Systems Trainer

Systems TrainerWorking from home with occasional travelFull-time£27 30k per annumWe are a technology-focused Mortgage Network, offering support services to mortgage and protection advisers. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location, using market-leading technology.The RoleFollowing the release of our own in-house CRM system, this role is pivotal in enabling the smooth transition for its network members from the current system. The role will involve conducting regular training sessions with network members, usually on a remote basis to ensure they are equipped to transition to the new CRM. As our market-leading development continues, the role will help to provide a smooth, uninterrupted journey for our clients.Key Tasks:Conduct regular remote training sessions to small groups of advisers.Proactive approach to independent ongoing learning to become an expert in the technology and its capabilities.Communicate clearly with the wider business on training progress, including sharing constructive feedback as received.Maintain accurate records on CRM.Manage multiple workloads across inboxes, phone contact and Teams meetings.CPD training completed as required per quarter.Tailor training to the needs of the group, to ensure best possible transition success rate.The ideal candidate should have the following experience/skills:Success in customer ser
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!