Training Advisor – CRM

Training Advisor – CRM

ProViso Consulting

Story Behind the Need

• Business group: Business Transformation, Commercial
• Project: nCINO / Salesforce program – a credit adjudication transformational project impacting the Canadian Banking department. The contractor will be developing and delivering training content for this program.

Candidate Value Proposition:

• The successful candidate will have the opportunity to contribute to a dynamic and agile team.

Typical Day in Role:

• Support end-user on completing system-specific steps,
• Monitor, evaluate and record training activities and program effectiveness.
• Facilitate instructor-led sessions on the new platform
• Develop and organize training materials that include procedures, work instructions, business process overviews, and other visual aids
• Present information using a variety of instructional techniques and formats, such as role playing, simulations, team exercises, group discussions, videos and lectures.
• Coordinate with functional subject matter experts to develop training content.
• Assists with training assessment activities through surveys, interviews with employees, focus groups or consultation with managers.

Candidate Requirements/Must Have Skills:

• 3+ years related training facilitation and training development experience
• 2+ years of experience with CRM systems (eg. Salesforce, SAP, nCino)
• Previous experience in financial/banking industry
• Microsoft Office proficiency (PPT, Word)
• 2+ years of experience with Customer Support

Nice-To-Have Skills:

• Experience with Articulate Storyline (or similar) an asset
• Sharepoint experience
• Banking Credit knowledge

Soft Skills Required:

• Verbal and written communication skills
• Attention to detail
• Interpersonal skills.
• Ability to work independently and manage one’s time

Education:

• Post Secondary

Candidate Review & Selection

• 1-2 rounds:
o 1st round – HM + Training Advisors – 30 minutes – MS Teams video
o 2nd round – HM + Director – 30 minutes – MS Teams Video
• Hiring Manager’s availability to interview: ASAP

Best vs. Average Candidate

• The best candidate would be a quick-learner who has the CRM experience and experience working in a financial industry.

Job Details

11818

Contract

6 months

Toronto

 





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