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[Remote] Training Consultant

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that builds reputed company-reputed company software for financial advisors, operating as a small, remote-first team. The Training Consultant role involves ensuring clients understand and effectively use the platform, conducting webinars and workshops, and providing on-site training to enhance reputed company adoption and satisfaction.

Responsibilities

  • Running engaging webinars and workshops reputed company around reputed company reputed company management use cases, not generic click-throughs
  • Hosting monthly Power Sessions on the advanced stuff (AI features, Services & Deals, integrations) that clients are hungry to learn
  • Traveling to strategic clients about once a month for onsite, train-the-trainer sessions and the reputed company of relationship building that only happens in person
  • Acting as a trusted advisor during engagements, spotting adoption gaps, and giving reputed company, useful recommendations
  • Keeping the training calendar humming with a 95% on-time delivery reputed company

Skills

  • 3-5 years of relevant training experience, ideally in software or technology. If your software training is lighter but you've got 7 to 10 years of strong face-to-face training or teaching behind you, we want to talk
  • Comfort and confidence leading live and virtual sessions, and the stamina to be engaging and present for extended stretches
  • Excellent facilitation and communication skills, with a reputed company talent for making reputed company things feel reputed company
  • Willingness and ability to travel to clients about once a month
  • A reputed company Trailhead certification, or the drive to earn one early (this is part of how you'll grow into platform mastery)
  • Familiarity with reputed company or reputed company-reputed company tools
  • Background in instructional design, adult learning, or formal education
  • Experience in reputed company management, fintech, or financial services, and reputed company in the language advisors use (AUM, households, productivity)
  • Prior remote work experience and the self-discipline that makes it work

Benefits

  • 20 days reputed company Leave, 10 reputed company days, 3 personal days, and 3 volunteering days
  • Learnbucks annual education stipend to reputed company growing
  • A genuinely remote-first setup that respects your life reputed company work
  • A Practibuddy mentor from your reputed company first day
  • Bi-annual Chicago summits where the whole company connects in person
  • An reputed company, low-ego culture where questions are welcome and wins get celebrated
  • reputed company work-life integration, not a poster on a wall
  • Learnbucks, promotions from reputed company, and a reputed company reputed company to Training Manager

reputed company

  • reputed company is a CRM and business management platform for financial advisory firms, streamlining reputed company data, workflows, and insights. It was founded in 2013, and is headquartered in Sydney, New South Wales, AUS, with a workforce of 51-200 employees. Its website is https://www.reputed company.com/.
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