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CRM Training Consultant


PowerObjects is seeking a CRM Training Consultant to join their award winning and growing team. The primary responsibility of this roles is to provide consulting on change management, communication and training within the context of large scale deployment of CRM. This role will also execute on development of training materials and training client trainers.

Essential Functions

Maintain an up-to-date understanding of common processes, issues, and technology related to operation of a sales, marketing, and customer service departments
Maintain expertise of the Microsoft Dynamics CRM application through ongoing consumption of blogs and online resources
Consult clients on user adoption best practices, change management, communication, and training planning
Document change management strategy, communication plans, and training plans
Learn client systems through communications with our consulting team, interviewing clients, reading documentation, and hands-on exploration
Work in tight collaboration with our consulting team to provide estimates for change management and training efforts, as well as project status, and resource plans.
Create training materials for client projects which may include
o Instructor PowerPoint decks with instructor notes
o Classroom labs
o Quick reference guides or eBooks in Word document format
o Scripts for videos and/or creation of videos
Train client trainers on the materials we have created
Assist with presales estimating for training on projects
Participate in other functions of the Education Team

Required Skills and Experience

Bachelor’s Degree
All Certifications in Microsoft Dynamics CRM (within 6 months of employment)
PROSCI Certification (Within 6 months)

Desired Skills

Technical aptitude – knowledge of Microsoft Dynamics CRM or ability to learn
Experience with large scale deployments of CRM
Experience with change management (PROSCI preferred) and group facilitation
Highly organized and prepared for each training
Natural aptitude and personality for training, including ability to speak clearly, organize thoughts while speaking, and control one’s own delivery of information
Ability to adapt presentation to the audience