CRM Trainer at MacAllister Machinery

Position Summary

Lead the comprehensive Microsoft Dynamics 365 training strategy for a multi-divisional organization, focusing on enhancing employee proficiency at all levels. Develop tailored coaching playbooks and training materials, including in-person sessions and webinars. Continuously refine training programs through feedback loops and assessments to optimize CRM utilization. Collaborate with stakeholders to identify training needs, integrate CRM updates, and ensure effective implementation across new hire orientation and ongoing initiatives.    

Position Duties/Responsibilities

• Own and execute all Microsoft Dynamics 365 training initiatives across the organization, catering to employees at all levels.
• Develop and regularly update coaching playbooks for all people leaders within the organization, specifically tailored to maximize the effectiveness of Microsoft Dynamics 365.
• Establish a comprehensive training feedback loop that seamlessly integrates within divisional functions, allowing for continuous improvement and refinement of training programs.
• Design and implement a Microsoft Dynamics 365 program as part of the new hire orientation process, ensuring seamless integration of CRM tools into new employees' skillsets.
• Develop Microsoft Dynamics 365 training materials in various formats, including in-person sessions, webinars, training documents, small group sessions, and one-on-one coaching sessions.
• Maintain a centralized repository for learning and training resources related to Microsoft Dynamics 365 Sales, ensuring accessibility and organization of all training materials.

Additional Responsibilities:

• Conduct regular training sessions and workshops to enhance employees' understanding and utilization of Microsoft Dynamics 365 Sales and Customer Insights.
• Collaborate with stakeholders to identify training needs and develop targeted training programs to address them.
• Evaluate the effectiveness of training programs through assessments, feedback mechanisms, and performance metrics, and adjust strategies accordingly.
• Partner with the CRM owner on the rollout of updates and advancements in Microsoft Dynamics 365 Sales and Customer Insights and incorporate relevant information into training materials and programs.
• Provide ongoing support and guidance to employees on the effective use of Microsoft Dynamics 365 tools and features.

Supervisory Responsibilities:

• No formal supervisory responsibilities

Position Requirements

Required:

• Bachelor’s degree in marketing, business, or related field.
• Minimum of 5 years hands-on experience working with Microsoft Dynamics 365 Sales and Customer Insights in a professional capacity.

Preferred:

• Microsoft Dynamics 365 Sales and/or Customer Insights certification.

Knowledge, Skills, And Abilities

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

• In-depth knowledge and expertise in Microsoft Dynamics 365 Sales and Customer Insights.
• Previous experience in developing and delivering Microsoft Dynamics 365 training programs within a multi-divisional organization.
• Demonstrated ability to create high-quality training materials, including documents, presentations, and interactive modules.
• Strong communication and interpersonal skills, with the ability to effectively convey complex information to diverse audiences.
• Proven organizational skills and attention to detail, particularly in managing training resources and documentation.
• Flexibility and adaptability to travel frequently between locations and accommodate varying training needs across different divisions.
• Ability to travel throughout Indiana and Michigan on a regular basis, up to 75%.

Other Requirements of Position

• Works under limited supervision. Independently determines the approach to take and the methods to use.  Interprets policy in terms of objectives.  Informs manager of unusual situations with far-reaching implications
• Major responsibilities typically require creativity and latitude. Employee typically operates with specific objectives but often few written or unwritten procedures as guidelines
• Frequently communicates with management, coworkers, and vendors
• Maintains equipment and supplies to avoid waste, damage to areas and equipment, and to prevent accidents

Please include a portfolio of training documents you have created along with your application.

The duties and responsibilities described here are not a comprehensive list, and the scope of the job may change as necessitated by business demands.

All MacAllister Machinery companies are an Equal Employment Opportunity Employer, including Disabled and Veteran applicants.