Job Description

Training and Systems Specialist

Location: Coronado, CA (local candidates only)

FLSA Status: Non-Exempt (Hourly)

Job Type: Full-Time, 40 hours/week

Reports to: Director of Consulting

Mission of the Role

Enable faster, cleaner execution of consulting and client deliverables by owning and maintaining internal systems, automation tools, and training platforms. As the Training and Systems Specialist, you report directly to the Director of Consulting and are responsible for building and managing tools that keep our consulting team running efficiently. You will also support the development of internal and external training materials that reduce risk and improve clarity across the company. This position follows a structured 90-day execution plan designed to accelerate onboarding and ensure full system ownership by the end of month three.

The Outcomes You Own

• All PowerBI dashboards are fully owned, updated, and maintained without needing reminders
• Consultants receive timely, accurate system support for monthly client reporting
• Internal and client-facing training modules are drafted using approved templates and reviewed by relevant

SMEs

• Zapier automations and iAuditor forms are functioning and aligned with field use and consulting scopes
• You consistently meet internal deadlines and contribute proactive improvements to our systems
• You operate as the internal owner of training and automation across the company by Day 90 Core

Responsibilities

Platform Ownership and Automation

• Take full control of login credentials, update cadences, and content for PowerBI dashboards
• Maintain and improve Zapier automations to streamline workflows between Dropbox, EdApp, and iAuditor
• Keep iAuditor forms up-to-date and aligned with field usage and compliance needs

Training Development and Support

• Build EdApp training modules using pre-approved templates for both internal and external audiences- Collaborate with consulting and HR teams to identify gaps and format new training in a simple, mobile-friendly way
• Ensure training content reflects company policies, client expectations, and regulatory standards

Consulting Support

• Support consultants with dashboard visuals and report-ready exports
• Stay ahead of retainer reporting schedules and ensure system data is accurate
• Provide fast turnaround on digital tool updates needed to deliver scopes on time

Tools You'll Use

• PowerBI (must already be certified, PL-300)
• Zapier
• iAuditor (SafetyCulture)
• EdApp
• Google Workspace (Docs, Sheets, Slides)
• Slack
• Monday.com

Reporting & Rhythm

• Reports directly to the Director of Consulting
• Works in service of the Consulting division-no tasking may be assigned from other departments without approval from the Director
• Weekly 1:1s to review progress, align priorities, and support execution
• Participates in client-facing meetings when requested for dashboard or training-related work

Compensation

• $30-$35/hour, full-time (40 hours/week), W-2 hourly
• Non-exempt, eligible for overtime when approved

What This Role Is Not

• This is not a shared internal resource-this role reports to Consulting and supports consulting execution
• This is not a passive maintenance job-you are expected to take ownership and improve systems
• This is not a content strategist role-you will format and build training, not define policy

Who You Are

• You are certified in Microsoft Power BI Data Analyst Associate (PL-300) and ready to take over existing dashboards
• You are technically sharp, eager to learn, and want to make an impact fast
• You take ownership of your tools and timelines and follow through without reminders
• You enjoy solving operational problems through technology and automation
• You're not afraid to ask questions, roll up your sleeves, and get into the details
• You have a Bachelor’s degree
• You live locally in the San Diego, CA area

Continuous Learning & Growth

• You seek out ways to improve how systems and training are delivered
• You stay current on PowerBI capabilities and workflow automation best practices
• You welcome feedback and apply it quickly
• You grow with the business and become the go-to resource for internal systems and training delivery

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