CRM & Analytics Change Agent/ Trainer - Corporate- Information Technology

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Jefferies
  • 20 May 19

CRM & Analytics Change Agent/ Trainer - Corporate- Information Technology

CRM & Analytics Team Overview:
The CRM & Analytics team is a highly strategic and cross-functional team responsible for leading the firm's global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics. The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources. The CRM & Analytics team is at the forefront of Jefferies' cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities.

CRM, Analytics and Reporting Change Agent / Trainer will be responsible for driving usage and adoption of digitalization capabilities. They will support and train front-office users in Investment Banking and Capital Markets. Specific responsibilities will include:
Primary Responsibilities/ Key Deliverables:

    Develop an understanding of the key needs and drivers of the target population Build a trusted-advisor relationship with users Develop a training approach for initial implementation and on-going enhancements Schedule, handle logistics, and record keeping for own training sessions Write communications for product releases and enhancements Design and develop training materials partnering with Product Managers and Deployment teams Where optimal, create Camtasia videos to illustrate usage Conduct training in classroom settings, one-to-one, and via WebEx Organize and conduct train-the-trainer sessions for other Madison team members Monitor and analyze usage metrics and continually identify areas where changes to training can drive adoption Gather and analyze user feedback, to partner with product managers, providing insight into future product development Actively support other Change Management team members in meeting time-driven deliverables


Required Background:

  • 3+ years in a large organization or major consulting organization focused on training Investment Banking and/or Capital Markets front-office users with a goal of driving product adoption

Desired Experience/Skills:

  • Ability to thrive in a collaborative, fast-paced environment

  • Strong technical training and technical writing skills

  • Ability to assess and measure training needs

  • Strong communication, listening and interpersonal skills, with the ability to influence change

  • Ability to form individualized connections and quickly establish rapport to foster action

  • Strong organizational skills with demonstrated ability to handle multiple commitments simultaneously

  • Ability to analyze front-office requests to discern between needs and wants by digging into details to determine root cause of request and determine whether it aligns with production vision

  • Robust Microsoft Office skills (Word, PowerPoint, Excel

  • experience: desirable, but not required