Payroll Tax Training Specialist

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October 21

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OneSource Virtual

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B2B • SaaS • Finance

OneSource Virtual is a leading provider of business process as a service (BPaaS) solutions tailored for Workday customers. They specialize in automating administrative tasks related to payroll, benefits administration, and finance & accounting services. With a strong focus on accuracy and proactive support, OneSource Virtual helps organizations maximize their Workday investment, enabling them to reclaim internal resources and streamline processes through expert services and innovative technology.

501 - 1000 employees

Founded 2008

🤝 B2B

☁️ SaaS

💸 Finance

💰 Series B on 2015-06

📋 Description

• Design and develop comprehensive training materials including user guides, training manuals, interactive tutorials, video content, and assessment tools for the tax compliance platform. • Create multi-modal learning experiences incorporating visual, auditory, and hands-on learning approaches to accommodate diverse learning styles and preferences. • Deliver engaging training sessions to customers through various formats including webinars, in-person workshops, virtual classroom sessions, and one-on-one training consultations. • Collaborate with Tax Compliance Analysts to ensure training content accurately reflects current regulations, platform functionality, and compliance best practices. • Utilize AI tools and platforms to enhance training material development, create personalized learning paths, and automate content updates based on regulatory changes. • Assess learning effectiveness through evaluation methods, feedback collection, and performance metrics to continuously improve training programs and materials. • Maintain current knowledge of tax compliance regulations, platform updates, and industry best practices to ensure training content remains accurate and relevant. • Develop specialized training modules for different customer segments, including new implementations, advanced users, and specific industry verticals. • Create and maintain a comprehensive training curriculum that progresses from basic platform orientation to advanced compliance management techniques. • Partner with Customer Success teams to identify training needs, address customer challenges, and ensure training programs support customer satisfaction and platform adoption. • Manage training schedules, coordinate customer participation, and track completion rates and certification achievements. • Develop certification programs and competency assessments to validate customer proficiency and create clear achievement pathways. • Create troubleshooting guides and FAQ resources to support customer self-service and reduce support ticket volume. • Analyze training metrics and customer feedback to identify improvement opportunities and optimize training delivery methods and content effectiveness. • Support product development teams by providing customer training perspectives on new features, user experience improvements, and platform enhancements.

🎯 Requirements

• Bachelor's degree in Education, Instructional Design, Communications, Business, or related field. • 5+ years of experience in training development and delivery , preferably in software, technology, or financial services environments. • 3+ years of instructional design experience with demonstrated ability to create engaging, effective training materials and curricula. • Experience with adult learning principles, training evaluation methodologies, and competency-based education approaches. • Proficiency with Microsoft Office Suite, especially PowerPoint, Word, and Excel for content development and data analysis. • Experience with AI tools for content creation including Large Language Models (ChatGPT, Claude, Gemini) and AI-powered training platforms. • Strong presentation skills with experience delivering training to professional audiences through various modalities including virtual and in-person formats. • Expertise of payroll processes and tax compliance concepts sufficient to develop accurate training content.

🏖️ Benefits

• values-based culture • upward mobility • professional development opportunities