Client Trainer Job Description
Client trainer
provides accounting assistance to clients, accounting department, and operations staff; respond to financial questions/concerns to meet business needs.
Client Trainer Duties & Responsibilities
To write an effective client trainer job description, begin by listing detailed duties, responsibilities and expectations. We have included client trainer job description templates that you can modify and use.
Sample responsibilities for this position include:
Collects and analyzes information
Reviews operational procedures and methods
May serve as a liaison between client business units and technical business units by analyzing business and user needs
Works collaboratively with Client Reporting team members, external departments or resources to determine the most effective learning solution to drive improvement
Create & facilitate training solutions for internal users Financial Advisers
Plan, organize, develop and conduct training for both Client Services Service Center agents and end users (clients)
Perform training logistics such as scheduling, tracking attendance and reporting
Conduct training via lecture, demonstration, and practical application, using multimedia training materials and distance learning technology
Assist global training lead with Service Center agent-facing and user-facing curricula development
Assist with management of the TEUTR Training site, which offers end user documentation for workplace technology products and tools
Client Trainer Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Client Trainer
Typically a job would require a certain level of education.
Employers hiring for the client trainer job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Training and Development, Business, Business/Management, Communications, Accounting, Technical, Computer, English, Business/Administration
Skills for Client Trainer
Desired skills for client trainer include:
Assigned products while researching activities through customer visits
Interviews
Reading relevant documents and attending classes
Accounting and accounting systems
General internet technologies
HR technology solutions
Accounting concepts and accounting firm’s day-to-day business
Change management concepts: capacity to understand and adjust to various audiences
Internal systems and cross-departmental operations
MS Office suite of products
Desired experience for client trainer includes:
Assist with managing the Compass site, a knowledge base that offers Service Center-facing documentation for workplace technology products and for troubleshooting
Work with product development groups to create and publish end user and agent documentation for products as they move from pilot to production
Review, test/verify, edit, publish and train content developed by the training team and engineering groups
Ability to train very technical topics orally, visually and kinesthetically, to very technical support agents, so that support agents understand and retain content
Ability to troubleshoot technical issues and train support agents on how to troubleshoot
An understanding of help desk workflows, including ticketing, call flow and issue lifecycle
Client Trainer Examples
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Client Trainer Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client trainer. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client trainer
- Stay up to date on the various product technologies
- Work strategically with sales representatives to convey knowledge to customers
- Assist with internal rollouts of new product launches and upgrades
- Establish an excellent working relationship with each customer and continuously strive to improve the level of overall services provided
- Thoroughly assess customer needs to devise the most effective, efficient and appropriate training model and materials necessary to exceed customer expectations
- Deliver classroom, recorded & virtual IPB new entrant, system changes and advanced training to the Client Onboarding Group in Europe & Asia, topics cover Regulations, systems, processes and soft skills
- Define & facilitate immediate training requirements for weekly sessions
- Shadow the Training & Communications for USPB
- Thoroughly preparing and professionally conducting training for new and current clients utilizing established training materials
- Assist in trial calls to ensure effectiveness of purchased system
Qualifications for client trainer
- Obtain end-of-course evaluations from course participants in order to assess the effectiveness of training
- Strive to enhance the department's relationship with customers, ensuring the highest quality, responsive service possible is provided
- Develop and deliver agreed, tailored and innovative training solutions, ensuring deliverables reflect changes to current working practices, processes and procedures
- Develop and deliver online and self-teach solutions to meet the user and business needs to the agreed standard
- Identify appropriate training solutions to meet the needs of the NHS clients’ skills and knowledge issues, in relation to Oracle Financial applications, changing processes and procedures
- Carry out Training Needs Analysis for clients who have requested additional training to provide the NHS SBS with a quality training solution
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Client Trainer Job Description
Job Description Example
Our growing company is looking for a client trainer. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client trainer
- Liaise closely with the NHS SBS workstreams (Subject Matter Experts (SMEs), Operations, Service Managers) and the NHS users to gather and document information on the business processes, operational procedures and supporting Oracle Financial Application systems
- Liaise closely with all internal work streams to ensure that all training materials are updated and ‘fit for purpose’
- Take an active part in building and maintaining customer and team relationships
- Manage issues that affect scope, quality or timescales, escalating to the Training Manager where appropriate
- Support the training environment ensuring it is ‘fit for purpose’
- Have responsibility for ensuring any data produced in relation to the post is accurate and current
- Builds HTML backing for courses by hand or through use of common tools
