CRM Training Manager, Learning and Development
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.
- 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