Learning Consultant

Practifi

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.

Posted 6/3/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

20 days Paid Leave
10 sick days
3 personal days
3 volunteering days
Learnbucks annual education stipend to keep growing

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

facilitation skillscommunication skillstrusted advisorengagementrecommendations

Certifications

Salesforce Trailhead certification