Software Success Manager in Evanston, IL at DISYS

Date Posted: 1/31/2018

Job Snapshot

Job Description

BHJOB8895_111265  Job Title: Software Trainer

Job Description

The role is responsible for training customers both new and in-term as well as new sales employees on the CRM platform, ensuring that customers and employees are capable of fully using the platform independently and successfully.

This person will work with the U.K. training team to create & update training materials and documentation for new product functionality as well as processes and procedures for the team. To establish and maintain SAAS training best practise through a process of continuous improvement

Primary Responsibilities

•        Conducts, creates and leads training seminars via webinar, in-house and onsite meetings.

•        Develops success plans for customers which outline best practices, metrics and factors which setup success.

•        Working with the U.K. training team & leadership to form a united training methodology for the company.

•        Provides implementation consultation, along with dedicated Customer Success Manager.

•        Becomes a sales-i product master in implementation & training strategy.

•        25% travel in & out of town will be required for onsite visits.

•        Tracking training’s and taking detailed notes which are to be left in CRM required to keep dedicated Customer Success Managers informed of customer progress.

•        Works with dedicated Customer Success Managers to track and act upon customer adoption & utility.

•        Schedule follow up calls with customers to ensure best practices are being utilized and all questions have been answered.

•        Work with Customer Success Managers to sell additional training time for customers, after initial onboarding.

•        Keeping customers informed of platform changes/updates.

•        Occasional customer support issues will need to be fielded.

•        Must be able to look at a computer screen for long periods of time.


•        2+ years as a customer-facing trainer in a B2B company (SaaS preferred).

•        Ability to present to groups as small as three, and as large as forty (sometimes in-person).

•        Must be able to read, write and speak English as a primary language (Spanish bilingual a plus).

Basic math reasoning to confirm contract status’, when asked.

  • Good solution-orientated problem solving ability.
  • Good written and verbal communication skills.
  • A customer focused approach.
  • Able to work under pressure.
  • Good at multi-tasking.
  • Good at coping with change.
  • An ability to learn new software systems.
  • Collaborative working style.


•        Familiarity with Microsoft Word, Excel, Outlook and HubSpot CRM a plus.

  • Spanish bilingual

Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp @ to contact us if you are an individual with a disability and require accommodation in the application process.