Salary
💰 $72,100 - $133,900 per year
About the role
- Driving the continual improvement of service offerings for the Onvio suite of products
- Deliver training programs on Onvio Firm Management either remotely or face-to-face
- Remote tools will include Microsoft Teams or the Kaltura platform used by our Tax and Accounting Professionals Learning Centre
- Provide expert advice and guidance to clients and staff on Onvio Firm Management or other Practice Management solutions
- Maintain personal knowledge levels of all key changes impacting the accounting industry
- Design of course materials and other documents such as eLearning, handouts, manuals and exercises
- Evaluation of the effectiveness of the training and course outcomes
- Liaise with Product Captains, Product teams and Sales Consultants, feeding back the client experience
- Take responsibility for managing outstanding client issues raised during the course of training services
- Work with Operations, Sales and Product Management to ensure clients’ expectations are fully met
- Maintain administrative records on a timely basis in-line with company policy
- Provide clear written documentation and follow instructions to clients
- Participate in providing feedback to the Professional Services team of improvements to client engagement
- About You: Bachelor’s Degree is preferred, either a moderate level of training experience in a customer-facing environment, preferably on computer software, or significant experience of implementing or using computerized software packages in the accounting industry
- Good project management and presentation skills
- Experience of training clients and/or colleagues
- Good skills using Microsoft Office 365
- AI exposure
Requirements
- Bachelor’s Degree is preferred, or significant experience implementing/using computerized software in the accounting industry
- Moderate level of training experience in a customer-facing environment, preferably on computer software
- Good project management and presentation skills
- Experience training clients and/or colleagues
- Good skills using Microsoft Office 365
- AI exposure