CRM Software Upgrade Training Leader

2 weeks ago

Bristol, United Kingdom JAB Recruitment Full time

Remote Working

8 Month Contract

£650 per day pay rate


Project Description:

A platform upgrade to revamp corporate CRM software; 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


Project Deliverables:

1. Training needs analysis – Assessing persona specific training requirements based on change impacts of the new platform and audience training needs.

2. Training strategy and plan – Designing the overall training approach and execution plan, including curriculum design, training schedule and resource allocation.

3. 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 our clients learning development program.

4. Training content production

a. Curating multi-channel content based on training needs analysis including recorded videos, quick reference guides, detailed ‘step-by-step' guides and updated Help Articles

b. Set up training courses and curriculum and align associated sales competencies, allocating courses/curriculum based on persona, and reporting training content adoption.

5. 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...

6. 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).

7. 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


Personal Development Opportunities

• First-hand knowledge of CRM platform with new productivity tools and A.I driven customer + deal insights; key enablers of enterprise sales and commercial pipeline.

• Expand network within Sales + Commercial and governance (Risk, Finance, Legal + HSE) functions, across Enterprise Customer Solutions (HQ) and the Segments, with exposure to senior leadership (‘influencers’)

• Leverage rich knowledge and experience in Change Management to drive platform and process adoption, critical to business continuity during 2024 year-end period, and commercial success beyond

• Coaching and development of 100-150 Change Agents and team peers on Change Management and training delivery practice

• Key role in one of the biggest projects within ECS and the Segments with senior leadership on the Project Steering Committee


Touchpoints/Milestones (deadlines)

• Daily Change Management team meetings (planning + coordination)

• Change Network Live demos – April to July

• Training Plan – June

• Training content creation – July

• Change Agent training – September

• Project launch - October

• Project closure – December

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