Note: The job is a remote job and is open to candidates in USA. Practifi is a company that builds Salesforce-native software for financial advisors, operating as a small, remote-first team. The Training Consultant role involves ensuring clients understand and effectively use the platform, conducting webinars and workshops, and providing on-site training to enhance client adoption and satisfaction.
Responsibilities
- Running engaging webinars and workshops built around real wealth management use cases, not generic click-throughs
- Hosting monthly Power Sessions on the advanced stuff (AI features, Services & Deals, integrations) that clients are hungry to learn
- Traveling to strategic clients about once a month for onsite, train-the-trainer sessions and the kind of relationship building that only happens in person
- Acting as a trusted advisor during engagements, spotting adoption gaps, and giving honest, useful recommendations
- Keeping the training calendar humming with a 95% on-time delivery rate
Skills
- 3-5 years of relevant training experience, ideally in software or technology. If your software training is lighter but you've got 7 to 10 years of strong face-to-face training or teaching behind you, we want to talk
- Comfort and confidence leading live and virtual sessions, and the stamina to be engaging and present for extended stretches
- Excellent facilitation and communication skills, with a real talent for making complex things feel simple
- Willingness and ability to travel to clients about once a month
- A Salesforce Trailhead certification, or the drive to earn one early (this is part of how you'll grow into platform mastery)
- Familiarity with Salesforce or Salesforce-native tools
- Background in instructional design, adult learning, or formal education
- Experience in wealth management, fintech, or financial services, and fluency in the language advisors use (AUM, households, productivity)
- Prior remote work experience and the self-discipline that makes it work
Benefits
- 20 days Paid Leave, 10 sick days, 3 personal days, and 3 volunteering days
- Learnbucks annual education stipend to keep growing
- A genuinely remote-first setup that respects your life outside work
- A Practibuddy mentor from your very first day
- Bi-annual Chicago summits where the whole company connects in person
- An open, low-ego culture where questions are welcome and wins get celebrated
- Real work-life integration, not a poster on a wall
- Learnbucks, promotions from within, and a clear path to Training Manager
Company Overview
Practifi is a CRM and business management platform for financial advisory firms, streamlining client data, workflows, and insights. It was founded in 2013, and is headquartered in Sydney, New South Wales, AUS, with a workforce of 51-200 employees. Its website is https://www.practifi.com/.