Product Adoption Specialist

• Deliver S&P’s InTegrity framework
• Run programs that drive adoption of new technologies
• Collaborate with stakeholders to properly align technology with desired business outcomes
• Support the adoption of new/modified EHR and related systems
• Capture organizational change management items, ensuring mitigation of change impacts
• Leverage the stop-start-continue methodology to enhance adoption of new roles and workflows resulting from the Oracle Health Millennium implementation
• Play a supportive role in program events and deliverables
• Leverage solution expertise to engage and advise Oracle Health and our client(s) to ensure a successful implementation
• Manage and complete the development of testing scenarios that correlate with client approved workflows and design

Clinical Adoption Specialist III – Microbiology Consultant

• Work with GDO, R&D and cross-functional stakeholders to collect develop and deploy effective support materials for systems in DSDS ownership
• Work with the Business System Owner (BSO) for the system portfolio to identify and understand the system capabilities to create easy to understand user facing materials
• Support clinical systems BSO and change management functions by contributing to process development, training, and change management.
• Develop user facing materials for the system(s) in alignment with GDO/R&D business and strategic priorities
• Support the Business System Owner in the development of the overall clinical system user adoption from material development, change management, and communications
• Partner with the Product Manager(s) for the clinical systems to ensure understanding of forthcoming system capabilities
• Collaborate with system owners and stakeholders to resolve issues promptly and accurately.
• Actively represent the end user’s experience to the BSO to inform any system challenges preventing successful adoption
• Responsible to supporting the education and awareness of available support resources for the end users

Business System Adoption Specialist

• The AI Enablement & Adoption Manager helps clients understand, adopt, and realize value from AI.

AI Enablement – 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

Salesforce Sales Training, Adoption Specialist

• Serve as the primary digital adoption support resource for Seismic, focusing on day-to-day platform usage, user support, and execution of adoption activities
• Partner with platform owner to execute updates, enhancements, and user support activities
• Train and onboard Seismic Premium Users on platform best practices, content standards, and expectations
• Execute regular content audits to ensure alignment with governance standards, including content quality, tagging, and naming conventions
• Monitor adoption and engagement metrics to identify gaps and support targeted training or content clean-up efforts
• Work closely with platform owner to align adoption best practices with broader tool adoption goals
• Leverage Agile methodology and tools (e.g., Jira) to organize and track work, including audit activities, documentation updates, and user support requests

Digital Adoption Specialist

• Assess customer health and renewal risk using digital tools, reports and usage insights
• Support customers during onboarding, product changes, and new feature adoption with accurate and up-to-date product knowledge
• Provide customers with guidance that aligns with their workflows and intended use cases to help them achieve measurable outcomes
• Support customers in getting the most value from their Autodesk solutions and recognize when their needs may require additional capabilities
• Recognize friction points or gaps in usage and recommend appropriate next steps
• Share customer trends and insights that help strengthen and scale adoption programs across the region
• Document customer engagement, actions, and opportunities thoroughly in Salesforce
• Work with internal teams to deliver cohesive guidance and ensure aligned execution on customer objectives
• Support escalations by providing contextual insights and coordinating effective follow-up actions

Adoption Specialist

• Act as an on-demand AI coach, supporting employees and teams through 1:1 and small-group sessions to help them apply AI to real workflows.
• Partner closely with stakeholders to translate business needs into practical AI-enabled use cases.
• Troubleshoot AI and AI-enabled workflow issues, providing timely, hands-on support to ensure seamless user experiences.
• Guide users in responsible AI usage, validation, and governance-aligned practices across commercial and internal AI tools.
• Coach users on advanced capabilities within tools like Microsoft Copilot, including applying pre-built agents (e.g., Researcher, Analyst) and enabling simple workflow automations or lightweight agent use cases.
• Travel to DPR offices and project sites (~25%) to deliver in-person coaching, workshops, and working sessions.
• Support end-to-end AI enablement programs, from foundational AI literacy to advanced, role-specific applications.
• Create educational materials and resources that help employees understand AI concepts and explore practical applications, including structured curricula and learning paths, hands-on workshops and labs, prompt libraries and example use cases tailored to business needs, job aids, playbooks, and self-service resources.
• Deliver live training sessions (in-person and virtual), office hours, and ongoing learning forums.
• Track adoption metrics, engagement, and usage data to assess effectiveness and guide continuous improvement of training and coaching programs.
• Gather feedback from users and stakeholders to iteratively refine content, tooling guidance, and enablement strategies.

