Training and Implementation Consultant

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

📋 Description

• Oversee comprehensive implementations of Pinewood.AI for dealership finance and accounting, encompassing discovery, scoping, configuration, training, go-live, and hypercare phases.

• Set up and verify financial workflows, including GL mappings, journal entries, reporting, and integrations with OEMs and third-party platforms.

• Design, customize, and conduct training sessions for diverse audiences, both in-person and online.

• Develop and adapt training materials specifically for the North American market, modifying terminology, spelling, examples, and procedural details for US users.

• Provide coaching on best practices for dealership financial workflows, covering AP/AR, bank reconciliations, manufacturer statements, compliance, and month-end processes.

• Facilitate business change initiatives such as stakeholder alignment, adoption planning, and evaluation of training effectiveness.

• Document lessons learned, contribute to implementation playbooks, and mentor fellow team members.

• Work collaboratively with product, support, and delivery teams to troubleshoot issues, share insights, and enhance the rollout process.

• Travel extensively throughout North America, approximately 80% of the time, to provide on-site consultancy and training.

⛳️ Requirements

• Extensive experience in dealership accounting, finance, or F&I operations with a strong understanding of end-to-end financial processes.

• Proven expertise in training, facilitation, and change management related to enterprise software (DMS or accounting/ERP platforms).

• Practical experience in configuring and validating financial workflows within dealership systems.

• Experience in designing curricula and training materials, including localization for new markets.

• Demonstrated ability to manage complex multi-site implementations and influence senior stakeholders effectively.

• Knowledge of major dealership management systems such as CDK, Reynolds, Dealertrack, or other similar platforms.

• Exceptional communication and presentation skills, capable of engaging and inspiring diverse audiences.

• Highly organized, analytical, and adept at prioritizing multiple concurrent projects.

• Proven history of enhancing implementation or training methodologies within a team or organization.

• Experience with rapidly growing or international tech companies, ideally in startup-like environments.

• Strong comprehension of how dealership financial performance impacts overall dealership success.

• Flexible and proactive, excelling in a fast-paced, evolving startup environment.

• Willingness and ability to travel extensively across the United States and Canada (approximately 80%).

🏝️ Benefits

• A highly competitive salary.

• Generous car allowance.

• Excellent bonus scheme.

• Flexible combination of home and office working.

• 4 weeks of paid time off (PTO).

• 401k plan.

• Comprehensive health insurance benefits.

• Regular one-on-one meetings and career development opportunities.