PaulHood · 1 week ago
Sr. Training Manager
United States
Full-time
Onsite
Senior Level
$95K/yr - $100K/yr
7+ years expPaulHood is transforming the mid-market CPA industry with an entirely new model. They are seeking a Senior Training Manager to lead the creation and delivery of training programs that enhance client support, technical expertise, and managerial capabilities within the organization.
AccountingConsultingFinancial Services
Responsibilities
Must be able to deliver training via multiple approaches including in-person, online, and asynchronous video or written training programs
Manage the Learning Management System (LMS) via Paycor
Develop and deliver training programs for systems, productivity, and for our tech stack (Microsoft Suite)
Gain deep expertise in our tax software (CCH) and deliver training content to ensure proficiency across the organization (note: this role is not expected to train tax/accounting professionals on industry specific expertise)
Train client success and client experience teams on the use of tech stack and client service models to support client needs
Support managers with foundational leadership skills, including performance management, accountability, and team development
Provide coaching and resources to help managers lead effectively in a high-growth environment
Design and execute onboarding programs for new hires and employees from acquired firms
Ensure smooth cultural and operational integration through structured learning experiences
Plan, organize, and deliver the annual Hood Training Academy, including curriculum design, scheduling and content creation
Collaborate with subject matter experts and leadership to ensure impactful programming
Develop company-wide content for a range of functions in the organization including Client Success and Client Experience, Accounting and Payroll, Tax, Sales and Marketing, Audit, etc
Ensure content library is up to date and re-worked as needed
Oversee training completion tracking and reporting in the company’s LMS and KnowB4 systems
Partner with the HR Generalist for administrative support, including calendar management and compliance tracking
Partner with Communications to ensure processes are documented and trained across the organization
Measure training effectiveness and adjust programs based on feedback and performance metrics
Champion a culture of learning and professional growth across the organization
Qualification
Required
7-10 years of experience in a training creation, management, and delivery role
Proven ability to design and deliver technical and leadership training ranging from entry level to senior roles
Experience in onboarding and integration in a multi-location/remote environment
Experience managing a Learning Management System within an HRIS system
Proficiency in Microsoft 365 tools (Teams, SharePoint, Excel/Power BI, PowerPoint, Planner/Project)
Exceptional written and verbal communication and an ability to convey complex concepts clearly to diverse audiences
Excellent presenter who is skilled in creating and delivering engaging presentations that drive understanding and retention
Excellent facilitation skills in a remote training environment (able to effectively use Teams/Zoom)
Proven ability to design compelling training materials, including detailed guides, interactive resources, and visually impactful PowerPoint presentations
Ability to translate learning topics into clear, relatable narratives that motivate and inspire learning
Ability to learn new technical solutions and teach the use of tools for users (including tax and accounting tools like CCH and Qount as well as the Microsoft technical stack)
Familiarity with learning management systems and modern training tools
Ability to thrive in a fast-growing environment with evolving needs
Ability to work effectively across departments to deliver impactful learning experiences
Preferred
Bachelor's degree in business, management, communications, or a related field preferred
Paycor experience a plus
Benefits
Bonus Opportunity
Stock Options
Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
Paid parental leave
Comprehensive Employee Benefits Package
401k Program with Company Matching
Paid Volunteer Days
Educational/Personal Growth Reimbursement
Company
PaulHood
Helping people who deserve better take control of their financial future: transforming once-a-year tax prep into year-round financial confidence so families, businesses, and legacies can thrive for generations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ginny Morgan, MBA
Chief Operating Officer
Company data provided by crunchbase