Microsoft Dynamics Trainer

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

Job summary

Ambient Enterprises is seeking an experienced trainer for Microsoft Dynamics CRM and Field Service to lead training and support across multiple business units nationwide. You will ensure teams are proficient in CRM usage, create engaging materials, and participate in testing new features before deployment.

The role requires extensive travel across the United States to deliver in-person training and support sessions and to help onboard and upskill staff during go-lives.

Qualifications

• Proven experience delivering user training for Microsoft Dynamics CRM, Field Service, or similar platforms.
• Strong background in developing training materials, manuals, guides, and workshops.
• Excellent verbal and written communication; able to simplify complex system functions.

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 workshops.
• Provide ongoing post go-live support, assisting users with navigation and troubleshooting.
• Assist onboarding of new employees to ensure proficiency from day one.
• Collaborate with IT, project managers, and leaders to align training with deployment schedules.
• Assist with functional testing of new features and updates, providing usability feedback.

Skills

CRM training

Field Service

Training materials

Communication skills

Travel readiness

Education

Bachelor’s degree in IT/Education/Business

Tools

Microsoft Dynamics CRM

Field Service software

Job description

About Us

We are a collective of HVAC design and implementation experts. As recognized industry leaders, we combine our craft with care for spaces that matter most: healthcare, commercial, institutional, and mission critical. Our nationwide reach gives you flexible solutions for any market or project—delivering the expertise and resources to support your work at every scale. We believe in working with the best products, partners and people and hope you’ll join us!

Job Description

Ambient Enterprises is seeking an experienced Microsoft Dynamics CRM and Field Service Trainer to lead training and functional support initiatives across newly acquired and existing business units. This role will focus on ensuring that sales, service dispatch, and administrative teams are fully trained and supported in utilizing Dynamics CRM and Field Service applications effectively. In addition to training responsibilities, the Trainer will assist with testing new system features before they are deployed to the broader user community. This position requires substantial travel across the United States to deliver in-person training and support sessions.

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.
• Support onboarding of new employees to ensure proficiency in Microsoft Dynamics from day one.
• 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.

Requirements

• 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.
• Demonstrated capability in conducting system functional testing and documenting observations.
• Willingness to travel extensively within the United States (~50-75% of the time).
• A problem-solving mindset with a focus on user experience and operational efficiency.
• Highly organized with strong attention to detail and the ability to manage multiple training engagements independently.
• Bachelor’s degree in information technology, Education, Business Administration, or a related field.
• Minimum of 5 years of experience in training roles involving CRM and Field Service applications, preferably with Microsoft Dynamics CRM or similar enterprise systems.
• Prior experience supporting user acceptance testing (UAT) or functional system testing is advantageous.

Compensation

Estimated compensation: $90,000-$115,000/yr with flexibility based on experience and skills.

Equal Employment Opportunity

Ambient Enterprises provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Ambient is a national collective of HVAC firms. Our experts deliver safety, comfort, and highly efficient, sustainable solutions for spaces that matter most: healthcare, commercial, institutional, and mission critical.