Product Adoption Specialist

• The Training and Technology Adoption Manager is responsible for managing all training aspects within the firm, including but not limited to creating training material, executing trainings, evaluating the skills and needs of new and existing employees and facilitating technology adoption.
• This role directly supports firm technology skill development strategy in ensuring Merchant & Gould’s positioning on the cutting edge of innovation.
• The Training and Technology Adoption Manager will provide new-hire onboarding systems training, periodic refresher trainings, offer tips and tricks to promote underutilized tools and features and administer or support firm-wide application roll-outs.
• Position collaborates closely with IT, Human Resources, Practice Group Leaders, and other department managers.
• Manage and implement training initiatives related to workflow/process as well as computer programs, software and applications.
• Communicate and collaborate with firm leadership to ensure all strategic initiatives are being supported from a training perspective.
• Develop programming to promote skill development to enhance user expertise and improve productivity of the Firm’s employees.
• Deliver new hire orientation; oversee new hire onboarding and other developmental training programs including conducting follow-ups to quickly integrate new hires into the Firm.
• Proactively establish positive working relationships across the firm, partnering with the department chairs within the organization.
• Supports COO in working with PGLs and IT to evaluate and recommend new software.
• Schedules demos, includes appropriate stakeholders and gathers feedback on potential new and/or upgraded products.
• Collaborate with administrative and attorney practice leaders to analyze training needs.
• Support development and delivery of training and documentation of practice-specific processes and procedures.
• Create documentation for all trainings and develop/manage repository for training resources.
• Keep record of training attendance to provide to HR during performance evaluations.
• Coordinate user adoption strategy and communication for the roll-out of new software and processes to ensure that initiatives are embraced at all levels of the Firm.
• Provides open “office hours” for one-on-one user support for specialized or demanding skillsets for all desktop applications.

Training and Technology Adoption Manager

• Serve as an internal Salesforce expert who will guide end users through the Salesforce implementation
• Provide ongoing support to sales professionals to enable maximum value of Salesforce
• Partner closely with sales teams, IT and external implementation partners
• Translate business needs into scalable solutions
• Support ongoing training and change readiness
• Strive for continuous improvement by identifying enhancements that maximize the value Salesforce delivers to the organization
• Create documentation, job aids, and playbooks for non-technical sales professionals
• Deliver engaging training programs that support initial and sustained Salesforce adoption by sales teams
• Monitor Salesforce usage data to identify gaps, trends and opportunities for improvement

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Training and Technology Adoption Manager

Salesforce Sales Training, Adoption Specialist