About The Position
Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs and global accounting firms, offering a customer-centric experience from speedy implementation to a convenient managed service model.
At Trullion, we think big, fostering an environment where ambitious ideas and growth are encouraged. We are committed to truth, ensuring honesty and transparency in all our actions. Hiring diverse talent is key to our values, as we believe that diversity cultivates a culture of innovation. Our supportive culture is dedicated to being on your side, offering excellent work-life balance, personal development opportunities, and comprehensive benefits to our employees and clients.
We’re seeking a Customer Learning Associate who will be responsible for ensuring that we have the materials in place to allow our customers to know how our tools can work for them and is passionate about scaling client outcomes through process documentation, enablement content, and knowledge-sharing resources. This role is part of the Customer Delivery team, which is responsible for onboarding, training, and ensuring long-term client success. Your work will directly impact how customers adopt Trullion at scale and how our internal teams deliver consistent, high-quality experiences. You will be instrumental in building and evolving our knowledge base, onboarding programs, and internal enablement processes to ensure both clients and Trullion teams can learn, adapt, and scale efficiently.
Responsibilities
- Develop and maintain documentation that our customers will use to understand our products’ functionality. This includes implementation guides, training materials, knowledge base articles, and client playbooks for both audit and lease modules.
- Use your training and enablement expertise to improve our company-led customer training activities. You will collaborate with our product and services experts to make the best-fit onboarding and training materials for our customers.
- Design and deliver modern, scalable content that keeps our customers up to date as we expand our product functionality. Select the appropriate medium(s) for delivery: emails, webinars, live trainings, and edited videos.
- Gather feedback from customer engagements and internal teams to refine content and improve the overall customer learning experience.
- Collaborate cross-functionally with Product, Support, and Customer Success to ensure client-facing resources stay current and impactful.
Requirements
- 3+ years of relevant experience in instructional design, education, customer enablement, or onboarding.
- A technical mindset. We sell accounting software to accountants, and you will be learning specialized technical products.
- Proven ability to create clear, well-structured learning materials and instructional content across multiple media: written, recorded video, live-delivered lessons, etc.
- Strong project management and communication skills, with experience organizing and delivering cross-functional initiatives on complex topics.
- Experience with modern documentation and enablement tools (e.g., Zendesk, AppCues, LMS platforms) and familiarity with other SaaS platforms used in accounting.
- Experience working at or with audit, advisory, or consulting firms.
- Familiarity with Trullion, CaseWare, or similar audit or lease automation platforms.
- Background in developing internal enablement systems or onboarding frameworks for technical users.
About us
We embrace our core values in everything that we do:
- Think BIG. We are ambitious and proactive, and we love challenging the status quo.
- We live by truth. We uphold the highest standards of accuracy and accountability.
- On Your Side. We are on this journey together, collaborating and empowering each other to succeed.
- Committed. Committed to execution. Committed to delivery. Committed to excellence.
We embrace our core values in everything that we do
01.
02.
03.
04.