CRM Training Manager, Learning and Development
About The Position
Join Aprio's Learning & Development team and you will help clients maximize their opportunities. 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
- Hands-on experience training CRM or business systems (HubSpot 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
Nice To Haves
- HubSpot Academy certifications (CRM, Sales, or Marketing) strongly preferred
- Training or instructional design certifications (ATD, CPTD, or equivalent) preferred
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
