Ref: a0M1i00000ELW2SEAX

Director of Digital Adoption Platforms | NYC or San Fran

USA, New York

  • 135000 to 150000 USD
  • Trainers Role
  • Skills: Salesforce, CRM, Digital Adoption Platforms, Change Management, DAP, WalkMe, learning and development, L&D, digital adoption, pendo, whatfix, WalkMe Solution Builder, Walkme Solution Engineer, SAAS, instructional design, training, director
  • Level: Senior

Job description

Director of Digital Adoption Platforms | NYC or San Fran


Director of Digital Adoption Platforms

New York City (also open to San Fran)| Hybrid: 2-3 days in office

A prominent wealth management firm is looking for learning & development professionals who are passionate about technology and user experience. The job of the Director of Digital Adoption Platforms (DAP) will focus on implementing WalkMe's DAP to provide contextual in-app guidance and support new users of Salesforce with the goal of accelerating time to competency.

The Director will partner closely with product managers, IT partners and other change management team members to analyze the impact of new technology capabilities and the best way to drive adoption. This individual will use their instructional design expertise to create in-app guidance, live and self-paced training materials and may facilitate feedback sessions with users to understand the effectiveness of these resources.

What you'll do as Director of Digital Adoption Platforms:
  • Work with product managers, business users and IT partners to design and deliver effective digital adoption strategies for Salesforce and other SaaS platforms.
  • Use adult learning theory and instructional design methods to build innovative learning experiences, including in-app guidance solutions, on-demand training resources and materials to support instructor led training.
  • Actively engage partners and users to gather feedback and review adoption and usage data to assess effectiveness of and continually improve change management tactics and training resources.
  • Work effectively in a matrix environment to collaborate and gain consensus on proposed strategies/tactics.

You could be a great fit if you have:
  • 5 years of experience in instructional design, organizational change management or learning & development, preferred.
  • Minimum 2 years of experience with Digital Adoption Platforms or in app guidance solutions, such as WalkMe, Pendo, WhatFix, Salesforce In-App, preferred.
  • Certification as a WalkMe Solution Builder or Solution Engineer is a plus
  • Experience/familiarity with Salesforce (or other CRM)
  • Experience in or working knowledge of wealth management or financial services industry is a plus
  • Undergraduate degree required

What skills you will use:
  • Knowledge of instructional design principles for live and on demand learning including development of instructional strategies, course materials, assessment techniques, appropriate integration of instructional technologies and best practices;
  • Proficient with technology and aptitude to learn new applications quickly;
  • Experience with Digital Adoption Platforms/in-app guidance tools, such as WalkMe, Pendo, Whatfix, Salesforce In-App Guidance;
  • Strong business orientation with an understanding of wealth management processes.
  • Detail-oriented individual who can multi-task in a fast-paced environment and adapt to changing business priorities;
  • Excellent verbal and written communication skills and can speak articulately with and in language appropriate for business/front line users and technology partners;
  • Ability to negotiate skillfully in tough situations with internal and external groups; can be both direct and diplomatic;
  • Generates trust and builds alliances across business and functional lines; can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration.

  • Let's start with the fun ones:
    • Health and Wellness stipend monthly (can even be spent on a mani-pedi, massage, etc.)
    • Errand running services
    • Vacation/party planning services
  • Competitive compensation package
  • Hybrid Commute-Remote Flexibility
  • Full benefits package (Medical, Dental, Vision, etc.)
  • Awesome Culture
  • Work Life Balance
  • Career Growth Flexibility

Client is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations. Client will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

*No third parties. * This is a permanent, full-time opportunity. Not available for C2C/C2H. Sponsorship available for qualified candidates.

If this is a position that you could see yourself in and you are looking for a company that wants to invest in you, Apply now to get an immediate response! Interviews can take place immediately.

Mason Frank International Ltd is an established market leading Salesforce recruitment business. We solely specialize within the Salesforce marketplace and have a proven reputation in delivering both permanent and contract professionals throughout America. We have a ride and diverse client base consisting of the most respected Salesforce Consulting practices and End Users.

To discuss this and other exciting Salesforce opportunities in more detail, please send your CV to or call 312.651.3026.

Mason Frank International Ltd is acting as an employment agency in relation to this vacancy.