What are the responsibilities and job description for the Technology Adoption Specialist position at Convergenz?
Technology Adoption Specialist
Full time position with a Financial Planning Client
Hybrid in Fort Worth TX 76109
The Technology Adoption Specialist is a pivotal role responsible for driving the successful adoption of technology and business processes within the organization. Leveraging technological advancements as a sales driver and support system, this role focuses on consulting with stakeholders to ensure seamless integration and utilization of the company's platform. The Specialist will actively participate in agile processes, acting as a subject matter expert on business processes and driving the adoption strategy development for initiatives that are strategically aligned. By facilitating the effective incorporation of these processes, the Specialist plays a crucial role in enhancing Advisor productivity and delivering exceptional client experiences.
Technology Adoption Specialists (TAS) will interact with business and technology stakeholders across the enterprise, supporting strategic initiatives and enhancements to current products and processes to drive success by developing and implementing change management strategies and plans that result in faster adoption, increased proficiency, minimized resistance, and quicker ROI on initiatives.
TAS will have a natural curiosity about how people can leverage technology to work more effectively and sustainably. We have a passion for helping advisors, employees, and clients realize the benefits of new features and capabilities.
TAS will focus on the people side of change, including changes to business processes, systems, and technology. The primary goal is to ensure that the organization meets its objectives by increasing adoption and usage of our digital assets.
TAS are both reactive and proactive. They engage as needed on business initiatives designed to meet strategic initiatives, and they are proactive in constantly measuring and evaluating current systems and tools metrics and making recommendations to improve overall adoption and usage.
Success in this role will be measured by improved product adoption metrics, a stronger alignment between product strategy and revenue goals, and measurable improvements in the perception of our productivity tools.
This position will be based at the Home Office in Fort Worth.
What will you be doing?
- Establish clear communication channels with key stakeholders and subject matter experts.
- Raise awareness of business processes across all personas in our field force.
- Promote consistency in business processes.
- Understand upcoming development items (both process and technology) and translate their impact on business processes.
- Lead adoption strategy development, including defining milestones and identifying tools to facilitate adoption of upcoming process and technology changes.
- Define adoption goals and metrics based on outcomes from stakeholders.
- Incorporate technology adoption toolset into new technology.
- Review and analyze adoption metrics and create an action plan.
