• Created detailed manuals, quick reference guides, and interactive e-learning modules to enhance sales team proficiency with Dynamics 365 CRM.• Conducted hands-on training sessions for sales staff on Dynamics 365 features and best practices.• Partnered with sales managers and IT professionals to ensure training materials addressed real-world challenges and incorporated user feedback, enhancing overall program relevance and effectiveness.

• Facilitated best-in-class sales training courses for new employees on UHOne products, Microsoft Dynamics CRM, and standard operating procedures. • Performed Instructional Design and development of new course content for in-class and online learning materials using industry best practices and methodology. • Worked closely with the Learning and Development team to establish brand standards and best practices for designing and launching effective training materials.• Created and… Show more • Facilitated best-in-class sales training courses for new employees on UHOne products, Microsoft Dynamics CRM, and standard operating procedures. • Performed Instructional Design and development of new course content for in-class and online learning materials using industry best practices and methodology. • Worked closely with the Learning and Development team to establish brand standards and best practices for designing and launching effective training materials.• Created and successfully launched departmental training for performance standards and quality metrics in alignment with the Kirkpatrick method of training evaluation. Show less

• Served as Project Manager for a three-week new hire training program for Retirement Consultation representatives. Responsible for all aspects of curriculum design, development, and maintenance. • Performed training needs analysis for all new training requests to properly assess the desired outcome and coordinate all project activities. • Designed and developed over 40 eLearning courses using Articulate Rise360, Storyline360, and Camtasia to drive learner engagement throughout the… Show more • Served as Project Manager for a three-week new hire training program for Retirement Consultation representatives. Responsible for all aspects of curriculum design, development, and maintenance. • Performed training needs analysis for all new training requests to properly assess the desired outcome and coordinate all project activities. • Designed and developed over 40 eLearning courses using Articulate Rise360, Storyline360, and Camtasia to drive learner engagement throughout the program.• Developed and facilitated training for using Salesforce for the Financial Advisors and Microsoft Dynamics CRM for the Retirement Consultants. Show less

• Facilitated onsite and virtual training courses on how to effectively use Cisco WebEx software and hardware for an audience of executives and organizational leaders. • Developed over two hundred pages of training materials and over twelve hours of eLearning videos for commonly used WebEx functionality to serve as an on-the-job reference for users. • Partnered with the IT department to document system requirements and best practices for incorporating networking and cyber-security… Show more • Facilitated onsite and virtual training courses on how to effectively use Cisco WebEx software and hardware for an audience of executives and organizational leaders. • Developed over two hundred pages of training materials and over twelve hours of eLearning videos for commonly used WebEx functionality to serve as an on-the-job reference for users. • Partnered with the IT department to document system requirements and best practices for incorporating networking and cyber-security enhancements. • Worked with the Cisco admins to prepare training documentation for contract labor and new IT employees. Show less

• Assisted with the development of the Participant Services new hire training program by analyzing existing content to determine the most effective method of instruction. • Revised existing Instructor-Led training content into eLearning courses using Adobe Captivate, Adobe Creative Suite, Articulate Storyline, and Camtasia. • Collaborated daily with subject matter experts and Senior Instructional Designers to ensure consistent and accurate information throughout training materials.•… Show more • Assisted with the development of the Participant Services new hire training program by analyzing existing content to determine the most effective method of instruction. • Revised existing Instructor-Led training content into eLearning courses using Adobe Captivate, Adobe Creative Suite, Articulate Storyline, and Camtasia. • Collaborated daily with subject matter experts and Senior Instructional Designers to ensure consistent and accurate information throughout training materials.• Converted the existing new hire training program from in-person Instructor-Led Training to virtual Instructor-Led Training. Show less

