Systems Trainer

Get Staffed Online Recruitment Limited; Leicester; Remote; GBP 27,000 - 30,000; Full time

Job summary

A technology-focused financial services firm is seeking a Systems Trainer to conduct training sessions for network members on their new CRM system. This role offers the opportunity to utilize your expertise in technology and customer service within a supportive team environment. The ideal candidate should possess strong communication and organizational skills, with experience in CRM system management preferred. Competitive salary and benefits package are included.

Benefits

Company pension

Health & wellbeing programme

Sick pay

Options to buy/sell holiday

Qualifications

• Experience in customer service or business development roles.
• Good working knowledge of CRM systems.
• Experience within financial services preferred.

Responsibilities

• Conduct training sessions with network members.
• Learn and provide expertise on new CRM technology.
• Maintain accurate records on CRM.

Skills

Customer service success

CRM systems knowledge

Outstanding communication skills

Highly organized

Relationship development

Team player

Job description

Systems Trainer

Working from home with occasional travel

Full-time

£27 - 30k per annum

Our client is a technology-focused Mortgage Network, offering support services to mortgage and protection advisers. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts, and general insurance professionals, regardless of their size or location, using market-leading technology.

The Role

Following the release of their 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 remotely, to ensure they are equipped to transition to the new CRM. As their market-leading development continues, the role will help provide a smooth, uninterrupted journey for their clients.

Key Tasks:

• Conduct regular remote training sessions to small groups of advisers.
• Proactively learn and become an expert in the technology and its capabilities.
• Communicate clearly with the wider business on training progress, including sharing constructive feedback.
• Maintain accurate records on CRM.
• Manage multiple workloads across inboxes, phone contact, and Teams meetings.
• Complete CPD training as required per quarter.
• Tailor training to the needs of the group to ensure the best possible transition success rate.

The ideal candidate should have the following experience/skills:

• Success in customer service or business development roles.
• Good working knowledge of CRM systems, with previous experience of deploying technology (preferred).
• Outstanding listening and communication skills.
• Highly organized with the ability to multitask.
• Strong relationship development skills.
• Experience within financial services is preferred.
• Good team player with the ability to work independently.

Benefits:

• Company pension
• Health & wellbeing programme
• Sick pay
• Options to buy/sell holiday

As our client is a non-sponsoring organisation, you will need to have the right to work in the UK.