Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Training and Documentation Specialist

The Rockridge Group

Job Description

Job Description

Job Title: Training & Documentation Specialist

Location: 330 Madison Avenue, NY

Duration: 3-6 Months CTH

Job Summary:

Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team.

Your role:  

In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training

Qualifications

  • Bachelor’s degree
  • Prior teaching or mentoring experienced required or a degree in the educational field
  • Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users
  • Self-starter with the foresight to identify and execute next steps to see projects through to completion
  • Ability to adapt to changing demands and business requirements
  • Familiarity with Dealcloud a plus but not required. Extensive training will be provided
  • Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus
  • Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus
  • Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus

Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Training and Documentation Specialist in New York, NY vacancy
  • Main Responsibilities Manage the GxP documentation lifecycle (creation, revision, obsolescence). Collaborate with other departments to ensure...  ...Centers of Excellence (CoE) when requested. Support CMS user training, access management (CMS Care requests), and weekly high-... 
    Training
    For subcontractor
    Work at office

    Scorpion Therapeutics

    New York, NY
    1 day ago
  •  ...position plays a vital role in ensuring that all quality-related documentation is accurate, compliant, and up to date, contributing to the...  ...to ensure adherence to established standards. Provide training and support to staff regarding documentation procedures and requirements... 
    Training

    XP Services, Inc.

    New York, NY
    3 days ago
  • The IT Documentation Specialist will create, update, and maintain documentation related to IT systems and processes. This will include writing...  ...error-free Proactively contribute to providing strategies for training and upskill advancements Always come prepared Assignments... 
    Training
    Permanent employment
    Work at office
    Work from home
    Monday to Friday

    My Amazon Guy

    New York, NY
    3 days ago
  • $50k - $60k

     ...Document Controller KPF is seeking a detail-oriented and motivated Document Controller to join our dynamic team located in New York...  ...with project teams to identify documentation needs and provide training on document management systems. Qualifications Required... 
    Training
    Work at office

    KPF

    New York, NY
    15 hours ago
  • $90k - $125k

     ...Senior Document Controller for Hudson Tunnel Project Our client is a leading global Consultancy renowned for delivering high-profile...  ...working within the required software tools. Deliver ongoing training, guidance, and support to team members on document control processes... 
    Training
    Full time
    Work at office

    Platinum Global Talent Solutions

    New York, NY
    4 days ago
  • $90k - $110k

     ...Document Management Specialist The Document Management Specialist plays a key role in advancing the Firm's document management strategy and enhancing...  ...the overall user experience. User Engagement & Training Promote user adoption by engaging with users,... 
    Training
    Work at office
    Visa sponsorship
    Work visa

    Simpson Thacher

    New York, NY
    2 days ago
  • $90k - $120k

     ...About the Positions We're seeking Document Control Specialists to support large, heavy-civil infrastructure projects in highways, roads...  ...stakeholders regarding document updates. Provide training and guidance on document control processes to project personnel... 
    Training
    Temporary work
    For contractors
    Work at office
    Local area
    Flexible hours

    Luster National

    New York, NY
    2 days ago
  •  ...New York, involves meticulous record keeping, ensuring that all documents are accurately filed and easily accessible for reference and...  ...best practices for information management. Provide support in training new staff on record-keeping procedures and the appropriate use... 
    Training
    Full time

    Burjline Builders

    New York, NY
    3 days ago
  • Mercor seeks US/Canada-based generalists to train and evaluate frontier AI model outputs. You will review documents, slides, spreadsheets, and other materials for quality, accuracy, and completeness, shaping how AI systems reason about real-world work products. You should... 
    Training

    Mercor

    New York, NY
    4 days ago
  •  ...lifecycle, with primary responsibility for reviewing subscription documentation and ensuring investor packages are complete, accurate, and...  ...and adhering to established processes. Requires minimal training on alternative investment concepts and investor documentation... 
    Training

    KTek Resourcing

    New York, NY
    1 day ago
  •  ...employees for successful performance and invest in their careers through training and the development of new skills and certifications. Overview We are seeking a highly skilled Right of Way Document Specialist to join our team. The ideal candidate will have a strong... 
    Training
    Work at office

    TRC Companies, Inc.

    New York, NY
    1 day ago
  •  ...Job Description: Marketing Documents Specialist (Chinese) Marketing Documents Specialist (Chinese) Job Type: Contractor...  ...Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models... 
    Training
    For contractors
    Work experience placement
    Remote work

    ESR Healthcare

    New York, NY
    2 days ago
  • $30 - $40 per hour

     ...skilled QA Consultant with advanced expertise in Microsoft Word document formatting and Electronic Document Management Systems (EDMS),...  ...document management and compliance practices. Assist with GxP training administration and maintain employee training records (if experienced... 
    Training
    Contract work
    Remote work

    BioPhase

    New York, NY
    2 days ago
  •  ...career with us may be a perfect fit for you! Legal Intake Document Specialist We are seeking a Legal Intake Document Specialist to provide...  ...phone usage. Benefits ~ Hybrid Work Environment ~ Training & Guidance ~ Medical, Dental & Vision Benefits ~401K... 
    Training
    Casual work

