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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 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. Position:CRM, Analytics and Reporting Change Agent will be responsible for driving usage and adoption of digitalization capabilities. They will be accountable for developing adoption strategy of Madison products through supporting and training front-office users in Equities in the United States, in New York and branch offices.Primary Responsibilities/Key Deliverables:• Build a strong presence and trusted-advisor relationships with the user population• Understand the target population and tailor change management activities and training to specific business user personas and products• Work with product management and the business to define and implement KPIs to measure product success• Gather and analyze user feedback to provide product managers with insight into future product enhancements• Document the feedback in detail to create actionable user stories, complete with estimates of anticipated increase in adoption• Analyze usage metrics, feedback, and user behavior to continually look for impactful opportunities to improve tactics and approach to drive adoption of current products • Find key product champions and leverage their enthusiasm to drive adoption with non-adopters by facilitating peer-to-peer communication• Align with the business and plan training approaches for initial product implementations and ongoing enhancements• Manage scheduling, logistics and record keeping for own training sessions• Write communications for product releases and enhancements• Design and develop training materials in partnership with product managers and deployment teams• Conduct training remotely, as well as in-person (deskside and classroom training), both one-to-one and to groupsRequired Background:• 3+ years of change management or similar experience influencing senior / sophisticated front office users to adopt new technologies• Successful track record of defining creative tactics that drive adoption of technology• History of partnering effectively with business management and super users to influence adoption across a broad user base• Experience with Equities (Research, Sales, Research Analysts, and Traders)Required Experience/Skills:• Strong technical writing, technical training, and communication skills• Ability to thrive in a collaborative, fast-paced environment• 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 product vision• Robust Microsoft Office skills (Word, PowerPoint, Excel)• Salesforce.com experience: desirable, but not required; Articulate360 experience a plus
- ID: #49307509
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State: New York
Nyc
10001
Nyc
USA
- City: Nyc
- Salary: Depends on Experience
- Job type: Permanent
- Showed: 2023-02-19
- Deadline: 2023-04-18
- Category: Et cetera