Adoption Specialist

Job Description:

• Conduct training sessions for sales, service dispatch, and administrative teams on Microsoft Dynamics CRM and Field Service modules, both remote and on-site.
• Develop and maintain training materials, including user guides, tutorials, and hands‑on workshops, tailored to different teams and roles.
• Provide ongoing support post go‑live, assisting users with Dynamics CRM and Field Service navigation and troubleshooting inquiries.
• Support onboarding of new employees to ensure proficiency in Microsoft Dynamics from day one.
• Collaborate with IT teams, project managers, and business leaders to align training with deployment schedules and processes, while gathering feedback to refine programs.
• Assist with functional testing of new features and updates, providing feedback to IT on usability and process improvements.
• Willingness to travel extensively within the United States (~50-75% of the time).

• Proven experience delivering user training for Microsoft Dynamics CRM, Field Service, or similar platforms.
• Strong background in developing training materials, including manuals, quick reference guides, and workshop exercises.
• Excellent verbal and written communication skills, with the ability to simplify complex system functions into clear instructions.
• Hands‑on experience in user support, troubleshooting, and providing hyper‑care post go‑live.
• Demonstrated capability in conducting system functional testing and documenting observations.
• Willingness to travel extensively within the United States (~50‑75% of the time).
• A problem‑solving mindset with a focus on user experience and operational efficiency.
• Highly organized with strong attention to detail and the ability to manage multiple training engagements independently.
• Bachelor’s degree in information technology, Education, Business Administration, or a related field.
• Minimum of 5 years of experience in training roles involving CRM and Field Service applications, preferably with Microsoft Dynamics CRM or similar enterprise systems.
• Prior experience supporting user acceptance testing (UAT) or functional system testing is advantageous.

• Equal employment opportunities
• Prohibits discrimination and harassment of any type