonstrated experience with dealership accounting processes and systems
- Exceptional accuracy and attention to detail
- Availability for evening and weekend sessions as needed
- Strong organizational and communication skills
- Ability to manage multiple priorities in a fast-paced environment and remain calm under pressure
- Analytical, process-oriented approach to problem-solving
- Proactive and solution-driven approach
- Strong technical acumen
- Proficiency with Microsoft Office programs, including Teams, Excel, and Word
- Valid driver's license for onsite training sessions
- Willingness and ability to travel up to 75% of the time, including overnight travel
- Degree in education, business, or a related field preferred but not required
- Two years of experience using Salesforce preferred
- Proficiency in data analysis preferred
Benefits:
- Remote position with virtual and onsite training sessions
- Potential for up to 75% overnight travel
- Equal employment opportunity protections
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