Client Trainer - Accounting

Autosoft•Middlesex, PA

4d•Remote

About The Position

The Accounting Client Trainer helps dealership clients succeed by becoming an expert in Autosoft products and delivering clear, tailored training through onsite and virtual sessions. The trainer educates diverse audiences on product capabilities and industry best practices, helping clients become proficient users, maximize product utilization, and transition successfully into ongoing operations. The role supports Autosoft’s client training reputation, product adoption, and client satisfaction. This is a remote position, with training delivered through a combination of onsite and virtual sessions. The role may require up to 75% overnight travel. The trainer delivers instruction on dealership accounting workflows, helps prepare and validate systems and converted data for go-live, and provides post-go-live training and continuity support. The role also works with Project Management, Data Conversion, Support, Product, Customer Success, and other internal teams to identify and resolve training, setup, conversion, and product gaps.

Requirements

Five years of experience delivering training on DMS platforms to dealership clients.
Extensive experience with dealership accounting operations and workflows.
At least five years of relevant experience in a dealership environment.
Demonstrated experience with dealership accounting processes and systems, with the ability to provide expert-level training and support.
Exceptional accuracy and attention to detail.
Flexibility to accommodate client schedules, including evening and weekend sessions as needed.
Strong organizational and communication skills, including the ability to explain complex information to diverse audiences.
Self-motivation and a strong commitment to client success and service.
Ability to manage multiple priorities in a fast-paced environment and remain calm under pressure.
Analytical, process-oriented approach to problem-solving.
Proactive, solution-driven approach to client challenges.
Strong technical acumen and experience using technology to drive solutions.
Proficiency with Microsoft Office programs, including Teams, Excel, and Word, and other essential tools.
Valid driver’s license for onsite training sessions.
Ability to sit for extended periods while working at a desk and using a computer.
Ability to lift and move up to 15 pounds as needed.
Willingness and ability to travel up to 75% of the time, including overnight travel.

Nice To Haves

Degree in education, business, or a related field; preferred but not required.
Ability to build and nurture strong client relationships and foster long-term partnerships.
Two years of experience using Salesforce to manage client interactions and data.
Proficiency in data analysis and ability to draw insights from client data to improve training outcomes.

Responsibilities

Deliver onsite and virtual training on dealership accounting workflows, including general ledger, accounts payable, accounts receivable, cash receipts and deposits, schedules, reconciliations, financial statements, payroll, and month-end processes.
Guide dealership accounting teams through system setup, configuration, and validation to prepare accounting structures and workflows for go-live.
Review converted accounting data, balances, and setup information before installation, and escalate discrepancies that could affect a successful launch.
Coach controllers, office managers, and accounting staff on daily processing, adjustments, corrections, month-end activities, and accounting best practices within Autosoft.
Identify accounting setup, conversion, product, or training gaps and coordinate with Project Management, Data Conversion, Support, and other internal teams to resolve them.
Provide post-go-live accounting training and continuity support to reinforce adoption and help dealership teams transition into ongoing operations.
Develop in-depth knowledge of Autosoft products and services and serve as a subject matter expert for clients and internal teams.
Use effective training methodologies to deliver impactful virtual and in-person training sessions.
Collaborate with internal teams to create and update training materials, including guides, tutorials, webinars, and video content.
Assess client needs and customize training sessions to address client goals and use cases.
Refine existing training processes and develop workflows that improve the client experience throughout the client lifecycle.
Monitor client interactions to identify training gaps and create solutions that enhance product adoption and client satisfaction.
Educate clients on industry best practices and ongoing learning to promote platform mastery, product utilization, and business value.
Establish and maintain best practices for client outreach and communication, providing a consistent and professional client experience.
Gather client feedback during training and work with Product and Customer Success teams to improve training and platform usability.
Manage time-sensitive, high-pressure queries and support their swift and effective resolution.
Provide updates, insights, and feedback to Project Managers and relevant stakeholders to support alignment and continuous improvement.
Keep current on product features and enhancements so clients can use the latest capabilities.
Perform other duties needed to support the company’s vision, mission, and values.