The Role
Designs and delivers role-based CRM (HubSpot) training across live, virtual, and on-demand formats; supports integrations, change management, sales enablement, data-driven training improvements, and cross-functional adoption across the firm.
Summary Generated by Built In
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
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Skills Required
- Bachelor's degree in Learning & Development, Instructional Design, Business, Marketing, or related field
- 3-5+ years designing and delivering training programs (5-7 years preferred)
- Proven experience delivering virtual, in-person, and on-demand training
- Hands-on experience training CRM or business systems (HubSpot preferred)
- HubSpot Academy certifications (CRM, Sales, or Marketing)
- Training or instructional design certifications (ATD, CPTD, or equivalent)
- Experience supporting system adoption, change management, or digital transformation initiatives
- Strong data analysis skills with ability to measure training effectiveness and drive improvements
- Familiarity with LMS platforms and training delivery tools
- Knowledge of NASBA compliance, branding, and documentation standards
- Estimated willingness to travel ~25% (variable based on acquisition activity)
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