AI Adoption Specialist

• Drive Industries Adoption Leadership influencing C-suite and product roadmap decisions
• Scale Industries adoption strategy utilizing data-backed recommendations
• Create frameworks allowing customers to measure industry-specific outcomes
• Equip field teams with data-backed playbooks for adoption conversations
• Represent the Customer Success in cross-functional leadership forums

Product Adoption Director, Industries

• Develop and Deliver Training Sessions: Design and conduct engaging training sessions for restaurant operators, covering essential POS functionality and configurations, reporting, and the utilization of SpotOn's software suite. Utilize a variety of instructional techniques and multimedia resources to create dynamic and interactive learning experiences.
• Build Training Resources: Create comprehensive training materials, including user guides, tutorials, video demonstrations, and interactive modules, to support ongoing learning and development. Ensure that training resources are accessible and user-friendly, catering to different learning styles and skill levels.
• Provide Remote Training: Conduct remote training sessions via Zoom. Effectively leverage technology to deliver engaging and interactive training experiences, fostering active participation and knowledge retention.
• Facilitate Q&A Sessions: Host interactive Q&A sessions during training sessions to address client questions and concerns in real-time. Demonstrate excellent communication and problem-solving skills to provide clear and concise explanations and solutions, ensuring that participants feel supported and empowered.
• Encourage Active Participation: Foster a collaborative learning environment by encouraging active participation and discussion among training participants. Facilitate group activities, case studies, and role-playing exercises to reinforce learning objectives and promote peer-to-peer knowledge sharing.
• Take Detailed Notes: Maintain thorough and accurate documentation of training sessions, including participant feedback, questions, and discussion points. Compile detailed training reports and summaries to track progress, identify areas for improvement, and inform future training initiatives.
• Continuously Improve Training Materials: Regularly review and update training materials and resources to reflect software updates, industry trends, and best practices. Solicit feedback from clients and internal stakeholders to identify areas for enhancement and refinement, ensuring that training content remains relevant and impactful.

Client Training and Adoption Specialist

• Deliver S&P’s InTegrity framework
• Run programs that drive adoption of new technologies
• Collaborate with stakeholders to properly align technology with desired business outcomes
• Support the adoption of new/modified EHR and related systems?
• Capture organizational change management items, ensuring mitigation of change impacts
• Leverage the stop-start-continue methodology to enhance adoption of new roles and workflows resulting from the Oracle Health Millennium implementation
• Play a supportive role in program events and deliverables
• Leverage solution expertise to engage and advise Oracle Health and our client(s) to ensure a successful implementation
• Manage and complete the development of testing scenarios that correlate with client approved workflows and design

Clinical Adoption Specialist III – Women's Health

• Lead time-boxed, structured deployment engagements focusing on Data Protection from kickoff through handoff.
• Conduct on-site workshops with customer IT, security, and data governance teams to define policy requirements.
• Work with our CSM and Deployment specialists who will configure Island Enterprise Platform environments, specifically focusing on DLP (Data Loss Prevention), web filtering, AI protection, data lineage/visibility, and endpoint policy management.
• Identify and remove technical and organizational governance blockers in real-time.
• Deliver a complete, documented handoff that leaves customers ready to manage their data security independently.
• Design, refine, and document the Island Deployment Framework as it relates to data governance.
• Develop specialized workshop guides and customer-facing materials for Data Protection configurations.
• Build a library of reusable deployment artifacts, such as DLP configuration playbooks and best-practice documentation.
• Capture lessons learned from each engagement to improve the overall data governance methodology.
• Develop and refine standardized engagement frameworks, templates, and methodologies for Catalyst Data Protection programs.
• Build reusable governance artifacts—customer guides, assessment frameworks, and configuration templates—for internal and external use.
• Partner with Product, Customer Success, and Engineering to ensure customer feedback drives continuous improvement across policies and platform capabilities.
• Collaborate closely with Customer Success Managers, Solution Architects, and Security Engineers to ensure a seamless customer experience.
• Communicate adoption metrics, milestones, and blockers to executive stakeholders at both Island and customer organizations.
• Contribute to the evolution of Island’s Data Protection & Governance Center of Excellence.

