Training Specialist

Training Specialist

Position Summary

The Training Specialist plays a pivotal role in ensuring the smooth deployment and successful implementation of software solutions. This position requires a client-focused professional who is passionate about delivering outstanding service, providing top-tier consulting, and ensuring clients achieve optimal outcomes. In addition to assisting clients with onboarding and troubleshooting, the role also involves travel for onsite client needs and presenting at client events and webinars. The Training Specialist will maintain strong relationships with clients, support internal teams, and contribute to the growth and success of software solutions.

Essential Functions and Responsibilities

Deliver high-quality, customized training sessions to clients both online and onsite, ensuring clients understand and maximize the use of the software.

Oversee the successful initial setup and implementation of client software, ensuring it meets their unique needs and objectives.

Provide expert-level consulting services to both new and existing clients, offering tailored guidance to optimize product use and achieve business goals.

Proactively identify and address client issues, questions, and concerns throughout the implementation process; escalate critical issues when necessary.

Foster long-term client relationships, ensuring satisfaction with the software and implementation process.

Travel to client sites (up to 40% of the time) to facilitate onsite meetings, training, and support.

Prepare and present relevant content and product demonstrations during client events and webinars.

Collaborate with internal departments, including product and technical teams, to address and resolve technical challenges.

Maintain accurate records of client progress, issues, and communications; ensure systems are updated with relevant information.

Stay up to date with the latest product features, industry trends, and best practices.

Actively participate in internal training and professional development opportunities.

Represent the organization professionally by maintaining a positive and solutions-oriented attitude, demonstrating exceptional communication skills, and fostering client trust.

Required Skills and Experience

Proven ability to independently manage and address complex client situations while adhering to established protocols.

Excellent time management skills with the ability to prioritize and handle multiple tasks efficiently.

Strong communication and interpersonal skills with a positive, customer-focused attitude.

Superior organizational skills with high attention to detail and accuracy.

Ability to remain professional and empathetic in challenging situations.

Experience with Microsoft Word and Excel; working knowledge of other productivity tools (e.g., PowerPoint) is a plus.

Strong analytical skills; basic accounting knowledge is an advantage.

Reliable and dependable, with proven punctuality and consistent work performance.

A valid drivers license with a clean driving record.

Ability to travel up to 40% of the time for client training, meetings, and events.

Experience in a client-facing role, particularly in software implementation, customer success, or IT consulting.

Background in a relevant field such as project management, business consulting, or technical support.