Accounting Software Trainer
TapTalent.ai
Date: 3 days ago
City: Remote
Contract type: Full time
Remote
About Trinity Outsourcing Solutions
Trinity Outsourcing Solutions is dedicated to connecting talented professionals with dynamic career opportunities across the world. As a trusted HR partner, Trinity offers a pathway for skilled individuals to work in roles that align with their expertise and support their career advancement. Known for fostering a supportive and growth-focused environment, Trinity provides hands-on experience and tailored opportunities for development. By prioritizing meaningful placements, Trinity enables professionals to unlock their potential and make a lasting impact within innovative companies.
The Role
Remote
9:00 AM to 6:00 PM
In this role, you will work directly with new subscribers especially CPAs and SMEs to guide them through the first 90 days of using the client’s accounting software. Your job is to ensure that every user is confident, self-sufficient, and consistently using the platform by providing structured training sessions, onboarding calls, chat/email support, and continuous check-ins.
Responsibilities
Trinity Outsourcing Solutions is dedicated to connecting talented professionals with dynamic career opportunities across the world. As a trusted HR partner, Trinity offers a pathway for skilled individuals to work in roles that align with their expertise and support their career advancement. Known for fostering a supportive and growth-focused environment, Trinity provides hands-on experience and tailored opportunities for development. By prioritizing meaningful placements, Trinity enables professionals to unlock their potential and make a lasting impact within innovative companies.
The Role
Remote
9:00 AM to 6:00 PM
In this role, you will work directly with new subscribers especially CPAs and SMEs to guide them through the first 90 days of using the client’s accounting software. Your job is to ensure that every user is confident, self-sufficient, and consistently using the platform by providing structured training sessions, onboarding calls, chat/email support, and continuous check-ins.
Responsibilities
- Conduct one-on-one or small group onboarding and training sessions (remote or in-person)
- Schedule and lead recurring check-ins and Q&A calls with new users within the first 90 days
- Respond to subscriber questions via chat, email, or call and escalate technical issues when needed
- Track each assigned subscriber’s usage, identify drop-offs, and proactively engage to support retention
- Provide feedback to the product and support teams based on user pain points
- Maintain updated records of training progress and client engagement
- Licensed CPA (Philippines)
- At least 3 – 5 years relevant experience
- Hands-on experience with accounting/tax SaaS platforms (e.g., JuanTax, Xero, QuickBooks)
- Strong communication and facilitation skills for one-on-one and small group training
- Organized, with strong follow-through on tasks and client commitments
- Comfortable using tools like Zoom, Google Workspace, and CRM or helpdesk platforms
- Empathetic and user-focused able to simplify technical topics for non-technical clients
- Experience in onboarding or customer success for SaaS companies
- Familiarity with BIR workflows and compliance for SMEs and firms
- Experience handling client success journeys or playbooks
- Basic knowledge of tools like Notion, Loom, or Help Center documentation
How to apply
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