Training Coordinator

MBE CPAs; Marshfield (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive medical, dental, and vision insurance

Paid Time Off (PTO)

401(k) employer matching

Tuition reimbursement

Bonuses for business development leads

Job summary

MBE CPAs is seeking a Training Coordinator to support firmwide training programs and ensure team member success. This role involves designing and delivering training programs, coordinating logistics, and maintaining compliance documentation. The ideal candidate should have strong computer skills, analytical thinking abilities, and be proficient in Microsoft Office products.

The position offers competitive benefits, including medical insurance and a 401(k) matching program, with opportunities for professional growth.

Qualifications

• Experience in a training, HR, or administrative role is preferred.
• Public speaking and presentation skills for facilitating trainings.
• Experience with isolved's Learn & Grow LMS is strongly preferred.

Responsibilities

• Design and develop training programs for the team members.
• Maintain documentation of CPE requirements and track submissions.
• Market training opportunities and coordinate logistics for sessions.

Skills

Strong computer skills

Analytical thinking

Attention to detail

Written and verbal communication

Organizational skills

Education

Degree in human resources or related field

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

What's the role?

The Training Coordinator supports the MBE Affiliate Group's firmwide training programs, systems onboarding, and documentation that contribute to team member development and career progression. This role helps ensure our people have the tools, training, and resources they need to be successful. Responsibilities include:

Training Program Development and Delivery

• Design and develop training programs for the MBE Affiliate Group team members
• Facilitate new hire systems training and serve as an ongoing resource for questions
• Develop, schedule, and manage new hire onboarding plans

Continuing Education and Compliance

• Maintain accurate documentation of all CPE requirements, designations, and renewal timelines
• Submit CPE records to the appropriate entities and oversee CPE tracking
• Support firmwide training compliance, including maintaining MBE University within isolved Learn & Grow

Coordination, Evaluation, and Continuous Improvement

• Map out annual training plans for all departments and affiliate businesses
• Market upcoming training opportunities and coordinate logistics for sessions
• Assess training effectiveness, gather feedback, and evaluate impact on skills and KPIs
• Participate in the Training Committee and support process improvement initiatives
• Assist with the first-year evaluation program and the Customized Learning Program
• Assist with the creation and maintenance of standardized documents and organizational materials

What experience and skills do I need to be successful?

• Strong computer skills with the ability to create and maintain standardized documents
• Strong analytical thinking and problem‑solving abilities
• High attention to detail and accuracy
• Clear and professional written and verbal communication skills
• Ability to listen, evaluate information, and make sound deductions
• Excellent organization and the ability to stay on task
• Able to consistently meet deadlines and follow through on commitments
• Proactive contributor to process improvement
• Comfortable working daily in Microsoft Office products, including Excel, Word, and Outlook

Preferred Qualifications

• Experience working in a training, HR, administrative, or related role
• Public speaking and presentation skills for facilitating trainings
• Adobe skills are a plus
• Experience working in isolved's Learn & Grow LMS is strongly preferred
• A degree in human resources, training, education, or a related field preferred

Great Perks and Benefits

• Competitive medical, dental, and vision insurance plans
• FSA/HSA account options
• Paid Time Off (PTO)
• 401(k) employer matching program to save for retirement
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness
• Bonuses for helping with business development leads
• Incredible potential for upward mobility and career growth

What will my schedule look like?

This role supports our office hours of Monday – Friday, 8 a.m.–5 p.m. Ideally, this role is based on‑site. We are open to experienced talent working in a hybrid arrangement with expectations to be onsite for facilitating in‑person training and new hire orientation.