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Since 1985, McLeod Software has provided powerful transportation management and trucking software solutions to the trucking industry. These solutions, developed entirely by our company, are comprehensive, and they support integration with a broad array of complementary logistics products.

Purpose of the Role

The purpose of this role is to support the effectiveness and continuous improvement of Core Training Services by coordinating team resources, mentoring trainers, and contributing to both customer-facing and internal initiatives. This position ensures high-quality training delivery through collaboration, certification oversight, and hands-on support, while also assisting with operational processes such as scheduling, queue management, and onsite preparation. By identifying improvement opportunities and actively engaging with team members and customers, this role helps drive consistency, efficiency, and excellence in training services.

Responsible For

• Resource and Process Coordination
• Cross-Functional Collaboration
• Customer Training and Support

Essentials for the Role

• Ability to learn internal software and systems.
• Strong oral and written communication skills.
• Ability to communicate complex concepts to a broad range of customer end-users.
• Ability to manage several competing projects and priorities efficiently.
• Ability to communicate clearly and effectively.
• Ability to work within a team.
• Ability to mentor a large number of team members.

Key Accountabilities

• Provide onsite training and support to clients going through a Project Process.
• Assist clients during their Go Live week.
• Train on system configuration and provide post training support.
• Schedule remote support assistance with clients for critical milestones.
• Recommend best practice workflows to customers in order to help them best utilize the system.
• Conduct remote training sessions with clients on an as needed basis.
• Aide in the training of new Implementation team members.
• Shadow and provide feedback on performance of Implementation team members.
• Have a leadership mentality and provide constructive feedback on people, processes, and projects.
• Work to continue to improve upon the experience McLeod offers our team members and our customers.
• Provide consultative analysis of current business practices.
• Educate yourself on the customer and their needs, wants, and requests before all onsite visits.
• Become a subject matter expert in at least one of the core functions of McLeod software.
• Complete detailed reports after all onsite visits to document the trip details and outcomes.
• Be available for Performance Accelerator and Additional Training trips as necessary.
• During the initial staging of new accounts, review & certify the base software to ensure a smooth customer experience.
• Review the customer’s contract and verify any additional modules purchased.
• Prepare Training Agendas for customers.
• Communicate with the customer prior to onsite training so that they fully understand the intent of the training.
• Record time expenditures accurately for billing to the customer.
• Keep abreast of new product development at McLeod and trends in the trucking industry.
• Attend training classes and seminars to continually improve training skills.
• Continually review McLeod documentation and make suggestions for improvements or notify manager of required corrections.
• Prepare training materials/handouts when needed.
• Ability to travel minimum 50%. Occasional weekend travel may be required.

Education / Experience

• Highschool degree or equivalent and 7+ years of training or education experience; or Bachelor’s with 3+ years of training or educations experience, required.
• Minimum of 2 years of McLeod Software training experience, required.
• Working knowledge of the trucking and transportation industry, preferred. 2 years of project focused coordination, preferred.

Computer Skills

• To perform this job successfully, an individual should have intermediate knowledge of Microsoft Office Suite. 2+ years of experience with McLeod’s suite of products, required. (i.e., LoadMaster, PowerBroker, and/or DocumentPower.).

Supervisory Responsibilities

This job has no supervisory responsibilities.

Disclaimer

This job description outlines the primary duties of the position but is not intended to be all-inclusive. Employees may be asked to perform other duties as required to support organizational goals. McLeod reserves the right to update or change this description as needed.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must frequently lift and/or move up to 5 pounds and occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

While performing the duties of this job, the employee is frequently required to stand; walk; sit; and talk or hear. The employee is occasionally required to reach with hands and arms.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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