Pennylane23.02.26
AI SCORE 8.5

Freelance Training Consultant - Remote Role at Pennylane

$50K–$70K/year

About the Role

Pennylane is seeking a dedicated Freelance Training Consultant to join our dynamic team in a remote capacity. In this role, you will help clients effectively utilize our financial management software, contributing to their success and enhancing overall client satisfaction. As a Freelance Training Consultant, you will work in a stimulating and autonomous environment, making a significant impact on our clients' financial management capabilities.

What You'll Do

  • Conduct engaging training sessions and webinars for new clients to help them understand and utilize financial management tools effectively.
  • Collaborate closely with the Account Manager to tailor training plans that meet the specific needs of each client.
  • Gather feedback from clients to continuously improve training modules and ensure they are up-to-date with the latest features.
  • Become a technical expert over time, providing insights and support to clients as they navigate our software.
  • Engage with clients to ensure their success with the software, fostering a positive relationship and encouraging ongoing use.
  • Participate in administrative tasks and product monitoring to maintain high standards of service.
  • Maintain a flexible work schedule, requiring at least 3 days a week availability, and be open to travel within a defined geographical area.
  • Contribute to the Pennylane community by sharing knowledge and best practices with fellow trainers and experts.

Requirements

  • Significant experience in an accounting firm or similar environment.
  • Strong relational and pedagogical skills to effectively communicate and engage with learners.
  • Proficiency in digital tools such as Slack, Notion, and Google Workspace.
  • Excellent presentation and videoconferencing skills to deliver impactful training sessions.
  • Willingness to learn quickly and adapt to changes in training modules.
  • Strong commitment to Pennylane's vision and community.
  • Availability for at least 8 days per month for training sessions.
  • Previous freelance experience is a plus.

Nice to Have

  • Experience in creating training materials or modules.
  • Knowledge of financial management software.
  • Experience in a remote working environment.

What We Offer

  • Work in a fast-growing FinTech company with a strong vision.
  • Opportunity to shape the future of financial management.
  • Collaborate with an international team of experts.
  • Flexible working hours and a supportive remote work culture.
  • Competitive compensation for freelance work.
  • Access to training and professional development resources.
  • Contribute to a community of trainers and experts.
  • Potential for career advancement and leadership opportunities.
Language Requirements
EnglishC1
French(optional)B2
BasicIntermediateAdvancedNative
Why This Job8.5 of 10

This Freelance Training Consultant role at Pennylane offers a unique opportunity to work remotely while helping clients succeed with financial management software. Enjoy flexible hours and competitive compensation.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

Proficient in financial management software such as QuickBooks or Xero, with a strong ability to explain complex financial concepts to clients through engaging webinars and interactive training sessions.

Self-motivated and proactive in a remote work environment, demonstrating excellent time management skills to balance multiple client engagements while maintaining high-quality training delivery.

Analytical mindset with a focus on client success, capable of assessing client needs and customizing training materials to enhance user adoption of digital tools and financial management practices.

Learning Resources

Financial Management Software Training Guideguide

Career Path

Freelance Training Consultant(Now)Client Success Manager(1-2 years)Director of Training and Development(3-5 years)

Market Overview

Market Size 2024
$12.5B
Annual Growth
10.5%
AI Adoption
42%
Investment
+35%
Labour Demand
+25%
Avg Salary
$85K

Skills & Requirements

Required
Financial Management SoftwareTrainingWebinars
Growing in Demand
Data AnalyticsCloud ComputingUser Experience Design
Declining
Excel MacrosOn-Premise Software Training

Domain Trends

Shift to Cloud-Based Solutions
By 2025, over 70% of financial management software will be cloud-based, reflecting a 50% increase from 2023.
Integration of AI in Financial Tools
43% of financial management software companies are integrating AI features to enhance data analysis and forecasting capabilities.
Increased Demand for Remote Training
Remote training sessions have increased by 60% since 2022, with 75% of organizations preferring virtual training for financial management software.

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