Training Design & Delivery (Primary)
- Conduct pre-training surveys to assess client needs, skill gaps, and goals; use findings to customize learning paths
- Design training curricula, learning flows, and presentation decks tailored to each client's use case and skill level
- Deliver interactive training sessions — virtual, in-person, or hybrid — across both business units
- Distribute post-training surveys, consolidate feedback, and compile analytics reports on satisfaction, comprehension, and expectations
- Continuously refine training materials based on feedback and evolving product features
- Maintain a repository of training assets, attendance records, and reports
Workflow Optimization Support (Secondary, As-Needed)
- Join client meetings occasionally as a technical resource when training sessions surface workflow questions
- Identify manual, repetitive, or inefficient client processes during the course of training engagements
- Recommend or help build simple automated solutions (e.g., using AppSheet, Apps Script, or Looker Studio) as capacity and expertise allow
- Escalate more complex workflow or automation requests to the Customer Success Manager for scoping
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