Job Description

Role Brief

Reporting to the President & Co-Founder, the Director of Learning & OCM, Systems Implementation Training is responsible for building and managing a practice focused Organizational Change Management and end user adoption for large-scale systems implementation projects. This role will drive growth, oversee client engagements, and lead the successful delivery of custom training solutions that enable our clients to achieve their business objectives and realize a faster return on investment (ROI) for their learning investment.

The ideal candidate will have extensive experience rolling out Microsoft Dynamics 365 and other enterprise systems with an appreciation for the motivations of client stakeholders, software vendor relationships and systems integration partners.

This role collaborates with senior leaders who oversee multi-million-dollar projects and manages a team of internal and external consultants to build and execute system specific training and user behavior and engagement. Owning end to end service delivery from client readiness advisory and frontend needs analysis to curriculum development, training implementation and post launch support to measurement of success will be the keys to success.

Role Essentials

Instructional Design and Adult Learning: Skilled in creating learner-centric training programs using methodologies like ADDIE and SAM.

Change Management: Proven ability to drive change, engage stakeholders, and enhance user adoption during technology implementations.

Business Acumen: Understands the impact of technological changes on business processes, end user training, and program delivery for measurable outcomes.

Enterprise Technologies: Deep understanding of ERP, CRM, SCM, HRIS, and LMS systems, with a focus on how these platforms impact business operations and learning strategies.

Client Focus: Builds trusted relationships with senior stakeholders and aligns results with client objectives.

Analytical Skills: Uses data to drive decisions, assess project success, and optimize learning strategies.

Leadership Skills: Manages and inspires cross-functional teams to foster collaboration and accountability.

Strategic Thinking: Identifies growth opportunities and aligns services with market demands.

Communication: Excellent written and verbal skills to engage diverse stakeholders and team members.

Project Management: Experienced in managing complex projects, ensuring adherence to scope, timeline, and budget.

Network and Relationships: Well-connected within the D365 ecosystem, with strong relationships across software vendors, consultants, and integration partners.

Practice Development:

• Formulate and implement a strategic plan to expand the practice, establishing the organization as a reliable partner for large-scale systems implementation training in technology adoption initiatives.
• Develop proprietary methodologies, frameworks, and tools to ensure scalable and consistent program delivery, thereby positioning the organization as a thought leader and guaranteeing repeatable success across client engagements.
• Monitor industry trends to continuously improve service offerings and maintain competitiveness.
• Represent the practice publicly by attending industry conferences, trade shows, and networking events. Contribute to thought leadership through speaking engagements, publications, blogs, podcasts, and other media platforms.
• Support and influence the practice's overall growth and success by driving strategic initiatives aimed at enhancing revenue and profitability.
• Collaborate with sales and marketing teams to align service offerings with market demand, track key performance metrics, and provide insights to optimize practice performance.

Client Engagement:

• Act as a trusted advisor on change management, governance, and capability mapping for learning success; performance consulting including needs analysis, curriculum evaluation, assessment and analytics; and learning tech analysis, ecosystem mapping, and platform selection.
• Align stakeholders to set common expectations guiding the learning solution.
• Define a strategy that integrates learning and development, organizational development, change management, talent management, and learning technology across departments.

Program Delivery:

• Manage service delivery, including change management, needs assessment, curriculum development, and training.
• Ensure projects are completed on time, within budget, and to client satisfaction.

Team Leadership:

• Recruit, develop, and manage a high-performing team of learning consultants and change professionals.
• Foster a culture of trust, accountability, collaboration, trust, relationship building and innovation.

Operational Excellence:

• Implement tools and processes to streamline workflows and enhance client outcomes.
• Integrate Digital Adoption Platforms (DAP) such as WalkMe, Pendo, Whatfix, etc. that help users navigate and learn new systems more effectively by providing on-screen guidance, automation, and engagement features.
• Ensure consistent quality and efficiency across all projects.
• Adhere to internal standards for cross functional tasks

Risk Mitigation:

• Identify and manage potential risks, collaborating with stakeholders to develop mitigation plans.

Financial Oversight:

• Manage project budgets, ensuring financial health and profitability across the practice.
• Track and report on key performance indicators (KPIs) to evaluate success and identify areas for improvement.

Qualifications

Education:

• Master’s degree in Business, Education, Communications, Organizational Development, or a related behavioral science.
• Certification in Change Management (e.g., Prosci, ACMP, CCMP) is a must.
• Certification in Project Management is an asset (e.g., PMP, Lean Six Sigma).
• Certification in Microsoft business applications is strongly preferred.

Experience:

• 10+ years of experience in a professional consulting environment with systems implementation training as your focus.
• 5+ years’ experience working for, or partnering with, systems integrators for technology projects.
• 5+ years’ experience working within a Project Management Office (PMO) or Change Management Office (CMO) in a corporate setting is a significant asset.
• At least 5 full cycle ERP implementations with emphasis on MS Dynamics 365; SAP, Workday, Salesforce or similar technologies is an asset.
• Demonstrated success in managing multimillion-dollar projects with measurable outcomes.
• Demonstrated thought leadership through speaking engagements, established whitepapers, podcasts, recognized industry articles, etc.

Technical Proficiency:

• Familiarity with digital adoption platforms, learning management systems, and project management tools.

Success is measured by:

• Growing the systems implementation training practice and increasing revenue.
• Delivering measurable client outcomes, including ROI and user adoption rates.
• Building a high-performing, collaborative team aligned with company goals.

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