Learning Consultant
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Job Description
Training Consultant ensuring effective use of Salesforce-native software by wealth management professionals. Running training sessions and workshops for strategic client accounts within a remote-first team.
Responsibilities:
- Running engaging webinars and workshops built around real wealth management use cases.
- Hosting monthly Power Sessions on advanced features that clients are hungry to learn.
- Traveling to strategic clients about once a month for onsite sessions.
- Acting as a trusted advisor during engagements and giving honest, useful recommendations.
- Keeping the training calendar humming with a 95% on-time delivery rate.
Requirements:
- 5+ years of relevant training experience, ideally in software or technology.
- Comfort and confidence leading live and virtual sessions.
- Excellent facilitation and communication skills.
- Willingness and ability to travel to clients about once a month.
- A Salesforce Trailhead certification, or the drive to earn one early.
Benefits:
- 20 days Paid Leave
- 10 sick days
- 3 personal days
- 3 volunteering days
- Learnbucks annual education stipend to keep growing
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