Software Training Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Provide training to clients on the use of KeyStone.

• Participate in the creation of training programs and educational materials for both clients and employees.

• Support team members in the Education department with various training initiatives.

• Tailor training delivery and learning environments to accommodate each client’s onsite or remote requirements.

• Improve the overall training experience for clients.

• Develop and present customized training that aligns with each client’s specific products, services, and interfaces.

• Teach, support, and mentor students throughout their learning journey.

• Update credit union management on areas where students may need further development.

• Establish and manage client training schedules effectively.

• Upload training resources to the client’s Confluence spaces.

• Adhere to training-related project deadlines and inform the manager of any delays.

• Assist clients in setting up training-related components within the KeyStone database and track their progress.

• Travel as required by business needs.

• Foster client relationships and promptly relay any feedback or concerns to the manager.

• Facilitate monthly client training sessions via Webex.

• Stay informed of supporting documentation and internal processes available on Confluence.

• Engage in and contribute to Corelation’s CORE Program until the completion of teachbacks.

• Recommend enhancements to both internal and client-facing documentation.

⛳️ Requirements

• A minimum of six months to two years of relevant experience.

• At least a high school diploma or GED.

• Preferred experience in education, adult learning, training, and/or with Credit Unions.

• Ideally, experience working with a similar software company.

• Familiarity with the KeyStone product and a commitment to staying updated on enhancements and changes.

• Capability to adhere to established procedures and processes.

• Proficient in utilizing and directing clients to current documentation on Confluence.

• Skill in designing and delivering tailored training using various delivery methods.

• Ability to instruct, support, and coach students in acquiring KeyStone knowledge.

• Competence in creating and managing client training schedules.

• Ability to meet deadlines related to training projects.

• Proficient in guiding clients in setting up training-related components on the KeyStone database and tracking their progress.

• Willingness to travel as necessary for business purposes.

• Ability to build strong client relationships and communicate feedback or concerns effectively.

• Capability to provide support during monthly client Webex training sessions.

• Completion of Corelation’s Onboarding and Readiness Employee (CORE) Program until all teachbacks are finalized.

🏝️ Benefits

• Competitive salary.

• Exceptional benefits package.

• Generous 401(k) retirement plan.

• Comprehensive paid time off policy.

• Collaborative and high-performing work atmosphere.

• Medical, Dental, Vision, and Life Insurance options.

• 401(K) matching contributions.

• Discretionary profit-sharing opportunities.

• Annual discretionary bonuses.

• Wellness programs, including Yoga and Massages.

• Bi-weekly engagement activities (coffee tastings, trivia, etc.).

• Opportunities for community involvement.

• Professional development support.

• Designated growth days.

• Vacation leave.

• Floating holidays.

• Sick leave.

• Parental leave.

• Company-sponsored band.

• Basketball activities.

• Flag football events.

• Volleyball leagues.