CRM Adoption Specialist

7 days ago


New York, New York, United States Highbridge Consulting LLC Full time
Job Title: CRM Adoption Specialist - Hybrid Role

About Highbridge Consulting LLC

Highbridge Consulting LLC is a leading consulting firm that specializes in providing expert services to clients across various industries. Our team of professionals has extensive experience in driving digital transformation initiatives, and we are seeking a skilled CRM Adoption Specialist to join our team.

Salary: $120,000 - $150,000 per annum (dependent on experience)

Job Description

We are looking for a highly motivated and experienced CRM Adoption Specialist to work with our IT Team in driving user adoption of our CRM platform. This hybrid role will be based in our NYC office, and the successful candidate will be required to commute to the office 3 days a week.

Key Responsibilities:

  • Work with the IT Team to develop and implement training programs for users of the CRM platform
  • Provide coaching and mentoring to senior and junior bankers and administrative assistants
  • Record and synthesize feedback from users to inform product development and improvement
  • Create learning content, including quick reference guides, videos, and release communications

Requirements:

  • At least 3 years' experience in large-scale digital transformation initiatives in financial services or a similar industry
  • Critical skills: Strong communication and interpersonal skills, with the ability to influence others and navigate through hurdles and resistance to change
  • Important requirements:
    • Professional-level technical writing skills
    • Experience with Salesforce CRM (or a similar product)
    • Experience with learning content creation tools (Camtasia, Captivate, Articulate, SnagIt) a plus
    • Strong Microsoft Office skills
  • Must be able to commute to the NYC office and work onsite 3 days a week
  • Possibility of some travel required


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