Software Training Specialist

Corelation-Inc; San Diego (CA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(K) Match

Medical, Dental, Vision, LifeInsurance

Discretionary annual bonus

Wellness Programs

Professional Development Growth Days

Vacation Days

Job summary

Corelation, Inc. is looking for an Education Services trainer to educate clients and employees on KeyStone. The role combines onsite and remote delivery, requiring the creation of engaging training programs and materials to improve user adoption and success.

You will design courses, tailor sessions, monitor progress, and support onboarding through the CORE program, with occasional travel and collaboration across the Education team to meet training goals.

Qualifications

• At least six months to two years of related training experience.
• High school diploma or GED is required.
• Experience in education, adult learning, training, or Credit Unions preferred.

Responsibilities

• Design and deliver customized training for KeyStone users based on client needs.
• Create and maintain training materials and schedules; upload to client Confluence space.
• Assist other Education team members in meeting training initiatives.
• Travel as business needs dictate and build strong client relationships.
• Support monthly client Webex training and maintain supporting documentation.

Skills

Educational program design

Client training delivery

Onsite/remote training

Education

High school diploma/GED

Job description

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.

What We Are Looking For

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

Requirements

KeyStone System Knowledge & Delivery:

• Contribute to the design of new training programs and courses for Users with regards to KeyStone. 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 KeyStone 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.

Client Support:

• 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 KeyStone. 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 KeyStone 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.

Other Duties:

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

Why You Are The Perfect Fit

• 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.

Why We Are Your Perfect Fit:

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

What you can be a part of:

Company Band

Basketball

Flag Football

Volleyball

Pay Range:

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