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. What You'll Gain / Impact You will shape CRM adoption across a growing organization, support real integration events, and influence sales effectiveness through training, data quality, and pipeline improvements. 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. Qualifications: • 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) • 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 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 Perks/Benefits we offer for full-time team members: - 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 What's in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.