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.
Join Aprio's Learning & Development team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a CRM Training Manager to join their dynamic team.
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.
What You'll Gain / Impact
You will shape CRM adoption across a growing organization, support real integration events, and influence sales effectiveness through training, data quality, and pipeline improvements.
Responsibilities:
- 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.
Qualifications:
- 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
Core Skills:
- Training content production and delivery
- Learning Management Systems (LMS)
- Data Analysis and Reporting
- Customer Relationship Management (CRM)
Leadership Skills:
- Building Relationships
- Adaptability
- Client Focus
- Quality Orientation
- Continuous Improvement
- Communication