CRM Training Manager, Learning and Development

CRM Training Manager

Join Aprio's Learning & Development team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a CRM Training Manager to join their dynamic team.

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
• 35+ years of experience designing and delivering training programs (57 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

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

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.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.