Vice President, Enterprise CRM – User Support & Enablement Manager

About the role

This role is located in Pittsburgh, PA. In this role, you’ll make an impact by designing and developing ECRM user training initiatives and programs, providing user support, issue management and resolution tracking, onboarding planning, execution, and management, and becoming an expert in all areas of the ECRM application.

Responsibilities

• Design and develop ECRM user training initiatives and programs including but not limited to; documentation, testing and production validation, user onboarding, training, coordination, rollout and evaluation
• Create and execute learning journeys, online learning, and instructor-led trainings based on business needs
• Provide user support, issue management and resolution tracking, onboarding planning, execution, and management
• Become an expert in all areas of the ECRM application including sales, wealth, marketing, customer service, and operations

Requirements

• Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences
• Proficient in MS Word, MS Excel and MS PowerPoint
• Experience with instructional design, SharePoint, Microsoft Dynamics and Salesforce CRM or comparable applications is preferred
• Experience supporting Wealth Management training, change, and enablement including interaction with client-facing teams

Qualifications

• Minimum of five (5) years training and user support experience in Customer Relationship Management (CRM) systems or similar technology preferred
• Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred

Skills

Not specified

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Not specified