Dynamics CRM & Field Service Trainer—Drive User Excellence

Ambient Enterprises; New York (NY); Hybrid; USD 90,000 - 115,000; Full time

Job summary

Ambient Enterprises, a nationwide HVAC design and implementation leader, is seeking a Microsoft Dynamics Trainer to lead training and support across business units. The role requires delivering in-person and remote sessions with travel across the United States.

You will develop manuals and workshops, test new features, and ensure sales, service dispatch, and admin teams use Dynamics CRM and Field Service effectively from day one.

Qualifications

• Proven experience delivering user training for Microsoft Dynamics CRM, Field Service, or similar platforms.
• Strong background in developing training materials, including manuals, quick reference guides, and workshop exercises.
• Excellent verbal and written communication skills, with the ability to simplify complex system functions into clear instructions.
• Hands-on experience in user support, troubleshooting, and providing hyper-care post go-live.
• Willingness to travel extensively within the United States (~50-75%).
• Minimum of 5 years of experience in training roles involving CRM and Field Service applications.

Responsibilities

• Conduct training sessions for sales, service dispatch, and administrative teams on Microsoft Dynamics CRM and Field Service modules, both remote and on-site.
• Develop and maintain training materials, including user guides, tutorials, and hands-on workshops, tailored to different teams and roles.
• Provide ongoing support post go-live, assisting users with Dynamics CRM and Field Service navigation and troubleshooting inquiries.
• Collaborate with IT teams, project managers, and business leaders to align training with deployment schedules and processes, while gathering feedback to refine programs.
• Assist with functional testing of new features and updates, providing feedback to IT on usability and process improvements.

Skills

CRM training

Training materials

Communication skills

User support

System testing

Travel willingness

Education

Bachelor’s degree in IT/Education/Business

Tools

Microsoft Dynamics CRM

Microsoft Dynamics Field Service

Job description

Ambient Enterprises, a nationwide HVAC design and implementation leader, is seeking a Microsoft Dynamics Trainer to lead training and support across business units. The role requires delivering in-person and remote sessions with travel across the United States.

You will develop manuals and workshops, test new features, and ensure sales, service dispatch, and admin teams use Dynamics CRM and Field Service effectively from day one.