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Written by Brent Williams
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Tuesday, January 26, 2010 9:15 pm |

CRM TRAINER JOB DESCRIPTION The CRM Trainer is designed to support the Vice President of Education and Vice President of Business Systems to ensure the training and development needs of the CRM software are being assessed and then met/exceeded. As a group, they will lead training development initiatives, propose strategies, and solutions to ensure that learning needs are met. This position will be instrumental in the design, development, rollout and evaluation of CRM training programs while building constructive and effective relationships at all levels.
Job Requirements:
- Strong communication (written and verbal) and presentation skills with the ability to develop instructional material that can be easily understood
- Ability to read and interpret document s such policies and procedure manuals and use monitor screen frequently
- Proficient in MS Word, MS Excel and MS PowerPoint. Experience with instructional design, WebEx , Sharepoint, Microsoft CRM or comparable applications is a plus
- An understanding of relational database concepts
- Strong leadership and project management skills
- Previous training experience with CRM software preferred
- Ability to work effectively under pressure with constantly changing priorities and deadlines
- Ability to be self-starting and self-motivated
- Ability to work in an autonomous environment as well as in a team environment
- Ability to work with other work teams and develop solid working relationships and rapport
- Ability to travel (airplane and vehicle)
- Valid drivers license and vehicle
Job Functions:
- Assist in the development and design of new t raining/technology initiatives including but not limited to; documentation, testing, training, coordination, rollout and evaluation. This includes presenting ideas that will enhance the trainee’s learning experience.
- Coordinate internal and external resources in regard to planning, developing and delivering training
- Participate in research of curricula development, planning and implementation.
- Work with subject matter experts to collect and collate information that will be designed and developed into learning modules
- Assist, organize, promote, and deliver specific training programs with individual employees or regions as needed
- Survey training participants to determine the effectiveness or each training method/program
- Update and revise current training materials to incorporate changes in policies and procedures
- Evaluate the training data information within the Learning Management System (LMS)
- Maintain content of National Training Support area of the Intranet .
- Participate as needed in various group meetings, with the ability to take a leadership role if necessary.
- Maintain current understanding of related industry and training related fields through participation in relevant conferences, seminars and relevant organization activities
- Perform various projects and assignments.
- Become an expert in all areas of the CRM application including; sales, marketing, design center, and customer service. This will require an in depth understanding of each users job as it relates to CRM.
- Become an expert in Tarragon business processes in support of CRM system.
- Work with end user community and CRM team in support of CRM vision, strategy, and process.
- With CRM team, assist in developing a change management process for the CRM application, from a business perspective, and communicate that process to the end user community.
- Schedule and conduct end user support groups in support of change management vision.
- The CRM trainer will have a close ear to the user community in regards to issues and needs for the system and w ill need to convey this to the CRM team in a manner that supports other processes in place. Will need to be able to prioritize and document requests\issues as they arise.
- Co-ordinate with various department heads to schedule training for end users.
- Liaise with IT to arrange and coordinate training setups needed to perform training.
- Create and maintain all training documents that relate to CRM system.
- Maintain repository of CRM documents library on Tarragon SharePoint Portal.
- Perform periodic routine training of IT help desk personnel to increase their basic knowledge of the system in support of end users.
- Create and distribute CRM newsletter in support of change management vision.
- Ability to travel 70% of time
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Last Updated on Wednesday, January 27, 2010 2:49 pm |