Adoption Specialist – Data Protection, Governance

• Own adoption across a growing suite of analytical platforms
• Act as the bridge between a specialist Financial R&D team and 400+ advisory clients
• Ensure that powerful tools translate into measurable value for the institutions using them
• Able to own an adoption metric end-to-end, including tracking active users, identifying lapsed accounts, and building structured rollout campaigns
• Capable of personally running demos, walkthroughs, and onboarding sessions using client data
• Experienced in creating training content, including quick-start guides and short video walkthroughs, to enable self-service onboarding at scale
• Confident in translating between technical R&D teams and non-technical client stakeholders
• Able to monitor platform usage data and identify where engagement drops off
• Skilled at capturing competitive intelligence and client feedback in a form that informs product roadmap decisions
• Bias toward action: When clients are not engaging, the instinct is to pick up the phone and deal directly

Platform Adoption Manager

• Own and drive the post-sale onboarding process for new EvenUp customers, ensuring they achieve rapid adoption and sustained value from our platform.
• Lead strategic onboarding sessions, coordinate with cross-functional teams, and work directly with key decision-makers and end-users.
• Maximize trial utilization and enhance customer retention and satisfaction through proactive onboarding management.
• Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively.
• Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed.
• Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones.

AI Adoption Manager, SMB

• Develop and execute OCM strategies and plans for technology initiatives and digital transformation programs
• Conduct stakeholder impact assessments and readiness evaluations
• Identify change risks and define mitigation strategies to support successful adoption
• Create and deliver clear, compelling communication plans tailored to diverse audiences (attorneys, business professionals, leadership)
• Develop messaging that articulates the “why,” benefits, and impact of change initiatives
• Design and deliver role-based training programs (live sessions, e-learning, job aids, and guides)
• Drive user adoption strategies, including champion networks, feedback loops, and reinforcement activities
• Partner with product managers, project managers, and business stakeholders to integrate OCM into delivery plans

Manager, Organizational Change Management – User Adoption

• Support the execution of OCM plans for technology initiatives and digital transformation programs
• Conduct stakeholder impact analyses and readiness assessments under guidance from senior OCM or program leaders
• Identify adoption challenges and escalate risks, issues, or dependencies as appropriate
• Develop and distribute clear, audience-appropriate communications supporting change initiatives
• Translate complex concepts into practical messages that explain the purpose, benefits, and user impact of changes
• Maintain and update communication artifacts across defined channels such as email, intranet content, and FAQs
• Develop role-based training materials including job aids, guides, quick-reference materials, and e-learning content
• Coordinate training logistics, scheduling, and feedback collection for live and virtual sessions
• Partner with subject matter experts to ensure training content is accurate, relevant, and user-focused
• Support user adoption activities such as pilot groups, champion networks, and feedback loops
• Track adoption metrics and summarize insights related to usage, engagement, and learning effectiveness
• Assist with post-launch support and reinforcement activities to improve sustained adoption
• Work closely with product managers, project managers, and business stakeholders to align change activities with delivery timelines
• Collaborate with Knowledge Management, HR, and Communications teams on shared enablement efforts
• Collect and analyze data related to training participation, adoption, and user feedback
• Prepare reports, dashboards, and summaries for program teams and leadership
• Use insights to recommend incremental improvements to change materials and approaches

Specialist, Organizational Change Management – Communications, User Adoptions

• Workflow translations and SOP maintenance
• Review Compass release notes and ClaimIQ updates prior to releases for impacts to workflows and processes
• Update SOPs with impacted changes across teams, clients, and functional units
• Maintain SOPs, job aids, quick-reference guides, and decision trees
• Maintain version control and communication of workflow changes
• Develop and maintain job aids, quick reference guides, and decision trees
• Partner with Operations leaders to deliver targeted training
• Track and report on adoption metrics, workflow compliance, and process adherence
• Conduct regular quality reviews of claims/workflows impacted by product enhancements
• Act as a liaison between Operations, Product, and Business Transformation

Process & Adoption Specialist

• Assess Salesforce's customer outcome capabilities across clouds (Sales, Agentforce, Analytics, Slack) on a 1–5 maturity scale and produce cloud-specific improvement roadmaps
• Analyze the relationship between feature adoption and business outcomes (e.g., close rates, conversions, call deflection) and build executive-ready decks that make adoption a pull-based motion
• Establish governance frameworks and guardrails (anonymization, permissioning) for capturing and using customer outcome data at scale
• Benchmark in-app and out-of-app adoption experiences and best-in-class CS motions across B2B SaaS — and map a clear improvement pathway for Salesforce
• Lead end-to-end delivery of CS adoption programs across multiple regions and partnering with cross-functional stakeholders
• Build and maintain funnel tracking dashboards to ensure visibility and reportability of Adoption program impact
• Develop field enablement toolkits — outreach templates, intake forms, and enablement canvases etc. to ensure partners are equipped to execute

