Responsibilities:
Develop and maintain documentation that our customers will use to understand our products functionality. This includes implementation guides, training materials, knowledge base articles, and client playbooks for both audit and lease modules.
Use your training and enablement expertise to improve our company-led customer training activities. You will collaborate with our product and services experts to make the best-fit onboarding and training materials for our customers.
Design and deliver modern, scalable content that keeps our customers up to date as we expand our product functionality. Select the appropriate medium(s) for delivery: emails, webinars, live trainings, and edited videos.
Gather feedback from customer engagements and internal teams to refine content and improve the overall customer learning experience.
Collaborate cross-functionally with Product, Support, and Customer Success to ensure client-facing resources stay current and impactful.
3+ years of relevant experience in instructional design, education, customer enablement, or onboarding.
A technical mindset. We sell accounting software to accountants, and you will be learning specialized technical products.
Proven ability to create clear, well-structured learning materials and instructional content across multiple media: written, recorded video, live-delivered lessons, etc.
Strong project management and communication skills, with experience organizing and delivering cross-functional initiatives on complex topics.
Experience with modern documentation and enablement tools (e.g., Zendesk, AppCues, LMS platforms) and familiarity with other SaaS platforms used in accounting.
Experience working at or with audit, advisory, or consulting firms.
Familiarity with us, CaseWare, or similar audit or lease automation platforms.
Background in developing internal enablement systems or onboarding frameworks for technical users.