    Safeguard Law Group

    New York, NY
    3 days ago
  • $75k - $82k

     ...Sciences Executive Recruiter at GForce Life Sciences Global Document Management Specialist Our client, a growing, mid‑sized pharmaceutical client...  ...submissions and approvals Assist with global medical & training slide kit resource development Responsible for providing... 
    Training
    Contract work
    Remote work

    GForce Life Sciences

    New York, NY
    2 days ago
  • Job Description Job Title: Document Reviewer Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world... 
    Training
    Remote job
    Contract work

    YO IT Consulting

    New York, NY
    3 days ago
  • $700 per month

     ...controlled system of incoming and outgoing correspondence and documentation and must have the ability to understand workflow processes...  ...hiring, tenure of employment, promotion, transfer, selection for training, or any other terms or conditions of employment because of... 
    Training
    Contract work
    Temporary work
    Work at office
    Local area

    mcfa

    New York, NY
    a month ago
  • Overview Join DOF as a Document Controller. We are seeking several experienced Document Controllers to support our Atlantic region and...  ...similar, and Microsoft Word, Excel, PowerPoint, and Project; provide training for new users. Analyze client requirements to execute projects... 
    Training
    For subcontractor
    Work at office
    Local area
    Worldwide

    DOF

    New York, NY
    2 days ago
  •  ...marketplace. Our mission-driven team is seeking a bold and dynamic Document Management Specialist who is fueled by high accountability, execution...  ...management tools Deliver Document Management System guidance and training to Axiom personnel, customers, and contractors/... 
    Training
    For contractors
    Work at office
    Weekend work
    Afternoon shift

    Axiom Space

    New York, NY
    15 hours ago
  • $35 - $40 per hour

     ...to be part of the Energy Industry? ECLARO is looking for a Document Control Specialist for our client in Niagara, NY. ECLARO's Client is America'...  ...timely and accurate reporting. Contractor On-Boarding / Training Develop and maintain a Construction Management database to... 
    Training
    Contract work
    For contractors
    Interim role
    Work at office

    Eclaro

    New York, NY
    2 days ago
  • $30 - $38 per hour

    Overview Join to apply for the Lead Document Reviewer role at Repario . We are seeking a...  ...document review attorneys, providing guidance, training, and support to optimize their...  ...Generative AI Pro Relativity Review Management Specialist Everlaw Certified Reviewer Everlaw... 
    Training
    Hourly pay
    Temporary work
    Remote work
    Flexible hours

    Repario

    New York, NY
    2 days ago
  • Crossing Hurdles is seeking an experienced document specialist to review, edit, and format Word and PDF files to professional standards. You...  ...setting. Strong emphasis on confidentiality and compliance, plus training stakeholders on best practices. #J-18808-Ljbffr Crossing... 
    Training
    Remote job

    Crossing Hurdles

    New York, NY
    1 day ago
  • $80k - $110k

     ...Leadership & Program Oversight Lead and oversee the company’s digital document accessibility initiative across all offices. Develop,...  ...reviews to ensure compliance and consistency. Develop and deliver training on accessibility standards. Serve as the company’s subject... 
    Training
    Work at office
    Flexible hours

    Carollo Engineers, Inc.

    New York, NY
    3 days ago
  • $36.5 per hour

     ...Sr. Document Production Associate RRD provides marketing, packaging, print, and business services to the world's most respected brands...  ...and best practices with team members. Support cross-training initiatives and operational continuity efforts. Act as a senior... 
    Training
    Hourly pay
    Work at office
    Shift work

    RR Donnelley

    New York, NY
    4 days ago
  • $63.4k - $79.3k

    The LAA/Document Specialist is a hybrid role. The Specialist is responsible for producing consistently high-quality documents and providing...  ...not limited to internal equity, experience, specialty, and training. The above salary range (or hiring range) represents the firm... 
    Training
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Shift work
    Night shift
    Weekend work
    3 days per week

    Foley Hoag LLP

    New York, NY
    2 days ago
  •  ...and organizational skills Ability to work independently and manage client needs No prior experience requiredcomprehensive training provided Access to a computer or smartphone with internet connection What We Offer: 100% remote position with flexible scheduling... 
    Training
    Immediate start
    Remote work
    Flexible hours

    STWHJ

    New York, NY
    5 days ago
  •  ...Bilingual Japanese/English Documentation Specialist A major global financial institution is seeking a Bilingual Japanese/English Documentation Specialist to support its Japanese Corporate Banking team in New York. This position works closely with Japanese corporate... 
    Work experience placement

    BizTek People

    New York, NY
    2 days ago
  • $101k - $151k

     ...Documentation Improvement Specialist Safety, Accountability and Viability: Health Information Management Makes It Possible Set your sights on...  ...Occupational Therapist, Physical Therapist, Physician Assistant or trained Physician background ~5 years of recent hospital... 
    Flexible hours

    New York-Presbyterian Hospital

    New York, NY
    3 days ago
  •  ...supported to learn, grow and become your best self. Become a maker of possible with us. A successful applicant for the Labeling Documentation Specialist position must possess documentation skills using Microsoft and Adobe software and must have excellent written and verbal... 
    Work at office
    Remote work

    BD

    New York, NY
    2 days ago
  • $140k - $185k

     ...$185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Fund Documentation Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities... 
    Full time

    Career Launch AI

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Training and Documentation Specialist. Be the first to apply!