Software Training Specialist

Description

Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high‑performing work environment.

When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development.

Responsible for successfully training clients in using Key Stone. Contributes to the design of training programs and course materials necessary to educate, train, and assist clients and employees in using Key Stone. Assist other Education team members in meeting the training initiatives of the Department. This is the first level within the Education Services team.

• Contribute to the design of new training programs and courses for Users with regards to Key Stone. Ensure delivery and learning environment is adapted to each clients’ needs, whether onsite or remote. Contribute ideas to enhance the client’s overall training experience.
• Develop and maintain an understanding of the Key Stone product. Keep abreast of all enhancements and changes by reading Release Notes promptly and in detail.
• Ensure current procedures and processes are being followed. Utilize and direct clients to the most recent documentation on Confluence.

• Design and deliver customized training based on products, services and interfaces used by each client, utilizing all training delivery methods. Instruct, support and coach students in developing their knowledge of Key Stone. Inform credit union management of areas of development for students.
• Create and maintain client training schedules. Upload training related materials to client Confluence space. Meet all training related project plan deadlines; if unable to, communicate to manager prior to deadline.
• Instruct clients to perform setup of training related items on the Key Stone database and monitor client progress.
• Travel as business needs dictate. Develop strong relationships with each client and communicate feedback or concerns to manager promptly.
• Support monthly client Webex training. Keep abreast of supporting documentation on Confluence, including internal Software Training Specialist procedures.

• Deliver and participate in Corelation’s Onboarding and Readiness Employee (CORE) Program until teach backs are completed.
• Offer ideas to improve internal or client facing documentation.

• You have at least six months to two years of similar or related experience.
• You have at least a high school diploma/GED.
• You preferably have experience working in education, adult learning, training, and/or Credit Unions.
• You preferably have experience working at a similar software company.

Benefits Include but not limited to:

• Medical, Dental, Vision, Life Insurance
• 401(K) Match
• Discretionary profit share
• Discretionary annual bonus
• Wellness Programs:
  Yoga and Massages
• Bi‑Weekly engagements (coffee tastings, trivia, etc.… )
• Community Involvement
• Professional Development Growth Days
• Vacation Days
• Floating Holidays
• Sick Days
• Parental leave

• Company Band
• Basketball
• Flag Football
• Volleyball

* Range depends on geographic metro / zone, budget, and experience*