- Create post-training debrief
- Creating Training Reports
- Closely partners with appropriate field team and others on a formal and informal basis to achieve customer training and usage/revenue goals overall customer satisfaction
Qualifications for client trainer
- Epic Cupid Principal Trainer certified
- 3-5 years of hands-on experience participating in classroom training and Principal Training work
- Portfolio of sample work including student-provided reviews from past classes, letters of recommendation from past client managers and actual sample materials are required
- Manage projects and timelines efficiently
- Deliver customer workshops to understand needs and success criteria
- Create custom documentation including reference guides, presentations, surveys
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Client Trainer Job Description
Job Description Example
Our growing company is looking to fill the role of client trainer. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client trainer
- Closely partner with appropriate field team and others on a formal and informal basis to achieve customer training and usage/revenue goals participate in territory strategy and drive overall customer satisfaction
- Grows assigned revenue by effectively partnering with appropriate Sales Representatives to conduct quality pre-sale demonstrations and trainings and by asking probing questions to uncover potential product needs
- Delivers exceptional customer service to large and medium law firm customers
- Develops a virtual presence in law firms via telephonic and web-based communication
- Maintain a superior level of knowledge and understanding/expertise on Westlaw, other business of law products and practice areas relevant to law firm customers
- Maintain high level of knowledge and understanding of the business, systems, promotions and Thomson Reuter’s objectives and all other applications as appropriate
- Accurately log and reports daily activities via various business systems and departmental processes
- You create standardized training programs and materials that meet customer needs and support both online, self-guided and face-to-face trainings
- You ensure the quality and consistency of training content throughout a course lifecycle
- You coordinate and support new client trainings to maximize adoption of the Egencia booking tool
Qualifications for client trainer
- Work with the marketing team to write and produce custom training videos
- Foster partner relationships that benefit the growth of the program
- Assist customers with understanding new ways to work
- Strong understanding of Cisco and Microsoft Collaboration suites and organizations
- Background in training and/or project management is preferred
- Must have passion for driving customer success
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Client Trainer Job Description
Job Description Example
Our company is growing rapidly and is looking for a client trainer. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client trainer
- You schedule, manage and conduct virtual public trainings on a consistent basis
- You participate in debriefing and quality assurance with the implementation and account management teams
- You manage pre- and post- training administrative work
- Coach and motivate trainers and consultants and colleagues at all levels of an organizational structure
- Provide constructive and strength-based recommendations for improvement
- Engage in and support the professional development of self, trainers, consultants, and colleagues
- Deliver product training to clients and internal stakeholders
- Maintain a high level of products knowledge
- Engage with clients to better understand client persona
- Monitor client at risk and engage meaningfully
Qualifications for client trainer
- Entrepreneurial attitude focused on further developing the offering and flexible to change
- Self-driven, business minded, goal orientated, willing to travel at times up to 35-50% of the time
- Detail-oriented Entrepreneurial approach, taking initiative and proactively seeking out solutions
- Minimum of Bachelor's degree (B
- Excellent presentation skills, virtual and classroom
- Experience working with B2B clients
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Client Trainer Job Description
Job Description Example
Our growing company is looking for a client trainer. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client trainer
- Work on projects from time to time
- The successful applicant must possess excellent customer service qualities and help to build/expand our customer engagement projects
- Proactively / reactively provide Customer training via on-site visits, WebEx, phone or email to incorporate Platts’ services into their workflow and drive customer satisfaction and retention
- Collect report and act on Voice of the Customer feedback acquired from Customer interactions
- Designs, modifies, or develops instructional materials for multiple training modalities including traditional instructor-led classes, web-based/virtual classes, websites, videos and job-aids
- Creates excitement around the software product launches and provides the client with the benefits of utilizing the product
- Conducts traditional classroom or web-based training sessions, using effective presentation skills, verbal communication skills, and classroom management skills at BK facilities or client locations
- Prepare and facilitate Client Service Center learning courses across several topics
- Provide consultative product training with customers at client site or via remote techniques
- Deliver product presentations to Senior Executive level in support of Sales and Marketing initiatives
Qualifications for client trainer
- Experience in developing and delivery of applicable training subjects (such as CPR/AED/1st AID, locally mandated licensing training, etc)
- Ability to interact effectively with individuals from all levels of the organization and from all backgrounds
- Ability to design, develop, and present training programs and facilitate seminars, as needed
- Excellent oral and written communications skills and excellent interpersonal skills
- Ability to establish and maintain effective working relationships with colleagues, customers, and vendors
- Define & facilitate immediate training requirements for biweekly or weekly sessions