QuickBooks Training Associate

The QuickBooks Training Associate will be responsible for delivering engaging and effective training sessions to new and existing team members. The Trainer will utilize official training materials, facilitate live virtual sessions, and provide real-time guidance on functionality, troubleshooting, and client engagement best practices.

This role requires strong communication skills, in-depth QuickBooks Online knowledge, and the ability to simplify complex concepts for diverse learners. The Trainer will play a key role in ensuring team readiness and consistent service quality across our client's program.

Key Responsibilities

• Deliver live, instructor-led training sessions.

• Facilitate interactive workshops and Q&A sessions to reinforce key learning objectives.

• Provide hands-on demonstrations of QuickBooks features, workflows, and troubleshooting techniques.

• Address and resolve trainee questions related to QuickBooks product usage, common errors, and best practices.

• Evaluate trainee performance through knowledge checks, role plays, and feedback sessions.

• Collaborate with internal stakeholders (Training, Operations, and Quality teams) to identify training needs and update materials as needed.

• Track attendance, completion, and trainee progress using designated training systems.

• Stay current on updates, new feature releases, and support processes to ensure training accuracy.

• Support continuous improvement by gathering feedback and recommending enhancements to training content and delivery methods.

Qualifications & Skills

Required:

• 2+ years of experience as a Trainer, Learning Facilitator, or similar instructional role.

• Advanced knowledge of QuickBooks Online, including setup, troubleshooting, and client support.

• Excellent verbal communication and presentation skills.

• Ability to explain complex technical concepts in an approachable, learner-friendly way.

• Strong problem-solving and analytical skills.

• Comfortable leading virtual sessions via Microsoft Teams or Zoom.

Preferred:

• Prior experience supporting QuickBooks programs.

• QuickBooks Online Certification (Advanced or ProAdvisor).

• Experience using Learning Management Systems (LMS) or training tracking tools.

• Background in accounting, bookkeeping, or small business support.

Work Environment & Schedule

• Full-time role, 40 hours per week.

• Remote work environment.

• Must be available during standard business hours (9:00 to 6:00 PST) and flexible for training coverage as needed.

Success Indicators

• High trainee engagement and satisfaction scores.

• Improved post-training performance metrics.

• Up-to-date and compliant delivery of training materials.

• Consistent and timely support for trainee troubleshooting inquiries.