Director of Digital Adoption Platforms - 180k- New York

25 Jun 2024

Vacancy expired!

This Director of Digital Adoption Platforms (DAP) within the PWM Change Management Team will be responsible fordesigning and delivering in app guidance solutions and self service training resources to drive adoption of Salesforce andother new technology capabilities with our Wealth Managers and Client Service Associates. This role will be focused onimplementing WalkMe's Digital Adoption Platform to provide contextual in app guidance and support to new users ofSalesforce with the goal of accelerating time to competency.

This individual will partner closely with product managers, IT partners and other change management team members toanalyze the impact of new technology capabilities and the best way to drive adoption. This individual will use theirinstructional design expertise to create in app guidance, live and self-paced training materials and may facilitate feedbacksessions with users to understand the effectiveness of these resources.

What you'll do as a Director of Digital Adoption Platforms: Work with product managers, business users and IT partners to design and deliver effective digital adoptionstrategies for Salesforce and other SAAS platforms. Use adult learning theory and instructional design methods to build innovative learning experiences, including inapp guidance solutions, on demand training resources and materials to support instructor led training. Actively engage partners and users to gather feedback and review adoption and usage data to assess effectivenessof and continually improve change management tactics and training resources. Work effectively in a matrix environment to collaborate and gain consensus on proposed strategies/tactics.You could be a good fit if you have: Undergraduate degree required Minimum 5 years of experience in instructional design, organizational change management or learning &development Minimum 2 years of experience with Digital Adoption Platforms or in app guidance solutions, such as WalkMe,Pendo, WhatFix, Salesforce In-App Certification as a WalkMe Solution Builder or Solution Engineer is a plus Experience/familiarity with Salesforce Experience in or working knowledge of wealth management business is a plus

What skills you will use:

Knowledge of instructional design principles for live and on demand learning including development ofinstructional strategies, course materials, assessment techniques, appropriate integration of instructionaltechnologies and best practices. Proficient with technology and aptitude to learn new applications quickly. Experience with Digital Adoption Platforms/in app guidance tools, such as WalkMe, Pendo, Whatfix, Salesforce InApp Guidance Strong business orientation with an understanding of wealth management processes. Detail-oriented individual who can multi-task in a fast-paced environment and adapt to changing businesspriorities. Excellent verbal and written communication skills and can speak articulately with and in language appropriate forbusiness/front line users and technology partners. Ability to negotiate skillfully in tough situations with internal and external groups; can be both direct anddiplomatic. A self-confident, proactive professional with the maturity necessary to work fairly autonomously and with peopleof various levels in the organization. Generates trust and builds alliances across business and functional lines; can quickly find common ground andsolve problems for the good of all; is a team player and encourages collaboration.

Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person. ONLY IF travel required: Must be able to travel as position requires.

Benefits

  • Working for a industry leading bank!
  • 21+ days of PTO + Strong benefits
  • Clear career progression
  • Great work life balance + work culture

  • ID: #43610973
  • State: New York Manhattan 10024 Manhattan USA
  • City: Manhattan
  • Salary: $180000 - $181000 per annum
  • Job type: Permanent
  • Showed: 2022-06-25
  • Deadline: 2022-08-24
  • Category: Et cetera