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    CRM Software Upgrade Training Leader - London, United Kingdom - JAB Recruitment

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    Utilities / Energy
    Description
    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:

    • Training needs analysis – Assessing persona specific training requirements based on change impacts of the new platform and audience training needs.
    • Training strategy and plan – Designing the overall training approach and execution plan, including curriculum design, training schedule and resource allocation.
    • 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.
    • 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.


    • 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...
    • 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).
    • 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 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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