Technical Training Specialist III

Job Description:

This position is responsible for delivering technical training on Vertex solutions and creating online micro-learning to be published in the organization’s product education platform, Vertex University. The Technical Training Specialist will work collaboratively with Education team members and Subject Matter Experts (SMEs) to coordinate curriculum innovation and develop and maintain high-quality course content in support of Vertex’s tax software products.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Work proactively with Education team members and SMEs to develop high-quality and engaging learning content for tax/technical subject matter.

• Deliver effective instructor-led technical training content in adherence to defined learning objectives and high learner engagement.

• Own the entire training engagement lifecycle, from training analysis, class preparation, live instruction and engagement close out.

• Serve as a Vertex product SME when teaching classes.

• Assist in developing and reviewing educational materials (for example, videos, quick reference guides, templates, checklists, process documents, etc.) supporting the release of new software products and services.

• Effectively manage projects; stick to project schedules and communicate progress with team members throughout the development lifecycle.

• Make recommendations to the Education team for new curriculum development and enhancements to the existing curriculum.

• Provide consultation and technical assistance to internal and external groups, as needed.

• Participate in the evaluation of training materials and training delivery.

• Stay informed of industry trends (for example: microlearning techniques and gamification).

• Act as a peer reviewer, as needed.

• Occasionally travel to participate/instruct training at client sites, regional training centers, and/or customer conferences (up to 25%).

• Participate in other projects or duties.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to understand complex concepts and translate to simplified learning topics.

• Knowledge of educational models and theories, including instructional design (ADDIE, SAM/Agile) and adult learning theory.

• Working knowledge of design tools such as: Adobe Photoshop and Illustrator, and video editing software is a plus.

• Knowledge of ERP systems, billing systems and/or software integrations is a plus.

• Ability to effectively manage a class and encourage learner participation.

• Ability to use effective instructional strategies to diffuse dominate learners and draw in quiet learners.

• Excellent communication skills: both written and verbal.

• Excellent presentation/instructor skills.

• Strong project management and prioritization skills.

• Display high motivation.

• Ability to deliver effective and engaging technical learning programs.

• Ability to produce micro learnings.

• Ability to work independently as well as in a team environment.

• Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.

• Ability to work with limited supervision. Latitude for independent decision making.

• Ability to network with key contacts outside own area of expertise.

• Ability to listen and understand information and communicate the same.

• Must possess strong interpersonal, organizational, presentation and facilitation skills.

• Must be results oriented and customer focused.

• Proficiency in Microsoft Office packages.

• Sufficient knowledge of business communication, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.

• Ability to listen and understand information and communicate the same.

• Must possess good organizational skills.

• Able to lift twenty-five pounds.

EDUCATION AND TRAINING:

• Bachelor’s Degree in instructional Design/Technology, Educational Media, Training and Development, or related field.

• Six (6) plus years of experience in teaching, curriculum design, online course development, consulting, customer success or a financial or technical role related to software implementations.

• Experience working with a Learning Management System (LMS) is preferred.

• Or equivalent combination of education and/or experience.

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.