About The Position
Trullion is transforming the accounting world with an AI-powered platform built for accountants and auditors. Our technology automates complex financial workflows, boosts efficiency, reduces costly errors, and fosters real collaboration. Founded in 2019, Trullion is on a mission to make accounting and audit technology people truly love, driving a more efficient, transparent, and human-oriented industry. From rapid onboarding to a seamless managed service model, we deliver a customer-first experience at every step.
Headquartered in New York, with offices in Tel Aviv and London, we are backed by top investors, including Aleph, Third Point Ventures, Greycroft, StepStone Group, as well as leading global CFOs and accounting firms.
As our company continues to grow, an exciting opportunity awaits for a dynamic individual to join our Customer Experience team as Customer Learning Associate. We’re seeking someone passionate about helping customers succeed through clear, engaging, and scalable learning experiences. In this role, you’ll be responsible for creating and maintaining the materials that allow our customers to fully understand how Trullion’s tools can work for them. You’ll play a key role in designing customer-facing enablement resources, process documentation, and knowledge-sharing content that drive adoption and long-term success.
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
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