CSG Director – Attrition Programs, Product Adoption

• Be a maturing disciple of Jesus Christ: growing in love for God, God's Word, God's people of every ethnicity and culture, and God's purposes in the world
• Pursue growth in user adoption methodology, adult learning principles, and field ministry dynamics relevant to InterVarsity’s campus staff context.
• Conduct a baseline assessment of field staff readiness, data literacy, and existing workflow habits across pilot regions before the summer pilot opens.
• Collaborate with the project team to define the specific in-app action that constitutes a staff member’s first meaningful win.
• Design differentiated onboarding pathways for Campus Staff Ministers, student leaders, and Area Directors.
• Identify and equip 2–3 Peer Champions per pilot region.
• Coordinate user adoption activities at Staff Conference 2027.
• Establish and monitor adoption leading indicators throughout each pilot window.
• Create and maintain concise, role-differentiated user resources.
• Work in tandem with the User Experience Specialist ensuring the pain points experienced in the app are improved.
• Design and administer brief mid-pilot pulse checks.
• Implement a weekly spotlight practice during pilot windows.
• Assist staff in anchoring app use to existing rhythms.
• Apply learnings from summer pilots to shape the adoption strategy for Fall New Student Outreach and January New Student Outreach.
• Partner with Area Directors and regional leadership to embed app use into NSO planning rhythms.
• Facilitate the process by which pilot participants exercise visible control over at least one data governance guardrail.
• Lead structured learning debriefs at the close of each pilot window.
• Collaborate with the steering committee to define and document what a “healthy user” looks like for InterVarsity’s context.
• Proactively identify adoption risks and escalate to the project team before they become barriers.
• Prepare clear, accessible adoption summaries for the student data steering committee and ELT.
• Document adoption strategies, onboarding materials, Peer Champion resources, and debrief frameworks.

User Adoption Specialist – Operations

• Drive the Instrumentation Strategy: Own the "Radar".
• Partner with Product Managers Product Owners and Engineering to identify core features and workflows and define what "Active Usage" looks like.
• Identify Adoption Gaps: Use behavioral segmentation to identify "power users" versus "at-risk" groups.
• Narrative Leadership: Lead the strategy to synthesize complex product data into high-level insights for the Senior Leadership Team (SLT).
• Cross-Functional Leadership: Lead and guide the right conversations to ensure product and technical teams are executing on the broader telemetry and adoption strategy.

Product Adoption & Insights Manager

• Lead comprehensive onboarding sessions for new customers, including trial kickoff calls, live demos, and tailored training sessions covering EvenUp’s suite of products.
• Facilitate the smooth handoff from Sales to Customer Success by ensuring all critical customer information is accurately collected and documented.
• Implement a structured onboarding process for your clients, ensuring that key milestones are met (e.g., trial kickoff call, product feedback meetings, account reviews, and transition calls).
• Develop and deliver high-impact onboarding and training sessions to equip customers with the skills necessary to use EvenUp’s platform effectively.
• Lead product demonstrations covering key features of EvenUp’s Claims Intelligence Platform.
• Ensure all potential users are active in the EvenUp portal and support continuous learning through follow-up sessions and best-practice sharing.
• Collaborate closely with Account Executives (AEs), Customer Success Managers (CSM), Product, Legal/Medical Operations, and Engineering teams to ensure customer requirements and feedback are promptly addressed.
• Act as the primary point of contact during the onboarding trial period, tracking key metrics (e.g., user engagement, demand submissions, software utilization) via platforms like Vitally and escalating issues when necessary.
• Mentor and support junior onboarding team members while refining onboarding strategies to achieve higher trial conversion rates.
• Engage with key decision-makers and firm champions to establish strategic success metrics and ensure alignment on implementation milestones.
• Lead high-level review sessions (e.g., account strategy sessions and transition meetings) to discuss trial performance, identify upsell or cross-sell opportunities, and gather actionable feedback.
• Advocate for continuous customer improvement by initiating meetings with customers to troubleshoot problems, optimize workflows, and set clear next steps toward long-term success.

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