Salesforce Systems Trainer
Posted 1 week ago by Rathbones
Negotiable
Undetermined
Hybrid
London, England, United Kingdom
Summary: The Salesforce Systems Trainer role involves delivering training on Salesforce to both front office and back-office users within a hybrid working environment. The position requires collaboration with change management teams and business stakeholders to create and maintain engaging training materials. The trainer will also provide ongoing support and evaluation of training effectiveness. This is a 7-month fixed-term contract based in London.
Key Responsibilities:
- Apply creativity to improve learning content design for engaging training delivery.
- Deliver effective training sessions accommodating various learning styles.
- Amend and revise training materials as needed.
- Work with Champions and team members for consistent delivery of key messages.
- Provide floorwalking and additional training support post live implementation.
- Conduct evaluation and reporting of training progress and confidence levels.
Key Skills:
- Deep experience in building and training Salesforce in a complex environment.
- Experience in Wealth Management firms.
- Experience in defining training approaches and delivering training materials.
- Financial services knowledge and understanding of core processes.
- Experience in large change transformational projects.
- A level (or equivalent) qualification with a good standard of English & Maths.
- TAP (or similar) qualified is desirable.
- Experience in training design, delivery, evaluating, and reporting.
- Able to use Microsoft 365 suite including co-pilot & In App guidance.
- Ideally conversant with Articulate Storyline and Camtasia.
- Flexible for travel to local offices post go live.
- Adaptable to a hybrid working environment.
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Job description:
Role Title: Salesforce Systems Trainer
Division: Talent, Performance & Learning
Location: London
Contract: 7 months fixed term contract
Hiring Manager: Clarissa Walton
Working pattern: Hybrid
About the Role
To support the delivery of Salesforce training to front office and back-office end users. This role involves working closely with the change management team and key business stakeholders to support the creation, design and delivery of systems training to end-users, ensuring they are engaging, effective, well maintained and always up to date with Rathbones’ processes & procedures.
What you’ll be responsible for
- Applying creativity to build and continually improve the learning content design, enabling core messages to be delivered in an engaging and interactive way, taking into account the hybrid working model that is in place during the training delivery
- Deliver effective training sessions accommodating various learning styles, and behaviours
- Apply flexibility and clarity when presenting challenging topics
- Amend and revise training materials as needed
- Work with Champions and other team members to ensure consistent and cohesive delivery of key messages
- Provide floorwalking and additional training support, for example drop-in clinics post live implementation, for a flexible blend of face to face and remote support
- Conduct evaluation and reporting of training progress and confidence levels to carry out daily activities on Salesforce.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
- Deep experience in building and training Salesforce in a complex environment
- Experience of working in Wealth Management firms
- Experience in defining training approaches, and delivery of training materials both face to face and in a virtual environment
- Financial services knowledge, understanding of the core processes that the firm are involved in
- Experience in working with large change transformational projects
- A level (or equivalent) qualification – with a good standard of English & Maths
- TAP (or similar) qualified is desirable
- Experience in training design, delivery, evaluating and reporting on the success of the training
- Able to use Microsoft 365 suite including co-pilot & In App guidance to support users in the flow of work.
- Ideally conversant with using Articulate Storyline and Camtasia
- Will need to be flexible for travel, and willing to travel to local offices to support investment management teams post go live
- Adapt to work within a hybrid working environment (minimum 2-3 days in London office)
Behaviours
- Creative – able to take ideas and concepts and deliver these in an engaging way. Being able to take traditional and/or repetitive topics and find alternative ways to convey that message, balanced with a good attention to detail.
- Team orientated – be able to work in a mixed delivery team, showing support for the process and change in hand
- Good planning / well organised - Plans and prepares schedules of work and tasks that deliver to agreed milestones; including tracking of the progress against these milestones and identifying risks and issues to delivery as they arise.
- Able to work at pace and with agility aligned to Rathbones values.
- Communication skills – able to show a range of communication methods and styles in the classroom, remotely and day to day. Promote best practice.
- Flexible – will be able to adapt and change as needed, sometimes at short notice.