Qureos

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Client Training Specialist

Charlotte, United States

Description:

Department: Customer Success

Reports To: Manager, Customer Success

Overview

Our Client Training Specialist is responsible for onboarding our new lender clients, delivering engaging and effective SaaS software training sessions, and managing the implementation timelines. You’ll understand the client's situation and needs and tailor training content accordingly. In addition, you'll also support specialty projects and contribute to our knowledge base, ensuring our clients have all the resources they need to succeed.

Responsibilities

  • Design and deliver engaging virtual training sessions, covering all aspects of our SaaS platform for new and existing clients.
  • Manage the full training lifecycle, from initial scheduling and coordination with clients to post-training follow-up.
  • Develop and maintain client-specific implementation plans, tracking progress and ensuring key milestones are met.
  • Collaborate closely with the Customer Success and Support teams to understand client needs and tailor training content accordingly.
  • Assist with specialized onboarding projects, providing hands-on support and expertise to ensure a smooth transition for new clients.
  • Create clear, concise, and comprehensive knowledge base articles and other training materials to empower self-service learning for our users.
  • Contribute to training curriculum and content.
  • Gather feedback from clients to continuously improve training programs and content.
  • Stay up-to-date with product updates and new features to ensure accurate and relevant training delivery.
  • Troubleshoot basic client issues during training sessions and escalate complex problems to the appropriate teams.
Requirements:
  • 3-5 years of experience in delivering software training, ideally in a SaaS environment.
  • Construction lending experience preferred
  • Exceptional presentation and communication skills, with the ability to explain complex technical concepts in an easy-to-understand manner.
  • Proficiency in using virtual meeting platforms (e.g., Zoom) for training delivery.
  • Strong organizational skills with the ability to manage multiple client schedules and priorities simultaneously.
  • Experience in developing and tracking implementation plans.
  • Demonstrated ability to write clear and effective documentation, such as knowledge base articles or user guides.
  • Customer-centric mindset with a genuine desire to help users succeed.
  • Ability to work independently and as part of a collaborative team.
  • Familiarity with CRM software is a plus.
  • Experience with construction

Compensation: range is $27-36/hour, Full-time.

The actual pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, and geographical location. It is not typical for an individual to be hired at the high end of the range for their role, and compensation decisions are dependent upon the facts and circumstances of each position and candidate.

Candidates must reside in one of the following states: CA, WA, AZ, ID, VA, TX, FL, NC, TN, and MD. We can not consider or hire anyone who resides outside of these states.

Land Gorilla is an equal-opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected characteristic.

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