Role Overview

We are seeking a dynamicTraining Specialist to join our User Adoption Team on a full-time or contractual basis. This role is ideal for someone who thrives in a remote environment, excels at live technical training, and is passionate about helping end users confidently adopt new systems, specifically Microsoft Dynamics 365 CRM. The Training Specialist will be part of a team creating and delivering both in-person and remote training modules and materials for a software go-live project.

This role may require occasional travel to various locations in the US for training sessions and meetings.

Please note: Candidates must reside in the Austin area, as in-office (Arboretum area) workdays are required. This position is a 7-to-9-month duration with the possibility to extend beyond this timeframe.

About Verdtek

At Verdtek, we redefine how organizations and their end-user communities engage with new technology. Through our proprietaryAERA® methodology, Awareness, Engagement, Readiness, and Adoption, we ensure that technology solutions are not just implemented but fully embraced. Our User Adoption Team plays a critical role in this mission, delivering tailored training and support that empowers users and drives lasting change.

Key Responsibilities

Deliver live, remote training sessions for clinic office staff using Microsoft Teams.
Conduct technical demonstrations from a live software training sandbox environment.
Address and clarify functional and technical questions from end users during training/demo sessions.
Attend remote Teams meetings during a normal 8am – 5pm CST day to gain functional knowledge and proficiency of software technical workflows and new features.
Collaborate with the User Adoption content development team and program SMEs to assist in creating engaging training materials, including but not limited to:

Microlearning videos
Job aids
PowerPoint presentations
User Guides
Training Instructor Guides

Meet deadlines set by project team leads.
Communicate with team leads about anticipated risks to deadlines.
Pivot to other tasks that might take priority and be requested by team leads.
Support the broader User Adoption Team in aligning training with Verdtek’s AERA® methodology.
Other training related responsibilities as assigned by the Training Lead.

Required Qualifications

Experience delivering remote and in-person technical training, ideally in a CRM environment.
Experience with Training development cycles and materials such as ADDIE including training needs analysis, user/persona identification, instructor guides, and materials supporting delivery.
Proficiency with Microsoft Teams for live remote training delivery or meeting facilitation.
Proficiency with Microsoft 365 Apps such as Word, PPT, Excel, Outlook in a Windows 11 environment.
Comfortable navigating and demonstrating using alive software sandbox environment.
Excellent communication and interpersonal skills, with the ability to explain complex topics clearly.
Excellent presentation skills.
Experience creating training content using PowerPoint;

PreferredQualifications

Background in training clinic or healthcare administrative staff.
Experience developing and designing workshops (ILT/VILT) for technical training.
Strong working knowledge of Microsoft Dynamics 365 CRM.

Experience with microlearning design and adult learning principles.
Proficiency with SnagIt and Camtasia or other video screen casting tools.
Familiarity with Generative AI tools such as Copilot, ChatGPT, Google Gemini.
Familiarity with user adoption methodologies or change management frameworks.

Health Care Plan (Medical, Dental & Vision)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off

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