• Performed technical support and troubleshooting for National Account customers who were experiencing network problems or configuration issues. • Developed documentation for the most common networking issues encountered by clients and the steps necessary to resolve those issues.• Partnered with engineers to analyze client’s network configuration and usage to deliver tailored solutions and recommendations to meet their needs.• Mentored new employees on handling National Accounts and… Show more • Performed technical support and troubleshooting for National Account customers who were experiencing network problems or configuration issues. • Developed documentation for the most common networking issues encountered by clients and the steps necessary to resolve those issues.• Partnered with engineers to analyze client’s network configuration and usage to deliver tailored solutions and recommendations to meet their needs.• Mentored new employees on handling National Accounts and common hardware and software configurations a client may use. Show less

• Managed all aspects of training and development for the transition to a new Project Portfolio Management (PPM) tool.• Worked closely with the IT department throughout the Software Development Lifecycle (SDLC) to develop detailed, thorough training materials for end users. • Designed, developed, and implemented a series of eLearning courses on the changes in policy, procedure, and daily workflow with the implementation of the new software platform. • Facilitated onsite and virtual… Show more • Managed all aspects of training and development for the transition to a new Project Portfolio Management (PPM) tool.• Worked closely with the IT department throughout the Software Development Lifecycle (SDLC) to develop detailed, thorough training materials for end users. • Designed, developed, and implemented a series of eLearning courses on the changes in policy, procedure, and daily workflow with the implementation of the new software platform. • Facilitated onsite and virtual training courses for Project Managers, project team members, and the Quality Assurance department as needed. Show less

• Created a two-week training program for the New Patient Admissions department to standardize the information new hires received, meet the hiring needs of the business, and provide employees with hands-on practice before interacting with patients. • Facilitated new hire training classes for the New Patient Admissions department. Frequently traveled between Denver and Philadelphia to facilitate sessions and coordinate with members of the training team. • Incorporated call practice and… Show more • Created a two-week training program for the New Patient Admissions department to standardize the information new hires received, meet the hiring needs of the business, and provide employees with hands-on practice before interacting with patients. • Facilitated new hire training classes for the New Patient Admissions department. Frequently traveled between Denver and Philadelphia to facilitate sessions and coordinate with members of the training team. • Incorporated call practice and live call demonstrations into the new hire program to provide better insight into the job responsibilities for learners. Show less

• Business and Technical Trainer for the Graphic Design and Sales Support departments. Responsible for all training efforts needed to support each role. • Developed instructional manuals for the entire scope of the Print Coordinator and Graphic Designer positions. Included policies and procedures, system usage and screenshots, graphic design best practices, and final instructions for the hand-off to production. • Served as a member of a continuous improvement project to increase the… Show more • Business and Technical Trainer for the Graphic Design and Sales Support departments. Responsible for all training efforts needed to support each role. • Developed instructional manuals for the entire scope of the Print Coordinator and Graphic Designer positions. Included policies and procedures, system usage and screenshots, graphic design best practices, and final instructions for the hand-off to production. • Served as a member of a continuous improvement project to increase the Sales Support Team's overall effectiveness and better define communication methods between the Sales and Operations departments. Show less

• Facilitated over twenty virtual new hire training courses using Adobe Connect. Used Adobe Captivate to develop eLearning materials to supplement each training course. • Developed training materials for multiple job types within the organization using the ADDIE model. • Created a support staff of ten high-performing employees to assist with new hire training and to provide support to the general population of employees taking calls.

• Facilitated new hire courses for Outbound Sales and Technical Support. Course content included: training on products, Siebel CRM usage, internal policies and procedures, sales methodologies, and customer service skills. Each course was between four to six weeks in length with an average class size between fifteen to twenty employees.• Coordinated daily operations of the training department for the technical training, sales training, and training support teams. Managed scheduling for each… Show more • Facilitated new hire courses for Outbound Sales and Technical Support. Course content included: training on products, Siebel CRM usage, internal policies and procedures, sales methodologies, and customer service skills. Each course was between four to six weeks in length with an average class size between fifteen to twenty employees.• Coordinated daily operations of the training department for the technical training, sales training, and training support teams. Managed scheduling for each class offered by the training department. • Performed administrative responsibilities for each member of the training department including payroll, paid/unpaid leave, performance reviews, consultations, and merits.• Reduced attrition by over 25% over six months with the implementation of a new training program. Show less