Dynamics 365 Lead Trainer

Position: Lead Trainer – Process Improvement and Business Transformation
Division: Organizational Change Management (OCM)
Reports To: OCM Director
Location: Remote with 50% travel across the US
Employment Type:Full-Time

Role Overview:
My client seeks an accomplished Trainer with extensive expertise in Microsoft Dynamics 365, specifically the FCSM financial modules (Accounts Payable, Accounts Receivable, General Ledger) and other modules such as Sales Hub CRM, Customer Insights Marketing, Customer Service, and Field Service. This role will support various business transformation projects and process enhancements. The Trainer will be responsible for designing, developing, and delivering training programs that ensure successful system implementation and adoption. The position requires a dynamic individual who is passionate about teaching and knowledgeable in business process transformations and best practices. Maintaining data accuracy and integrity during training and implementation is a critical responsibility. This is a remote role involving 50% travel across the US.

Training Development and Implementation:

• Design and create comprehensive training materials, including presentations, manuals, and e-learning modules tailored to diverse user roles.
• Conduct engaging and interactive training sessions, both in-person and virtually, to ensure effective knowledge transfer.
• Customize training programs to meet specific business needs and user requirements, focusing on FCSM financial modules (AP, AR, GL) and other modules like Sales Hub CRM, Customer Insights Marketing, Customer Service, and Field Service, as well as other transformation projects and process improvements.
• Highlight the significance of accurate data inputs and maintaining data integrity during training sessions.

Support and Collaboration:

• Collaborate closely with the OCM Director to align training strategies with overall change management initiatives.
• Work with project managers, business analysts, and technical teams to ensure training content is accurate and current.
• Provide continuous post-training support to users, addressing questions and troubleshooting issues related to Dynamics 365 and other transformation and process improvement projects.
• Monitor and assist with data input processes to ensure accuracy and consistency.

Evaluation and Continuous Improvement:

• Evaluate training effectiveness through feedback surveys, assessments, and performance metrics.
• Continuously enhance training programs based on participant feedback and evolving business needs.
• Stay informed about the latest Microsoft Dynamics 365 features, updates, and best practices, as well as industry trends in transformation projects and process improvements to keep training content relevant and up-to-date.

Documentation and Reporting:

• Maintain detailed records of training activities, including attendance, assessment results, and feedback.
• Prepare regular reports on training progress, effectiveness, and areas for improvement for the OCM Director and other stakeholders.
• Document best practices for accurate data inputs and maintaining data integrity.

Qualifications and Experience:
Required:

• Bachelor’s degree in Business, Information Technology, Education, or a related field.
• Extensive experience with Microsoft Dynamics 365, including FCSM financial modules (AP, AR, GL) and modules for Sales Hub CRM, Customer Insights Marketing, Customer Service, and Field Service.
• Proven experience in developing and delivering training programs for software applications and business process changes.
• Strong understanding of change management principles and methodologies.
• Excellent communication and presentation skills, with the ability to explain complex concepts clearly and concisely.
• Proficient in creating training materials using various tools and software (e.g., Microsoft Office Suite, e-learning platforms).
• Strong attention to detail and commitment to ensuring data accuracy and integrity.
• Ability to work independently and as part of a team, managing multiple priorities and deadlines.

Preferred:

• Certification in Microsoft Dynamics 365.
• Experience in the facility services or a similar industry.
• Familiarity with e-learning authoring tools and Learning Management Systems (LMS).
• Experience with other business transformation projects and process improvement initiatives.

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