Learning and Development Specialist

About SafeSend

At SafeSend, we are automating the tax and accounting profession with innovative, emerging technologies. We help accounting firms and tax practitioners work more efficiently and better serve their clients. We are driven by our vision and are always on the lookout for talented, team-oriented people who want to help us continue to push forward. Join us and work in an exciting environment, with some of the brightest and most creative people in technology!

Opportunity Overview

At SafeSend, we are automating the tax and accounting profession with innovative, emerging technologies. We help accounting firms and tax practitioners work more efficiently and better serve their clients.

The Learning and Development Specialist will create, develop, implement, and conduct learning and development programs for SafeSend customers and employees. This includes onboarding of new customers and employees, refresher training for existing customers, and product training for customer support employees.

Essential Duties and Responsibilities:

• Participate in and conduct technical training for new and existing product users.
• Act as a subject matter expert on assigned products and answer customer and internal employee questions on implementation procedures.
• Develop a thorough working knowledge of the SafeSend suite of products.
• Assist in product launches.
• Understand how our customers are utilizing SafeSend products and recommend additional features that can be leveraged to enhance their business.
• Ensure client configuration aligns with recommended best practices.
• Work with the company's marketing, sales and product development teams to support the development of marketing initiatives to help ensure continually evolving products that meet or exceed client expectations.
• Responsible for phone support, problem tracking, diagnosis, replicating business issues, troubleshooting, and resolution of client problems.
• Host weekly Trainings and/or demonstrations of product lines.
• Invest in ongoing self-development to acquire industry relevant skills necessary to satisfy customer needs.

Qualifications / Skills

• Bachelor's degree from an accredited college/university or equivalent work experience.
• 3+ years of experience in product training or similar role, preferably for a SAS provider.
• A passion for technology and comfortable with web-based applications.
• Exceptional time management skills and ability to prioritize multiple tasks in a fast-paced environment while meeting critical deadlines.
• Strong presentation skills and ability to effectively communicate a variety of topics to a diverse audience.
• Experience providing high-level client support, internally and externally, along with the ability to build strong relationships with clients and team members.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Possess the ability to self-motivate, maintain a consistent schedule, and a personality to train clients who may have no understanding of the product.
• Excellent computer skills including Microsoft Word, Excel, PowerPoint and Outlook

Why join SafeSend?

We love serving our customers, making technology tools that help people, and being part of a vibrant organization that is team oriented. These characteristics are part of the reason our flagship solution, SafeSend Returns® is a multi-year technology innovation award winner. We deliver on our promise to offer best-in-class software design and customer service.

We offer a competitive compensation and benefits package including company-paid health benefits and 401(k) plan with company match, as well as generous PTO packages and flexible working arrangements. We provide an environment that encourages a healthy lifestyle promoting work/life balance and overall employee well-being.
SafeSend is an EEO and Affirmative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state or local law.