Client Trainer - Accounting

Autosoft•West Middlesex, PA

5d•Remote

About The Position

The Accounting Client Trainer is responsible for helping clients succeed by delivering clear, tailored training that enables effective use of Autosoft products and services. The role develops expertise in Autosoft products and provides world-class training to diverse audiences through onsite and virtual sessions. It supports clients in becoming proficient users, encourages ongoing best-practice training, and contributes to product utilization, client retention, and satisfaction. The position is remote, but client training is delivered through a combination of onsite and virtual sessions. The role may require up to 75% overnight travel. The trainer provides guidance across dealership accounting workflows, setup, conversion readiness, go-live, and post-go-live operations, coordinating with internal teams to address accounting, product, training, or conversion gaps.

Requirements

Five years of experience delivering training on DMS platforms to dealership clients.
Extensive experience working within 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-motivated, with a passion for client success and delivering outstanding 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 travel up to 75% of the time, including overnight travel.
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.

Nice To Haves

Degree in education, business, or a related field (preferred but not required).
Proven 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 across 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.
Seek out and implement effective training methodologies and deliver 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 their goals and use cases.
Refine existing training processes and develop workflows to improve the client experience throughout the client lifecycle.
Monitor client interactions to identify training gaps and create solutions that improve product adoption and client satisfaction.
Educate clients on industry best practices and the value of ongoing learning to maximize product utilization and business value.
Establish and maintain best practices for client outreach and communication to provide a consistent, professional client experience.
Gather client feedback during training and work with Product and Customer Success teams to improve the training experience and platform usability.
Manage time-sensitive, high-pressure queries and ensure effective resolution.
Provide updates, insights, and feedback to Project Managers and relevant stakeholders to support alignment and continuous improvement.
Keep knowledge 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.