CRM Upgrade Training Leader

1 month ago


Aberdeen, United Kingdom Cammach Bryant Full time

Our client is looking for a CRM Upgrade Training Leader for a contract position, working remotely.


ROLE

A platform upgrade to revamp corporate CRM; Deal Machine, with a new Lightning engine:

  • Transferring system processes and automations from SKUID to SFDC layer for optimized data processing and faster page load.
  • Establishing data connectivity to tap into a broader suite of commercial effectiveness tools.
  • Designing a new UI (including mobile access) for a more contemporary and efficient platform

RESPONSIBILITIES

  • Training needs analysis Assessing persona specific training requirements based on change impacts of the new platform and audience training needs.
  • Training strategy and plan Designing the overall training approach and execution plan, including curriculum design, training schedule and resource allocation.
  • Collaboration with Business segments training leaders set an operating rhythm with Business segments training leaders to review the training strategy, plan, and content structure + assignment in Learning.
  • Training content production
  • Curating multi-channel content based on training needs analysis including recorded videos, quick reference guides, detailed step-by-step' guides and updated Help Articles
  • Set up training courses and curriculum in the learning platform and align associated sales competencies, allocating courses/curriculum based on persona, and reporting training content adoption.
  • Training preparation Logistical preparation for training delivery including training agendas, training data creation in training instance of SFDC, training instance access provisioning, in-class interactive exercise design, briefing of supporting resources (Change Management team members) etc
  • Training delivery remote training delivery to 150 change agents across ECS (HQ) and OFSE/IET, adopting train-the-trainer' approach, leveraging training curriculum content. (This will include coaching of change agents to deliver best practice training delivery to an audience of 7000+ Deal Machine users of all levels of seniority).
  • Post-launch hyper care Form part of the post-launch hyper-care team to provide 1st line of user support; fielding queries, validating + raising defects to the development team and providing update on resolution users. Running refresher training / drop-in sessions


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