CRM Training Manager, Learning and Development

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., * 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.

• 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, * Training content production and delivery
• Learning Management Systems (LMS)
• Data Analysis and Reporting
• Customer Relationship Management (CRM), * Building Relationships
• Adaptability
• Client Focus
• Quality Orientation
• Continuous Improvement
• Communication

Pulled from the full job description

• Tuition reimbursement
• Parental leave
• 401(k)
• Health insurance
• Vision insurance
• Dental insurance

• Flexible spending account, 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.

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.