CRM Adoption Specialist

Responsibilities:

User Onboarding & Training

• Develop and deliver training programs to educate users on CRM features, workflows, and best practices.
• Create user guides, documentation, and training materials to facilitate learning.
• Provide one-on-one or group training sessions to ensure all users are comfortable with the system.

Change Management

• Assist in the transition to the new CRM by addressing user concerns and easing resistance.
• Monitor adoption rates and gather feedback to identify challenges faced by users during the transition.

Ongoing Support & Troubleshooting

• Offer ongoing support post-implementation to help users overcome hurdles in using the CRM effectively.
• Serve as the point of contact for troubleshooting issues related to the CRM.
• Liaise with the technical team to resolve any bugs or customization requests.

Monitoring & Reporting

• Track user engagement and adoption metrics to assess how effectively the CRM is being utilized.
• Analyze usage data to identify areas where further training may be needed.
• Provide regular reports to management on the progress of CRM adoption and areas for improvement.

Process Optimization

• Provide feedback to the CRM development team on how the system can be improved to better serve users needs.
• Keep users informed of system updates, new features, and how to best leverage them.

Requirements:

• An MBA Professional is preferred
• Proficiency in handling and working with large and critical data sets.
• Strong communication and coordination skills.
• Technically sound with a logical and analytical mindset.
• Knowledge of CRM systems and their functionality would be preferred.