Company Name: PBS Systems
Job Location: Calgary, Alberta
Job Type: Full-time, Permanent
No. of Openings: 01
Internal Job Title: DTO Trainer - Accounting
Reports To: Team Lead, DTO Accounting
Job Requirement(s): Up to 2 weeks of travel/month within Canada and the US
“PBS is the fastest growing Dealership Software – All Inclusive Business Platform vendor in North America and we’ve only just begun!”

MUST HAVE SKILLS:

• 1-2 years’ experience in a dealership environment
• Strong understanding of accounting/bookkeeping principles
• Strong computer skills are required, including proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). The ability to quickly learn and adapt to new software tools is essential
• Able to travel within Canada and the U.S. up to 2 weeks per month; valid passport, U.S. visa (if applicable), and full driver’s license required

ADDITIONAL SKILLS:

• Excellent communication skills, including presentation and public speaking.
• PBS software experience is a strong asset
• Experience facilitating in-person and virtual training sessions
• Strong problem solving & trouble shooting skills
• Effective time management & organizational skills, multi-tasking & prioritization
• Outstanding documentation abilities
• High School Diploma

As an Accounting Software Trainer, you will deliver training and support to new and existing customers on our Dealer Management Software (DMS). You’ll lead virtual sessions via phone and online platforms as well as providing onsite training during new client software installations. Your role is key to ensuring a smooth and successful onboarding experience.
This position will be based in our Calgary, Alberta head office and will require regular travel to customer sites across Canada, the U.S., and the Caribbean. Approximately 50% of your time will be spent working from the office, while the other 50% will involve onsite visits to dealerships as part of the software installation and training team.

What You’ll Do

• Develop proficiency and stay up to date with PBS Software Expertise
• Master the process of training new customers on the accounting silo of PBS software
• Proactively learn new products to expand our PBS knowledge
• Conduct training sessions for our customers, in the assigned silo and when possible, in other silos as well
• Perform installation tasks and serve as a reliable installation resource without the need for direct supervision
• Confidently navigate and discuss the features of our Dealer Management Software to deliver exceptional support and solutions to our customers.
• Build and maintain strong customer relationships by proactively identifying client needs and ensuring expectations are consistently met or exceeded
• Accurately enter and update data into company databases and systems, ensuring completeness and correctness of information
• Maintain documentation and update it as departmental processes evolve
• Document tickets, investigate arising issues, and escalate them to the appropriate teams
• Effectively prioritize and manage tasks independently, demonstrating sound judgment without requiring direction from Team Leads.
• Promptly respond to both internal and external training requests
• Share knowledge within your own silo and with others across the DTO (Dealership Training Optimization) team
• Commitment to continued education and cross-training activities
• Ensure consistent monitoring of the client calls queue
• Create and maintain a positive work environment
• Perform other duties and responsibilities as assigned

What You Bring