CRM Trainer

MacAllister - Indianapolis, IN

Full-time - Mid Level

Indianapolis, IN

Merchant Wholesalers, Durable Goods

About the position

Lead the comprehensive Microsoft Dynamics 365 training strategy for a multi-divisional organization, focusing on enhancing employee proficiency at all levels. Develop tailored coaching playbooks and training materials, including in-person sessions and webinars. Continuously refine training programs through feedback loops and assessments to optimize CRM utilization. Collaborate with stakeholders to identify training needs, integrate CRM updates, and ensure effective implementation across new hire orientation and ongoing initiatives.

Responsibilities

• Own and execute all Microsoft Dynamics 365 training initiatives across the organization, catering to employees at all levels.
• Develop and regularly update coaching playbooks for all people leaders within the organization, specifically tailored to maximize the effectiveness of Microsoft Dynamics 365.
• Establish a comprehensive training feedback loop that seamlessly integrates within divisional functions, allowing for continuous improvement and refinement of training programs.
• Design and implement a Microsoft Dynamics 365 program as part of the new hire orientation process, ensuring seamless integration of CRM tools into new employees' skillsets.
• Develop Microsoft Dynamics 365 training materials in various formats, including in-person sessions, webinars, training documents, small group sessions, and one-on-one coaching sessions.
• Maintain a centralized repository for learning and training resources related to Microsoft Dynamics 365 Sales, ensuring accessibility and organization of all training materials.
• Conduct regular training sessions and workshops to enhance employees' understanding and utilization of Microsoft Dynamics 365 Sales and Customer Insights.
• Collaborate with stakeholders to identify training needs and develop targeted training programs to address them.
• Evaluate the effectiveness of training programs through assessments, feedback mechanisms, and performance metrics, and adjust strategies accordingly.
• Partner with the CRM owner on the rollout of updates and advancements in Microsoft Dynamics 365 Sales and Customer Insights and incorporate relevant information into training materials and programs.
• Provide ongoing support and guidance to employees on the effective use of Microsoft Dynamics 365 tools and features.

Requirements

• Bachelor's degree in marketing, business, or related field.
• Minimum of 5 years hands-on experience working with Microsoft Dynamics 365 Sales and Customer Insights in a professional capacity.

Nice-to-haves

• Microsoft Dynamics 365 Sales and/or Customer Insights certification.