WHO are we looking for?

CAPTRUST is seeking a Digital Adoption Specialist to play a key role in driving efficiency and effectiveness across the organization. This position is responsible for enhancing the user experience within our central CRM system by implementing in-app guidance through a digital adoption platform. The goal is to reduce user errors, streamline workflows, and improve overall system adoption. The ideal candidate will focus on creating seamless user journeys and ensuring employees are well-equipped to navigate and utilize the CRM to its full potential.

• Own and manage the Digital Adoption Platform (DAP), including deployment, configuration, and ongoing maintenance
• Develop and execute strategies that improve user adoption of the CRM through digital adoption platforms
• Design and implement in-app guidance, walkthroughs, and tips within the CRM to facilitate real-time user assistance
• Analyze how users interact with the CRM system to identify opportunities for enhanced digital adoption. This includes mapping out user journeys and pinpointing areas where in-app support can be augmented
• Collaborate with the CRM product team to integrate walkthroughs for new features, ensuring users have immediate access to guidance on utilizing new functionalities
• Work closely with various teams including Talent Acquisition, Learning & Development, and internal communications to understand application usage requirements and develop content that supports technology adoption
• Define success metrics for digital adoption initiatives and continuously monitor progress. Publish reports on application adoption rates, user proficiency, and overall impact on business outcomes
• Produce engaging content that supports user training, onboarding, and ongoing productivity. This includes content aimed at improving application adoption, workflow compliance, and data accuracy

Minimum Qualifications:

• Bachelor's degree preferred or equivalent experience
• 6-8 years of applicable experience; investment industry is a plus

Desired Qualifications/Skills:

• Proven experience in digital adoption, user experience design, or a related field
• Familiarity with CRM systems, particularly Dynamics 365, and digital adoption platforms like WalkMe
• Strong analytical skills to assess system usage and identify areas for improvement
• Excellent communication and collaboration abilities to work effectively across different teams and with stakeholders at all levels
• Knowledge of current user adoption, change management methodologies, and organizational change principles
• Creative and strategic thinking skills to develop innovative approaches to digital adoption

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior 

This position will remain open until filled.