Training and Documentation Specialist

2 weeks ago


New York, United States The Rockridge Group Full time
Job DescriptionJob DescriptionJob Title: Training & Documentation SpecialistLocation: 330 Madison Avenue, NYDuration: 3-6 Months CTHJob Summary:Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team.Your role: In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training Qualifications
  • Bachelor’s degree
  • Prior teaching or mentoring experienced required or a degree in the educational field
  • Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users
  • Self-starter with the foresight to identify and execute next steps to see projects through to completion
  • Ability to adapt to changing demands and business requirements
  • Familiarity with Dealcloud a plus but not required. Extensive training will be provided
  • Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus
  • Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus
  • Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus


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