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Requirements and responsibilities
We build Salesforce-native software for financial advisors, and we do it as a small, remote-first team that genuinely likes working together. We're under 100 people across the US and Australia, so you won't get lost in a sea of org charts. What you see is what you get here. We say what we mean, we share what we're working on, and we trust people to do great work without hovering over them.We come together twice a year in Chicago for our summits, where the work gets real and the connection gets realer. The rest of the time, we're remote in the truest sense, which means your work fits your life, not the other way around.Our clients are wealth management professionals who count on Practifi to run their firms. The Training Consultant is the person who makes sure they actually know how to use what they're paying for, and feel confident doing it. You're the face of Practifi during live and virtual training, the advisor in the room when a firm is trying to get more out of the platform, and the voice that turns a complicated feature into something that just clicks.This role sits on our Learning team and works closely with strategic client accounts, including teams like Provenance and Dynasty. When you do this well, adoption goes up, clients stay, and advisors get time back to do what they do best. That's the whole point.Your Day-to-Day (The Honest Version)The Core WorkRunning engaging webinars and workshops built around real wealth management use cases, not generic click-throughsHosting monthly Power Sessions on the advanced stuff (AI features, Services & Deals, integrations) that clients are hungry to learnTraveling to strategic clients about once a month for onsite, train-the-trainer sessions and the kind of relationship building that only happens in personActing as a trusted advisor during engagements, spotting adoption gaps, and giving honest, useful recommendationsKeeping the training calendar humming with a 95% on-time delivery rateThe Reality CheckClient-facing training is dynamic, and sometimes a little chaotic. Plans change, sessions shift, and a participant will absolutely ask you the one thing you didn't prep for. You'll thrive here if you stay calm, stay curious, and roll with it. You won't be doing it alone. Your Practibuddy is there from day one, and the wider Learning team, along with our Technical Writer, LX Designer, CSMs, and Technical Consultants, problem-solves together constantly. Nobody expects you to know our platform cold on week one. We expect you to learn fast and ask good questions.The Growth PartYour Learnbucks education stipend is yours to invest in becoming sharper, whether that's certifications, courses, or conferences. We promote from within because we'd rather grow the people who already get us.What We're Really Looking ForThe Must-Haves5+ years of relevant training experience, ideally in software or technology. If your software training is lighter but you've got 7 to 10 years of strong face-to-face training or teaching behind you, we want to talkComfort and confidence leading live and virtual sessions, and the stamina to be engaging and present for extended stretchesExcellent facilitation and communication skills, with a real talent for making complex things feel simpleWillingness and ability to travel to clients about once a monthA Salesforce Trailhead certification, or the drive to earn one early (this is part of how you'll grow into platform mastery)The Nice-to-HavesFamiliarity with Salesforce or Salesforce-native toolsBackground in instructional design, adult learning, or formal educationExperience in wealth management, fintech, or financial services, and fluency in the language advisors use (AUM, households, productivity)Prior remote work experience and the self-discipline that makes it workThe More Important StuffEnergy and optimism. We're looking for a glass-half-full person who lifts the room and brings genuine enthusiasm to every sessionResilience and adaptability when plans change at the last minute, because they willCuriosity. You like figuring out why an audience isn't getting something, then solving for itAuthenticity. You build trust by being real with clients, not by performing for themWhat Taking This Leap Gets YouThe Practical StuffBase salary of $75,000 to $90,000 annually20 days Paid Leave, 10 sick days, 3 personal days, and 3 volunteering daysLearnbucks annual education stipend to keep growingA genuinely remote-first setup that respects your life outside workThe Cultural StuffA Practibuddy mentor from your very first dayBi-annual Chicago summits where the whole company connects in personAn open, low-ego culture where questions are welcome and wins get celebratedReal work-life integration, not a poster on a wallLiving Our Values DailyGrowth: Progress with purpose. Learnbucks, promotions from within, and a clear path to Training Manager.Collaboration: Together we achieve more. You'll partner constantly with CSMs, Implementation, Technical Consultants, Sales, and our Technical Writer.Transparency: Clarity inspires trust. It's why our salary range is right here in this ad.Curiosity: Open minds ignite change. You'll dig into why adoption stalls and experiment with how to fix it.Integrity: Integrity leads, actions follow. You'll give clients honest guidance, even when it's not what they hoped to hear.Ready to Join Our Community?You'll report to our Senior Director, Learning, and collaborate daily with CSMs, Implementation, Technical Consultants, Sales, and our Technical Writer. This is a remote-first, US-based role. We're open to candidates across the country, with a preference for Central and Midwest time zones to make client travel smoother. We expect roughly monthly travel to strategic clients, plus our two Chicago summits a year. We're ready to welcome the right person soon, so don't sit on this one.One Last ThingWe're not just hiring a Training Consultant. We're adding someone to our community who'll help our clients feel capable and confident, and who'll make our team better just by being part of it. If that sounds like you, we'd love to meet you.
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