CRM Training Manager, Learning and Development

Aprio•Atlanta, GA

26d•Hybrid

About The Position

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a CRM Training Manager to join their dynamic team. Aprio is seeking a CRM Training Manager to design and deliver engaging training programs that drive adoption of key systems, including HubSpot and related software. You will support both integration activities and firm-wide initiatives, helping teams effectively adopt systems and improve business outcomes. You will shape CRM adoption across a growing organization, support real integration events, and influence sales effectiveness through training, data quality, and pipeline improvements.

Requirements

Bachelor's degree in Learning & Development, Instructional Design, Business, Marketing, or a related field
3–5+ years of experience designing and delivering training programs (5–7 years preferred)
Proven experience delivering virtual, in-person, and on-demand training
Estimated 25% travel. Frequency varies based on acquisition activity and may range from occasional (once every few months) to frequent (weekly) during periods of high growth. Candidates should be comfortable with a flexible and variable travel schedule.
Hands-on experience training CRM or business systems (HubSpot preferred)
Core Skills: Training content production and delivery, Learning Management Systems (LMS), Data Analysis and Reporting, Customer Relationship Management (CRM)
Leadership Skills: Building Relationships, Adaptability, Client Focus, Quality Orientation, Continuous Improvement, Communication

Nice To Haves

HubSpot Academy certifications (CRM, Sales, or Marketing) strongly preferred
Training or instructional design certifications (ATD, CPTD, or equivalent) preferred
Experience supporting system adoption, change management, or digital transformation initiatives
Strong data analysis skills with ability to measure training effectiveness and drive improvements
Experience working cross-functionally with sales, operations, or go-to-market teams
Familiarity with LMS platforms and training delivery tools

Responsibilities

Deliver live, virtual, and on-demand training for HubSpot and adjacent software, including office hours with the ability to flex facilitation style across department levels, including senior executives, while maintaining appropriate formality and authority
Design and maintain role-based training programs aligned to integration and go-to-market priorities.
Provide ongoing user support and troubleshooting to improve system adoption and reduce support tickets.
Own CRM training content, ensuring accuracy, usability, and continuous improvement.
Ensure NASBA compliance, branding, and documentation standards are consistently met.
Partner cross-functionally with L&D, IMO, Go-To-Market, Growth, and Merger Strong Start teams.
Support CRM adoption and standardization across newly integrated firms.
Deliver training across additional business platforms.
Support sales enablement initiatives (pipeline hygiene, quick tips, leadership enablement).
Track and improve training effectiveness through data and reporting insights.

Benefits

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options