Deliver comprehensive new hire onboarding programs, upskilling trainings, and ongoing professional development for new and existing student employees.
Collaborate with the training team to create strategies, roadmaps, and solutions based on industry best practices, user feedback, and data analytics.
Utilize engaging instructional techniques and formats, such as role playing, peer to peer interaction, group discussion, shadowing, e-learning, and lecture.
Analyze student employees’ product knowledge, problem-solving abilities, communication, and navigation skills and record the findings.
Monitor and evaluate calls during on-the-job training to ensure proper call handling and compliance with workflows and tools; schedule coaching sessions for improvement and development purposes.
Utilize quality alerts, trend data, compliance issues and audit results to update training materials and reduce knowledge gaps.
Attend or conduct collaborative meetings with the internal team and client to ensure consistency and accuracy of the training curriculum.
Accurately report daily activities, track, and maintain key metrics, assessments, attendance, and coaching records; submit operation handover report and process changes to stakeholders.
Ensure alignment with key performance indicators, support collaboration across internal departments, and promote best practices within client programs.
Contribute to a culture of continuous improvement using actionable data, process compliance, and innovative training solutions.
Requirements
4-year degree in a business-related field preferred.
3+ years bookkeeping/accounting experience.
A minimum of 2 years training experience or equivalent combination of education and experience.
This position requires QuickBooks Online knowledge, a minimum of 1 year of experience working within QuickBooks Online.
QuickBooks Online ProAdvisor Certification required; CPA and/or CPB preferred. Certification required prior to starting work on Intuit’s accounts.
A minimum of 1-2 years of previous customer service and contact/call center experience preferred.
Strong attention to details, critical thinking, ability to manage multiple tasks; excellent written and verbal communication skills.
Knowledge of existing and emerging training methods/tools; curriculum writing skills.
Experience in data analysis and leading continuous improvement efforts.
High degree of customer service skills including the ability to perform de-escalation techniques to resolve customer issues.
Ability to build rapport and effective working relationships with peers, clients, and all levels of management.
Flexibility to adapt to changing priorities and a fast-paced on-site working environment.
Proficient with technology; solid knowledge of computer operations and software.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
bookkeepingaccountingtraining experiencedata analysiscurriculum writingproblem-solvingcommunication skillscall handlingcompliancecustomer service
Soft skills
attention to detailcritical thinkingmulti-taskingwritten communicationverbal communicationrapport buildingflexibilityadaptabilitycollaborationcontinuous improvement